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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 %
GA
801
Geneva Advisors
Illinois
– -$303K -12,127 Closed
BO
802
Bach Option
Hong Kong
– -$289K -11,556 Closed
ARTA
803
A.R.T. Advisors
New York
– -$273K -10,951 Closed
PAM
804
PartnerRe Asset Management
Connecticut
– -$258K -10,311 Closed
PTC
805
Petrus Trust Company
Texas
– -$246K -9,841 Closed
FP
806
FDO Partners
Massachusetts
– -$245K -9,806 Closed
CIA
807
Choate Investment Advisors
Massachusetts
– -$226K -9,018 Closed
AWCI
808
Alpine Woods Capital Investors
New York
– -$225K -9,000 Closed
PFC
809
Phocas Financial Corp
California
– -$223K -8,904 Closed
TIA
810
Tiemann Investment Advisors
California
– -$198K -7,925 Closed
WIC
811
Woodmont Investment Counsel
Tennessee
– -$181K -7,234 Closed
LOAMS
812
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$160K -6,391 Closed
FAM
813
Formidable Asset Management
Ohio
– -$116K -4,247 Closed
SEIA
814
Signature Estate & Investment Advisors
California
– -$102K -4,062 Closed
ACC
815
Accident Compensation Corp
New Zealand
– -$92K -3,685 Closed
TF
816
Tompkins Financial
New York
– -$79K -3,165 Closed
MBT
817
Monroe Bank & Trust
Michigan
– -$58K -2,330 Closed
TFA
818
Transamerica Financial Advisors
Florida
– -$40K -1,593 Closed
FCCM
819
First City Capital Management
Georgia
– -$24K -961 Closed
AIS
820
Accurate Investment Solutions
Pennsylvania
– -$18K -700 Closed
BAM
821
Barrett Asset Management
New York
– -$16K -624 Closed
RFWA
822
RPg Family Wealth Advisory
Massachusetts
– -$10.1K -404 Closed
PHK
823
Point72 Hong Kong
Hong Kong
– -$8K -300 Closed
GBBWRPM
824
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– -$5K -200 Closed
IIC
825
Integrated Investment Consultants
Michigan
– -$2K -100 Closed
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