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Morgan Stanley

745 hedge funds and large institutions have $41.7B invested in Morgan Stanley in 2016 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 263 increasing their positions, 300 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

7% more capital invested

Capital invested by funds: $38.9B → $41.7B (+$2.86B)

2.62% more ownership

Funds ownership: 80.4%83.02% (+2.6%)

3% less funds holding

Funds holding: 765745 (-20)

12% less repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 300

19% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 84

50% less call options, than puts

Call options by funds: $653M | Put options by funds: $1.32B

Holders
745
Holders Change
-20
Holders Change %
-2.61%
% of All Funds
19.88%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.48%
New
68
Increased
263
Reduced
300
Closed
84
Calls
$653M
Puts
$1.32B
Net Calls
-$663M
Net Calls Change
-$142M
Name Holding Trade Value Shares
Change
Change in
Stake
LNB
626
Ledyard National Bank
$135K -$73.3K -2,803 -35%
FNBT
627
FineMark National Bank & Trust
Florida
$113K +$2.2K +84 +2%
MA
628
MCF Advisors
Kentucky
$108K -$82.6K -3,158 -43%
First Manhattan
629
First Manhattan
New York
$108K
PCM
630
Prelude Capital Management
New York
$103K +$103K +3,956 New
SAMC
631
Shinko Asset Management Company
Japan
$99K
TCOV
632
Trust Company of Vermont
Vermont
$96K -$9.28K -355 -9%
SSB
633
Sandy Spring Bank
Maryland
$90K +$85.6K +3,275 +1,638%
S
634
SignatureFD
Georgia
$86K +$24.1K +922 +39%
PFBT
635
Parkside Financial Bank & Trust
Missouri
$84K +$5.7K +218 +7%
AWM
636
Avior Wealth Management
Nebraska
$83K
CB
637
Community Bank
New York
$79K
WAS
638
WESPAC Advisors SoCal
California
$75.9K
ECM
639
Estabrook Capital Management
New York
$75.5K
ASN
640
Advisory Services Network
Georgia
$72K +$43.1K +1,647 +146%
HCM
641
Highlander Capital Management
New Jersey
$71K
WA
642
WFG Advisors
Texas
$67K +$52 +2 +0.1%
IWMPD
643
Integrated Wealth Management (Palm Desert)
California
$65K -$9.49K -363 -13%
ZB
644
Zions Bancorporation
Utah
$63K +$20.8K +795 +50%
FHA
645
First Horizon Advisors
Tennessee
$62K -$23.7K -907 -27%
PG
646
Patten Group
Tennessee
$62K -$28.9K -1,105 -32%
BIG
647
Bellwether Investment Group
Tennessee
$61K +$61K +2,332 New
ATC
648
Adirondack Trust Company
New York
$56K +$3.77K +144 +7%
PWM
649
Perigon Wealth Management
California
$54K +$54.1K +2,070 New
SBL
650
Sargent Bickham Lagudis
Colorado
$53K -$9.41K -360 -15%