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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
ACM
701
Armbruster Capital Management
New York
$16K
EWM
702
Endurance Wealth Management
Rhode Island
$16K
FFC
703
First Financial Corp
Indiana
$15K -$102K -3,894 -87%
HCM
704
Horrell Capital Management
Arkansas
$15K
KT
705
Kanaly Trust
Texas
$15K +$8.66K +331 +128%
SWA
706
Sutton Wealth Advisors
Florida
$14.7K +$105 +4 +0.7%
AF
707
Allworth Financial
California
$14K
KKAMG
708
Kernodle & Katon Asset Management Group
Arkansas
$14K
SIG
709
Stanford Investment Group
California
$13K
TWMP
710
Taylor Wealth Management Partners
Massachusetts
$13K
MA
711
MUFG Americas
New York
$12K -$5.94K -227 -34%
TWA
712
TCI Wealth Advisors
Arizona
$11K
RPG
713
Risk Paradigm Group
Texas
$10.4K +$10.5K +400 New
AC
714
Alexandria Capital
Virginia
$10K -$6.56K -251 -39%
WA
715
Winfield Associates
Ohio
$10K -$1.18K -45 -10%
HR
716
Howe & Rusling
New York
$9K
SGAM
717
Smith Group Asset Management
Texas
$8K -$523 -20 -6%
MWP
718
MYCIO Wealth Partners
Pennsylvania
$8K -$366 -14 -4%
FMII
719
Farmers & Merchants Investments Inc
Nebraska
$8K
MSFP
720
Mark Sheptoff Financial Planning
Connecticut
$8K +$52 +2 +0.7%
RFS
721
Rockefeller Financial Services
New York
$7K
DPA
722
Delphi Private Advisors
California
$7K +$1.13K +43 +20%
DBT
723
Dubuque Bank & Trust
Iowa
$6K -$26.2K -1,000 -81%
MCM
724
MV Capital Management
Maryland
$6K
TFO
725
Tarbox Family Office
California
$6K