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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
$545M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.95B
4
CGI
CI Global Investments
California
$167M
5
Barclays
Barclays
United Kingdom
$185M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.5B
2
Royal London Asset Management
Royal London Asset Management
United Kingdom
$14.9M
3
Franklin Resources
Franklin Resources
California
$577M
4
VFA
Virtus Fund Advisers
Connecticut
$6.46M
5
BIM
BlackRock Investment Management
Delaware
$237M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFC
701
First Financial Corp
Indiana
$15K -$104K -3,894 -87%
HCM
702
Horrell Capital Management
Arkansas
$15K – – –
KT
703
Kanaly Trust
Texas
$15K +$8.43K +331 +128%
SWA
704
Sutton Wealth Advisors
Florida
$14.7K +$104 +4 +0.7%
AF
705
Allworth Financial
California
$14K – – –
KKAMG
706
Kernodle & Katon Asset Management Group
Arkansas
$14K – – –
SIG
707
Stanford Investment Group
California
$13K – – –
TWMP
708
Taylor Wealth Management Partners
Massachusetts
$13K – – –
MA
709
MUFG Americas
New York
$12K -$6.05K -227 -34%
TWA
710
TCI Wealth Advisors
Arizona
$11K – – –
RPG
711
Risk Paradigm Group
Texas
$10.4K +$10.4K +400 New
AC
712
Alexandria Capital
Virginia
$10K -$6.28K -251 -39%
WA
713
Winfield Associates
Ohio
$10K -$1.14K -45 -10%
HR
714
Howe & Rusling
New York
$9K – – –
SGAM
715
Smith Group Asset Management
Texas
$8K -$552 -20 -6%
MWP
716
MYCIO Wealth Partners
Pennsylvania
$8K -$349 -14 -4%
FMII
717
Farmers & Merchants Investments Inc
Nebraska
$8K – – –
MSFP
718
Mark Sheptoff Financial Planning
Connecticut
$8K +$52 +2 +0.7%
RFS
719
Rockefeller Financial Services
New York
$7K – – –
DPA
720
Delphi Private Advisors
California
$7K +$1.16K +43 +20%
DBT
721
Dubuque Bank & Trust
Iowa
$6K -$26.2K -1,000 -81%
TFO
722
Tarbox Family Office
California
$6K – – –
MCM
723
MV Capital Management
Maryland
$6K – – –
WTB
724
Washington Trust Bank
Washington
$6K +$3.6K +150 +150%
PRS
725
Pinkerton Retirement Specialists
Idaho
$6K +$5.92K +213 +7,100%
27 28
29
30 31