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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 %
AIM
726
Advantage Investment Management
Iowa
$5K -$11.1K -400 -69%
RFA
727
Reilly Financial Advisors
California
$5K – – –
WEC
728
Winslow Evans & Crocker
Massachusetts
$4.16K – – –
WP
729
WealthPLAN Partners
Nebraska
$4.16K +$4.16K +160 New
HCM
730
Herndon Capital Management
Georgia
$4K +$4K +139 New
AP
731
Advisors Preferred
Maryland
$4K +$4K +171 New
FWM
732
Focused Wealth Management
New York
$3K -$15K -500 -83%
TSW
733
Thompson Siegel & Walmsley
Virginia
$3K – – –
LWA
734
Lowe Wealth Advisors
Maryland
$3K – – –
SJIM
735
St. Johns Investment Management
Florida
$3K +$28 +1 +0.9%
JIR
736
James Investment Research
Ohio
$3K +$3K +100 New
AWM
737
AllSquare Wealth Management
New York
$2K – – –
RWA
738
Ropes Wealth Advisors
Massachusetts
$2K +$2K +75 New
MWM
739
MinichMacGregor Wealth Management
New York
$1K +$232 +13 +30%
NR
740
Newfound Research
Massachusetts
$1K +$1K +31 New
AT
741
Arden Trust
Delaware
$358 -$15 -588 -4%
Capital Fund Management (CFM)
742
Capital Fund Management (CFM)
France
– -$23.4M -934,317 Closed
AI
743
Axiom Investors
Connecticut
– -$20.9M -834,148 Closed
SCM
744
Stevens Capital Management
Pennsylvania
– -$18.6M -745,145 Closed
CCP
745
Clough Capital Partners
Massachusetts
– -$18M -718,860 Closed
Voloridge Investment Management
746
Voloridge Investment Management
Florida
– -$15.9M -634,705 Closed
PP
747
PDT Partners
New York
– -$12M -480,368 Closed
WC
748
Wexford Capital
Florida
– -$10.3M -410,523 Closed
JCP
749
Jabre Capital Partners
Switzerland
– -$6.01M -270,000 Closed
FLPIM
750
F.L. Putnam Investment Management
Massachusetts
– -$6.41M -256,093 Closed
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