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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 %
NIT
751
NumerixS Investment Technologies
British Columbia, Canada
– -$5.79M -231,406 Closed
Cohen & Steers
752
Cohen & Steers
New York
– -$5.09M -203,500 Closed
SLG
753
Stanley-Laman Group
Pennsylvania
– -$5.07M -202,625 Closed
HT
754
HAP Trading
New York
– -$4.71M -188,453 Closed
CC
755
Cipher Capital
New York
– -$4.4M -175,977 Closed
LPL Financial
756
LPL Financial
California
– -$4.27M -175,292 Closed
Walleye Trading
757
Walleye Trading
New York
– -$3.94M -157,399 Closed
Squarepoint
758
Squarepoint
New York
– -$3.75M -149,985 Closed
Citadel Advisors
759
Citadel Advisors
Florida
– -$3.72M -148,636 Closed
KWILP
760
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$3.71M -148,338 Closed
Capstone Investment Advisors
761
Capstone Investment Advisors
New York
– -$3.58M -143,317 Closed
Connor, Clark & Lunn Investment Management (CC&L)
762
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$3.47M -138,600 Closed
AL
763
Airain Ltd
Guernsey
– -$3.21M -128,247 Closed
PIM
764
Profit Investment Management
Maryland
– -$2.89M -115,668 Closed
QIM
765
Quantitative Investment Management
Virginia
– -$2.66M -106,200 Closed
CANY
766
Caxton Associates (New York)
New York
– -$1.96M -78,200 Closed
Verition Fund Management
767
Verition Fund Management
Connecticut
– -$1.9M -76,013 Closed
TI
768
Trexquant Investment
Connecticut
– -$1.54M -61,500 Closed
GCP
769
GSA Capital Partners
United Kingdom
– -$1.49M -59,680 Closed
QT
770
Quantbot Technologies
New York
– -$1.49M -59,630 Closed
MFIMFI
771
Mesirow Financial Investment Management - Fixed Income
Illinois
– -$1.15M -46,029 Closed
EMG
772
Ellington Management Group
Connecticut
– -$1.13M -45,100 Closed
PAWC
773
P.A.W. Capital
Connecticut
– -$1.13M -45,000 Closed
QAM
774
Quantres Asset Management
Cayman Islands
– -$1.13M -45,000 Closed
HAM
775
Highstreet Asset Management
Ontario, Canada
– -$958K -38,294 Closed
29 30
31
32 33