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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
JCP
751
Jabre Capital Partners
Switzerland
-$6.01M -270,000 Closed
FLPIM
752
F.L. Putnam Investment Management
Massachusetts
-$6.41M -256,093 Closed
NIT
753
NumerixS Investment Technologies
British Columbia, Canada
-$5.79M -231,406 Closed
Cohen & Steers
754
Cohen & Steers
New York
-$5.09M -203,500 Closed
SLG
755
Stanley-Laman Group
Pennsylvania
-$5.07M -202,625 Closed
HT
756
HAP Trading
New York
-$4.71M -188,453 Closed
CC
757
Cipher Capital
New York
-$4.4M -175,977 Closed
LPL Financial
758
LPL Financial
California
-$4.27M -175,292 Closed
Walleye Trading
759
Walleye Trading
New York
-$4.12M -157,399 Closed
Squarepoint
760
Squarepoint
New York
-$3.75M -149,985 Closed
Citadel Advisors
761
Citadel Advisors
Florida
-$3.89M -148,636 Closed
KWILP
762
Kiwi Wealth Investments Limited Partnership
New Zealand
-$3.71M -148,338 Closed
Capstone Investment Advisors
763
Capstone Investment Advisors
New York
-$3.58M -143,317 Closed
Connor, Clark & Lunn Investment Management (CC&L)
764
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$3.47M -138,600 Closed
AL
765
Airain Ltd
Guernsey
-$3.21M -128,247 Closed
PIM
766
Profit Investment Management
Maryland
-$2.89M -115,668 Closed
QIM
767
Quantitative Investment Management
Virginia
-$2.66M -106,200 Closed
CANY
768
Caxton Associates (New York)
New York
-$1.96M -78,200 Closed
Verition Fund Management
769
Verition Fund Management
Connecticut
-$1.9M -76,013 Closed
TI
770
Trexquant Investment
Connecticut
-$1.54M -61,500 Closed
GCP
771
GSA Capital Partners
United Kingdom
-$1.49M -59,680 Closed
QT
772
Quantbot Technologies
New York
-$1.49M -59,630 Closed
MFIMFI
773
Mesirow Financial Investment Management - Fixed Income
Illinois
-$1.15M -46,029 Closed
EMG
774
Ellington Management Group
Connecticut
-$1.13M -45,100 Closed
PAWC
775
P.A.W. Capital
Connecticut
-$1.13M -45,000 Closed