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Morgan Stanley
MS

Overview Fund Activity

743 hedge funds and large institutions have $41.7B invested in Morgan Stanley in 2016 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 263 increasing their positions, 300 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
743
Holders Change
-21
Holders Change %
-2.75%
% of All Funds
19.86%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.48%
New
67
Increased
263
Reduced
300
Closed
84
Calls
$653M
Puts
$1.32B
Net Calls
-$663M
Net Calls Change
-$142M

Top Buyers

1
VH
ValueAct Holdings
California
+$987M
2
Ameriprise
Ameriprise
Minnesota
+$391M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$252M
4
CGI
CI Global Investments
California
+$140M
5
Barclays
Barclays
United Kingdom
+$137M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$340M
2
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$208M
3
Franklin Resources
Franklin Resources
California
-$132M
4
VFA
Virtus Fund Advisers
Connecticut
-$82.9M
5
BIM
BlackRock Investment Management
Delaware
-$66.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
651
Quadrant Capital Group
Ohio
$48K +$18K +837 +60%
MMG
652
Monetary Management Group
Missouri
$45K -$19.3K -750 -30%
FPFS
653
First Personal Financial Services
North Carolina
$45K +$32.1K +1,248 +250%
KA
654
Klingman & Associates
New York
$44K – – –
RWG
655
Regal Wealth Group
California
$41K – – –
BBPWM
656
Blue Bell Private Wealth Management
Pennsylvania
$35K – – –
CA
657
Commerzbank Aktiengesellschaft
Germany
$34.9K +$7.66K +294,902 +28%
AA
658
Apriem Advisors
California
$34K – – –
GXMC
659
Global X Management Company
New York
$32K +$21.3K +809 +198%
LWCFA
660
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$31K – – –
WA
661
WealthTrust-Arizona
Arizona
$31K – – –
MPWT
662
MassMutual Private Wealth & Trust
Connecticut
$30.7K -$7.95K -306 -21%
SNT
663
Security National Trust
West Virginia
$29K -$2.37K -90 -8%
TCM
664
Tradewinds Capital Management
Washington
$29K -$1.37K -52 -5%
KF
665
Krilogy Financial
Missouri
$29K – – –
CFA
666
Carroll Financial Associates
North Carolina
$28K -$255 -10 -0.9%
EP
667
Edinburgh Partners
United Kingdom
$28K – – –
CAL
668
Capital Advisors Ltd
Ohio
$28K – – –
PMFA
669
Plante Moran Financial Advisors
Michigan
$28K +$13.7K +520 +96%
ACS
670
Archford Capital Strategies
Illinois
$27K +$27K +1,054 New
CBT
671
Central Bank & Trust
Kentucky
$26K -$204K -7,781 -89%
VNA
672
Valley National Advisers
Pennsylvania
$26K – – –
TDC
673
Thompson Davis & Co
Virginia
$25K -$5.76K -225 -19%
BC
674
Barnett & Company
Tennessee
$25K – – –
GI
675
Gradient Investments
Minnesota
$25K +$102 +4 +0.4%
25 26
27
28 29