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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
ACI
126
AMP Capital Investors
Australia
$22.7M -$1.59M -60,655 -6%
GF
127
Gabelli Funds
New York
$22.6M -$400K -15,300 -2%
BNP Paribas Financial Markets
128
BNP Paribas Financial Markets
France
$22.3M -$26.1M -999,122 -54%
EARNEST Partners
129
EARNEST Partners
Georgia
$22.3M -$696K -26,628 -3%
GWM
130
Greenwich Wealth Management
Connecticut
$22.1M
D.E. Shaw & Co
131
D.E. Shaw & Co
New York
$21.7M +$8.33M +318,619 +62%
WM
132
WS Management
Florida
$21.5M +$2.01M +76,700 +10%
BA
133
Boston Advisors
Massachusetts
$21.3M +$5.78M +220,974 +37%
PAMU
134
Pictet Asset Management (UK)
United Kingdom
$21.1M -$392K -15,000 -2%
APG Asset Management
135
APG Asset Management
Netherlands
$20.8M +$9.96M +380,712 +91%
RC
136
RBF Capital
California
$20.8M -$1.31M -50,000 -6%
MLICM
137
Metropolitan Life Insurance Company (MetLife)
New York
$20.3M -$504K -19,257 -2%
First Trust Advisors
138
First Trust Advisors
Illinois
$20.2M +$15.2M +579,929 +293%
TGA
139
Trilogy Global Advisors
Florida
$19.9M -$1.32M -50,417 -6%
ACPU
140
Arrowgrass Capital Partners (US)
Delaware
$19.7M +$5.02M +192,102 +34%
Balyasny Asset Management
141
Balyasny Asset Management
Illinois
$19.7M +$19.5M +745,982 +6,269%
Aristotle Capital Management
142
Aristotle Capital Management
California
$19M
SIM
143
Sadoff Investment Management
Wisconsin
$18.5M +$239K +9,154 +1%
Boston Partners
144
Boston Partners
Massachusetts
$17.5M -$1.52M -58,096 -8%
BNP Paribas Asset Management
145
BNP Paribas Asset Management
France
$17.4M -$1.12M -42,974 -6%
SEI Investments
146
SEI Investments
Pennsylvania
$17M -$225K -8,599 -1%
AG
147
Aperio Group
California
$16.8M +$1.78M +68,239 +12%
SB
148
Suntrust Banks
Georgia
$16.6M -$14.6M -558,826 -47%
Morgan Stanley
149
Morgan Stanley
New York
$15.7M -$1.21M -46,190 -7%
IGIM
150
I.G. Investment Management
Manitoba, Canada
$15.4M -$1.44M -54,944 -8%