We are live on ! Find out more
MS icon

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
WSCM
801
Wellington Shields Capital Management
New York
-$326K -13,050 Closed
PWPCM
802
Perella Weinberg Partners Capital Management
New York
-$322K -12,874 Closed
GA
803
Geneva Advisors
Illinois
-$303K -12,127 Closed
BO
804
Bach Option
Hong Kong
-$302K -11,556 Closed
ARTA
805
A.R.T. Advisors
New York
-$273K -10,951 Closed
PAM
806
PartnerRe Asset Management
Connecticut
-$258K -10,311 Closed
PTC
807
Petrus Trust Company
Texas
-$246K -9,841 Closed
FP
808
FDO Partners
Massachusetts
-$245K -9,806 Closed
CIA
809
Choate Investment Advisors
Massachusetts
-$226K -9,018 Closed
AWCI
810
Alpine Woods Capital Investors
New York
-$225K -9,000 Closed
PFC
811
Phocas Financial Corp
California
-$223K -8,904 Closed
TIA
812
Tiemann Investment Advisors
California
-$198K -7,925 Closed
WIC
813
Woodmont Investment Counsel
Tennessee
-$181K -7,234 Closed
LOAMS
814
Lombard Odier Asset Management (Switzerland)
Switzerland
-$160K -6,391 Closed
FAM
815
Formidable Asset Management
Ohio
-$116K -4,247 Closed
SEIA
816
Signature Estate & Investment Advisors
California
-$102K -4,062 Closed
ACC
817
Accident Compensation Corp
New Zealand
-$92K -3,685 Closed
TF
818
Tompkins Financial
New York
-$79K -3,165 Closed
MBT
819
Monroe Bank & Trust
Michigan
-$58K -2,330 Closed
TFA
820
Transamerica Financial Advisors
Florida
-$40K -1,593 Closed
FCCM
821
First City Capital Management
Georgia
-$24K -961 Closed
AIS
822
Accurate Investment Solutions
Pennsylvania
-$18K -700 Closed
BAM
823
Barrett Asset Management
New York
-$16K -624 Closed
RFWA
824
RPg Family Wealth Advisory
Massachusetts
-$10.1K -404 Closed
PHK
825
Point72 Hong Kong
Hong Kong
-$8K -300 Closed