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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
FQ
651
First Quadrant
California
$49K
WCM
652
Wealthcare Capital Management
Virginia
$48K
QCG
653
Quadrant Capital Group
Ohio
$48K +$21.9K +837 +60%
MMG
654
Monetary Management Group
Missouri
$45K -$19.6K -750 -30%
FPFS
655
First Personal Financial Services
North Carolina
$45K +$32.6K +1,248 +250%
KA
656
Klingman & Associates
New York
$44K
RWG
657
Regal Wealth Group
California
$41K
BBPWM
658
Blue Bell Private Wealth Management
Pennsylvania
$35K
CA
659
Commerzbank Aktiengesellschaft
Germany
$34.9K +$7.71M +294,902 +28%
AA
660
Apriem Advisors
California
$34K
GXMC
661
Global X Management Company
New York
$32K +$21.2K +809 +198%
LWCFA
662
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$31K
WA
663
WealthTrust-Arizona
Arizona
$31K
MPWT
664
MassMutual Private Wealth & Trust
Connecticut
$30.7K -$8K -306 -21%
SNT
665
Security National Trust
West Virginia
$29K -$2.35K -90 -8%
TCM
666
Tradewinds Capital Management
Washington
$29K -$1.36K -52 -5%
KF
667
Krilogy Financial
Missouri
$29K
CFA
668
Carroll Financial Associates
North Carolina
$28K -$262 -10 -0.9%
CAL
669
Capital Advisors Ltd
Ohio
$28K
EP
670
Edinburgh Partners
United Kingdom
$28K
PMFA
671
Plante Moran Financial Advisors
Michigan
$28K +$13.6K +520 +96%
ACS
672
Archford Capital Strategies
Illinois
$27K +$27.6K +1,054 New
CBT
673
Central Bank & Trust
Kentucky
$26K -$203K -7,781 -89%
VNA
674
Valley National Advisers
Pennsylvania
$26K
TDC
675
Thompson Davis & Co
Virginia
$25K -$5.88K -225 -19%