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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.

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
1
ValueAct Holdings
California
$987M
2
Ameriprise
2
Ameriprise
Minnesota
$545M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$3.95B
4
CGI
4
CI Global Investments
California
$167M
5
Barclays
5
Barclays
United Kingdom
$185M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.5B
2
Royal London Asset Management
2
Royal London Asset Management
United Kingdom
$14.9M
3
Franklin Resources
3
Franklin Resources
California
$577M
4
VFA
4
Virtus Fund Advisers
Connecticut
$6.46M
5
BIM
5
BlackRock Investment Management
Delaware
$237M
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
101
Sentinel Asset Management
Vermont
$36.5M 1,405,000 +22,000 +2%
BGIM
102
Brandywine Global Investment Management
Pennsylvania
$35.8M 1,376,070 +899,291 +189%
HHC
103
Hutchin Hill Capital
New York
$35.7M 1,375,000 +1,375,000 New
BCM
104
Becker Capital Management
Oregon
$35.7M 1,374,274 +429,516 +45%
NFA
105
Nationwide Fund Advisors
Ohio
$33.7M 1,297,697 -38,119 -3%
Chevy Chase Trust
106
Chevy Chase Trust
Maryland
$33.6M 1,295,005 +4,709 +0.4%
Credit Agricole
107
Credit Agricole
France
$33.5M 1,288,116 +13,285 +1%
KeyBank National Association
108
KeyBank National Association
Ohio
$31.2M 1,200,565 -85,041 -7%
Canada Life
109
Canada Life
Manitoba, Canada
$29.9M 1,152,094 -81,165 -7%
GIA
110
Gateway Investment Advisers
Ohio
$29.4M 1,133,418 +1,157 +0.1%
SO
111
STRS Ohio
Ohio
$28.5M 1,096,101 -55,204 -5%
H
112
Hexavest
Quebec, Canada
$27.9M 1,073,975 +1,073,975 New
Marshall Wace
113
Marshall Wace
United Kingdom
$27.8M 1,069,431 +1,069,431 New
Macquarie Group
114
Macquarie Group
Australia
$27.4M 1,055,800 +592,100 +128%
AAMU
115
Amundi Asset Management US
Massachusetts
$26.6M 1,024,814 -547,522 -35%
AAM
116
Aberdeen Asset Management
United Kingdom
$26.4M 1,017,924 -12,405 -1%
Aviva
117
Aviva
United Kingdom
$26.2M 1,006,510 +132,863 +15%
PI
118
PGGM Investments
Netherlands
$25.6M 986,220 +28,451 +3%
GC
119
Guggenheim Capital
Illinois
$25.4M 977,677 +139,240 +17%
Ohio Public Employees Retirement System (OPERS)
120
Ohio Public Employees Retirement System (OPERS)
Ohio
$25.2M 969,554 -57,624 -6%
National Pension Service
121
National Pension Service
South Korea
$24.1M 926,746 +117,997 +15%
WCM
122
Wedge Capital Management
North Carolina
$23.8M 917,786 -11,101 -1%
SCM
123
Springhouse Capital Management
Connecticut
$23.7M 911,933 – –
FMI
124
Factory Mutual Insurance
Massachusetts
$23.1M 890,000 +80,000 +10%
VOYA Investment Management
125
VOYA Investment Management
Georgia
$23M 885,925 -30,860 -3%
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5
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