MS icon

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 %
HC
201
Hourglass Capital
Texas
$8.4M +$420K +16,181 +5%
BVDMP
202
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$8.31M – – –
BCMNY
203
Buckingham Capital Management (New York)
New York
$8.29M +$1.7M +65,317 +26%
Fisher Asset Management
204
Fisher Asset Management
Washington
$8.22M -$1.45M -54,982 -15%
RJA
205
Raymond James & Associates
Florida
$8.14M +$3.63M +139,695 +80%
Natixis Advisors
206
Natixis Advisors
Massachusetts
$8.01M +$1.39M +53,610 +21%
NI
207
Numeric Investors
Massachusetts
$7.82M -$5.07M -195,100 -39%
Zurich Cantonal Bank
208
Zurich Cantonal Bank
Switzerland
$7.6M -$1.48M -56,955 -16%
Public Sector Pension Investment Board (PSP Investments)
209
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.44M +$1.01M +39,000 +16%
EIM
210
Essex Investment Management
Massachusetts
$7.3M -$141K -5,428 -2%
SCP
211
Sandhill Capital Partners
New York
$7.28M -$851K -32,762 -10%
WBC
212
Westpac Banking Corp
Australia
$7.21M -$2.4M -92,780 -25%
DekaBank Deutsche Girozentrale
213
DekaBank Deutsche Girozentrale
Germany
$7.06M -$335K -13,197 -5%
WCP
214
Welch Capital Partners
New York
$7M -$3.63M -139,791 -34%
URS
215
Utah Retirement Systems
Utah
$6.79M -$364K -14,000 -5%
OTPPB
216
Ontario Teachers' Pension Plan Board
Ontario, Canada
$6.74M -$40.9K -1,573 -0.6%
BCAM
217
Boston Common Asset Management
Massachusetts
$6.71M -$312K -11,990 -4%
HighTower Advisors
218
HighTower Advisors
Illinois
$6.62M +$1.16M +44,937 +21%
Skandinaviska Enskilda Banken (SEB)
219
Skandinaviska Enskilda Banken (SEB)
Sweden
$6.56M +$221K +8,500 +3%
OPERF
220
Oregon Public Employees Retirement Fund
Oregon
$6.52M +$470K +18,097 +8%
VFA
221
Virtus Fund Advisers
Connecticut
$6.46M -$82.9M -3,197,495 -93%
NLGIA
222
Nippon Life Global Investors Americas
New York
$6.41M -$1.97M -75,990 -24%
AI
223
Ariel Investments
Illinois
$6.39M +$1.19M +45,717 +23%
Calamos Advisors
224
Calamos Advisors
Illinois
$6.34M +$322K +12,398 +5%
LCM
225
Laurion Capital Management
New York
$6.3M +$6.04M +232,536 +2,314%
7 8
9
10 11