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.

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
1
ValueAct Holdings
California
$987M
2
Ameriprise
2
Ameriprise
Minnesota
$545M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$3.95B
4
CGI
4
CI Global Investments
California
$167M
5
Barclays
5
Barclays
United Kingdom
$185M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.5B
2
Royal London Asset Management
2
Royal London Asset Management
United Kingdom
$14.9M
3
Franklin Resources
3
Franklin Resources
California
$577M
4
VFA
4
Virtus Fund Advisers
Connecticut
$6.46M
5
BIM
5
BlackRock Investment Management
Delaware
$237M
Name Holding Trade Value Shares
Change 		Shares
Change %
AllianceBernstein
51
AllianceBernstein
Tennessee
$97.9M -$187K -7,213 -0.2%
LSV Asset Management
52
LSV Asset Management
Illinois
$94.7M -$2.87M -110,400 -3%
Massachusetts Financial Services
53
Massachusetts Financial Services
Massachusetts
$92.1M +$9.5M +365,779 +11%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$91M -$1.02M -39,100 -1%
Bessemer Group
55
Bessemer Group
New Jersey
$90.7M +$14.6M +560,105 +19%
FI
56
Focused Investors
California
$89.8M +$6.36M +244,900 +8%
Wells Fargo
57
Wells Fargo
California
$87.2M -$23.4M -902,261 -21%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$80.9M -$6.08M -234,178 -7%
Ninety One (UK)
59
Ninety One (UK)
United Kingdom
$78.1M -$349K -13,442 -0.4%
Mitsubishi UFJ Trust & Banking
60
Mitsubishi UFJ Trust & Banking
Japan
$77.4M +$1.71M +65,740 +2%
CS
61
Credit Suisse
Switzerland
$76.7M -$21.7M -834,277 -22%
AQR Capital Management
62
AQR Capital Management
Connecticut
$76.6M -$21.5M -825,681 -22%
New York State Teachers Retirement System (NYSTRS)
63
New York State Teachers Retirement System (NYSTRS)
New York
$75.5M -$111K -4,259 -0.1%
O
64
OppenheimerFunds
New York
$73.4M -$20.3M -782,012 -22%
FAM
65
Fred Alger Management
New York
$72.4M +$15.8M +607,091 +28%
BlackRock
66
BlackRock
New York
$71.1M -$6.25M -240,603 -8%
CGM
67
Capital Growth Management
Massachusetts
$67.8M -$37.2M -1,430,000 -35%
Canada Pension Plan Investment Board
68
Canada Pension Plan Investment Board
Ontario, Canada
$67.6M +$28.3M +1,089,813 +72%
WRF
69
Waddell & Reed Financial
Kansas
$65.3M -$9.78M -376,382 -13%
MTB
70
Mizuho Trust & Banking
Japan
$64.9M +$1.11M +42,791 +2%
Schroder Investment Management Group
71
Schroder Investment Management Group
United Kingdom
$64.8M +$7.29M +280,700 +13%
EVM
72
Eaton Vance Management
Massachusetts
$64.7M -$453K -17,449 -0.7%
Parallax Volatility Advisers
73
Parallax Volatility Advisers
California
$62.9M +$17.4M +670,673 +38%
PPA
74
Parametric Portfolio Associates
Washington
$62.2M -$10.6K -407 -0%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$58.2M +$8M +308,027 +16%
1 2
3
4 5