MS icon

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 %
CCM
676
Cribstone Capital Management
Maine
$25K +$25K +980 New
JAM
677
Jolley Asset Management
North Carolina
$24K +$17.1K +660 +249%
WTC
678
WhitTier Trust Company
Nevada
$23K – – –
BWA
679
Burt Wealth Advisors
Maryland
$22K – – –
OC
680
Oakworth Capital
Alabama
$22K +$12.3K +440 +126%
MRCM
681
M&R Capital Management
New Jersey
$22K +$22K +851 New
PCC
682
Park Circle Company
Maryland
$21K – – –
HPBT
683
High Point Bank & Trust
North Carolina
$21K – – –
NSIM
684
North Star Investment Management
Illinois
$20K – – –
CHP
685
Cable Hill Partners
Oregon
$20K – – –
FANJ
686
Financial Architects (New Jersey)
New Jersey
$20K +$16.1K +602 +410%
BC
687
Bartlett & Co
Ohio
$19K -$18.4K -700 -49%
CGT
688
Capital Guardian Trust
California
$19K -$77 -3 -0.4%
EFSCE
689
Enterprise Financial Services Corp (EFSC)
Missouri
$19K – – –
BL
690
Balentine LLC
Georgia
$19K +$105 +4 +0.6%
FPB
691
First PREMIER Bank
South Dakota
$19K +$15K +580 +372%
KTC
692
Kistler-Tiffany Companies
Pennsylvania
$18K – – –
GAM
693
Gemmer Asset Management
California
$18K – – –
PCP
694
Proficio Capital Partners
Massachusetts
$18K +$16.4K +562 +1,041%
VCM
695
Vigilant Capital Management
Maine
$18K +$18K +693 New
FIB
696
First Interstate Bank
Montana
$17K – – –
CAW
697
Cornerstone Advisors (Washington)
Washington
$17K +$4.16K +158 +32%
LWA
698
Lenox Wealth Advisors
New York
$16K -$1.47K -55 -8%
EWM
699
Endurance Wealth Management
Rhode Island
$16K – – –
ACM
700
Armbruster Capital Management
New York
$16K – – –
26 27
28
29 30