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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 %
MAA
176
Matrix Asset Advisors
New York
$10.6M +$75.8K +2,918 +0.7%
SC
177
Sculptor Capital
New York
$10.5M +$10.5M +405,818 New
DIA
178
Davidson Investment Advisors
Montana
$10.5M +$290K +11,182 +3%
AG
179
Artal Group
Luxembourg
$10.4M -$2.6M -100,000 -20%
Mackenzie Financial
180
Mackenzie Financial
Ontario, Canada
$10.4M -$10.2M -392,267 -50%
EB
181
Eastern Bank
Massachusetts
$10.2M +$7.07K +272 +0.1%
EIM
182
ExxonMobil Investment Management
Texas
$10.2M +$497K +19,137 +5%
SDIC
183
South Dakota Investment Council
South Dakota
$10.1M +$140K +5,400 +1%
CCMH
184
Cornerstone Capital Management Holdings
New York
$9.88M -$1.39M -53,597 -12%
HP
185
Hosking Partners
United Kingdom
$9.75M +$1.27M +48,877 +15%
HIMCH
186
Hartford Investment Management Co (HIMCO)
Connecticut
$9.64M +$12.5K +483 +0.1%
ASRS
187
Arizona State Retirement System
Arizona
$9.63M -$1.13M -43,600 -11%
Nuveen Asset Management
188
Nuveen Asset Management
Illinois
$9.2M -$13M -499,695 -59%
AIM
189
Artemis Investment Management
United Kingdom
$9.1M -$4.68M -180,000 -34%
Neuberger Berman Group
190
Neuberger Berman Group
New York
$9.04M -$11.7M -449,114 -56%
LCP
191
LGT Capital Partners
Switzerland
$8.95M +$2.23M +85,900 +33%
FAF
192
Fjarde Ap-fonden
Sweden
$8.92M +$327K +12,595 +4%
PAM
193
Panagora Asset Management
Massachusetts
$8.91M -$26.3M -1,012,043 -75%
NIPH
194
NN Investment Partners Holdings
Netherlands
$8.88M -$25.6K -985 -0.3%
MWAC
195
Mariner Wealth Advisors (Cincinnati)
Ohio
$8.82M +$261K +10,052 +3%
CRC
196
Curi RMB Capital
Illinois
$8.66M -$76K -2,925 -0.9%
US Bancorp
197
US Bancorp
Minnesota
$8.5M -$5.39M -207,479 -39%
MCM
198
Maltese Capital Management
New York
$8.46M +$4.95M +190,600 +141%
PG
199
PEAK6 Group
Illinois
$8.45M -$1.68M -64,646 -17%
PIA
200
Piedmont Investment Advisors
North Carolina
$8.42M -$507K -19,514 -6%
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