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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
TRSOTSOK
151
Teachers Retirement System of the State of Kentucky
Kentucky
$15.3M
Royal London Asset Management
152
Royal London Asset Management
United Kingdom
$14.9M -$209M -8,003,687 -93%
JMPWA
153
JP Morgan Private Wealth Advisors
California
$14.5M -$75.4K -2,882 -0.5%
DDPIC
154
Deroy & Devereaux Private Investment Counsel
Michigan
$14.5M +$182K +6,969 +1%
GCM
155
Grisanti Capital Management
New York
$14.2M -$474K -18,130 -3%
BCIM
156
British Columbia Investment Management
British Columbia, Canada
$14.2M -$868K -33,181 -6%
Public Employees Retirement Association of Colorado
157
Public Employees Retirement Association of Colorado
Colorado
$14M -$49.1M -1,877,394 -78%
SOMRS
158
State of Michigan Retirement System
Michigan
$13.6M -$28.8K -1,100 -0.2%
Korea Investment Corp
159
Korea Investment Corp
South Korea
$13.6M +$6.97M +266,500 +104%
Nisa Investment Advisors
160
Nisa Investment Advisors
Missouri
$13.5M +$727K +27,800 +6%
PHAM
161
Pacific Heights Asset Management
California
$13.5M -$131K -5,000 -1%
AIG
162
American International Group
New York
$12.8M -$1.79M -68,422 -12%
CL
163
Chubb Ltd
Switzerland
$12.7M
TPSF
164
Texas Permanent School Fund
Texas
$12.7M -$933K -35,694 -7%
NG
165
NatWest Group
United Kingdom
$12.7M -$1.21M -46,307 -9%
AIM
166
abrdn Investment Management
United Kingdom
$12.6M -$1.41M -53,984 -10%
HIIFS
167
Harel Insurance Investments & Financial Services
Israel
$12.4M -$2.71M -103,543 -18%
PRA
168
Parametric Risk Advisors
Connecticut
$12.1M +$1.8M +68,898 +17%
Comerica Bank
169
Comerica Bank
Texas
$12M -$147K -5,613 -1%
GIBU
170
Gulf International Bank (UK)
United Kingdom
$11.3M +$91.5K +3,500 +0.8%
Citigroup
171
Citigroup
New York
$11.2M -$10.7M -408,685 -49%
DL
172
Delta Lloyd
Netherlands
$10.9M -$239K -9,148 -2%
PNC Financial Services Group
173
PNC Financial Services Group
Pennsylvania
$10.7M -$662K -25,325 -6%
ECA
174
Endeavour Capital Advisors
Connecticut
$10.7M
ProShare Advisors
175
ProShare Advisors
Maryland
$10.7M +$1.09M +41,772 +11%