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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 %
ACI
126
AMP Capital Investors
Australia
$22.7M 900,993 -60,655 -6%
GF
127
Gabelli Funds
New York
$22.6M 871,500 -15,300 -2%
BNP Paribas Financial Markets
128
BNP Paribas Financial Markets
France
$22.3M 858,988 -999,122 -54%
EARNEST Partners
129
EARNEST Partners
Georgia
$22.3M 858,208 -26,628 -3%
GWM
130
Greenwich Wealth Management
Connecticut
$22.1M 850,000 – –
D.E. Shaw & Co
131
D.E. Shaw & Co
New York
$21.7M 834,168 +318,619 +62%
WM
132
WS Management
Florida
$21.5M 826,500 +76,700 +10%
BA
133
Boston Advisors
Massachusetts
$21.3M 821,395 +220,974 +37%
PAMU
134
Pictet Asset Management (UK)
United Kingdom
$21.1M 770,734 -15,000 -2%
APG Asset Management
135
APG Asset Management
Netherlands
$20.8M 800,882 +380,712 +91%
RC
136
RBF Capital
California
$20.8M 800,000 -50,000 -6%
MLICM
137
Metropolitan Life Insurance Company (MetLife)
New York
$20.3M 781,697 -19,257 -2%
First Trust Advisors
138
First Trust Advisors
Illinois
$20.2M 778,040 +579,929 +293%
TGA
139
Trilogy Global Advisors
Florida
$19.9M 766,137 -50,417 -6%
ACPU
140
Arrowgrass Capital Partners (US)
Delaware
$19.7M 760,088 +192,102 +34%
Balyasny Asset Management
141
Balyasny Asset Management
Illinois
$19.7M 757,882 +745,982 +6,269%
Aristotle Capital Management
142
Aristotle Capital Management
California
$19M 730,000 – –
SIM
143
Sadoff Investment Management
Wisconsin
$18.5M 712,465 +9,154 +1%
Boston Partners
144
Boston Partners
Massachusetts
$17.5M 673,681 -58,096 -8%
BNP Paribas Asset Management
145
BNP Paribas Asset Management
France
$17.4M 668,843 -42,974 -6%
SEI Investments
146
SEI Investments
Pennsylvania
$17M 652,979 -8,599 -1%
AG
147
Aperio Group
California
$16.8M 646,625 +68,239 +12%
SB
148
Suntrust Banks
Georgia
$16.6M 637,255 -558,826 -47%
Morgan Stanley
149
Morgan Stanley
New York
$15.7M 605,494 -46,190 -7%
IGIM
150
I.G. Investment Management
Manitoba, Canada
$15.4M 592,014 -54,944 -8%
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