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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
WTB
726
Washington Trust Bank
Washington
$6K +$3.92K +150 +150%
PRS
727
Pinkerton Retirement Specialists
Idaho
$6K +$5.57K +213 +7,100%
AIM
728
Advantage Investment Management
Iowa
$5K -$10.5K -400 -69%
RFA
729
Reilly Financial Advisors
California
$5K
WEC
730
Winslow Evans & Crocker
Massachusetts
$4.16K
WP
731
WealthPLAN Partners
Nebraska
$4.16K +$4.18K +160 New
HCM
732
Herndon Capital Management
Georgia
$4K +$3.63K +139 New
AP
733
Advisors Preferred
Maryland
$4K +$4.47K +171 New
FWM
734
Focused Wealth Management
New York
$3K -$13.1K -500 -83%
LWA
735
Lowe Wealth Advisors
Maryland
$3K
TSW
736
Thompson Siegel & Walmsley
Virginia
$3K
SJIM
737
St. Johns Investment Management
Florida
$3K +$26 +1 +0.9%
JIR
738
James Investment Research
Ohio
$3K +$2.62K +100 New
AWM
739
AllSquare Wealth Management
New York
$2K
RWA
740
Ropes Wealth Advisors
Massachusetts
$2K +$1.96K +75 New
MWM
741
MinichMacGregor Wealth Management
New York
$1K +$340 +13 +30%
NR
742
Newfound Research
Massachusetts
$1K +$811 +31 New
AT
743
Arden Trust
Delaware
$358 -$15.4K -588 -4%
Capital Fund Management (CFM)
744
Capital Fund Management (CFM)
France
-$24.4M -934,317 Closed
AI
745
Axiom Investors
Connecticut
-$20.9M -834,148 Closed
SCM
746
Stevens Capital Management
Pennsylvania
-$18.6M -745,145 Closed
CCP
747
Clough Capital Partners
Massachusetts
-$18M -718,860 Closed
Voloridge Investment Management
748
Voloridge Investment Management
Florida
-$15.9M -634,705 Closed
PP
749
PDT Partners
New York
-$12M -480,368 Closed
WC
750
Wexford Capital
Florida
-$10.3M -410,523 Closed