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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
BC
676
Barnett & Company
Tennessee
$25K
GI
677
Gradient Investments
Minnesota
$25K +$105 +4 +0.4%
CCM
678
Cribstone Capital Management
Maine
$25K +$25.6K +980 New
JAM
679
Jolley Asset Management
North Carolina
$24K +$17.3K +660 +249%
WTC
680
WhitTier Trust Company
Nevada
$23K
BWA
681
Burt Wealth Advisors
Maryland
$22K
OC
682
Oakworth Capital
Alabama
$22K +$11.5K +440 +126%
MRCM
683
M&R Capital Management
New Jersey
$22K +$22.3K +851 New
HPBT
684
High Point Bank & Trust
North Carolina
$21K
PCC
685
Park Circle Company
Maryland
$21K
CHP
686
Cable Hill Partners
Oregon
$20K
NSIM
687
North Star Investment Management
Illinois
$20K
FANJ
688
Financial Architects (New Jersey)
New Jersey
$20K +$15.7K +602 +410%
BC
689
Bartlett & Co
Ohio
$19K -$18.3K -700 -49%
CGT
690
Capital Guardian Trust
California
$19K -$78 -3 -0.4%
EFSCE
691
Enterprise Financial Services Corp (EFSC)
Missouri
$19K
BL
692
Balentine LLC
Georgia
$19K +$105 +4 +0.6%
FPB
693
First PREMIER Bank
South Dakota
$19K +$15.2K +580 +372%
GAM
694
Gemmer Asset Management
California
$18K
KTC
695
Kistler-Tiffany Companies
Pennsylvania
$18K
PCP
696
Proficio Capital Partners
Massachusetts
$18K +$14.7K +562 +1,041%
VCM
697
Vigilant Capital Management
Maine
$18K +$18.1K +693 New
FIB
698
First Interstate Bank
Montana
$17K
CAW
699
Cornerstone Advisors (Washington)
Washington
$17K +$4.13K +158 +32%
LWA
700
Lenox Wealth Advisors
New York
$16K -$1.44K -55 -8%