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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 %
Mitsubishi UFJ Financial Group
1
Mitsubishi UFJ Financial Group
Japan
$11.2B 432,017,152 – –
State Street
2
State Street
Massachusetts
$4.06B 156,245,534 -2,093,080 -1%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$3.95B 151,901,831 +9,713,109 +7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.25B 86,662,981 +1,303,627 +2%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.5B 57,704,940 -13,087,786 -18%
VH
6
ValueAct Holdings
California
$987M 38,000,000 +38,000,000 New
BIT
7
BlackRock Institutional Trust
California
$983M 37,818,955 -1,724,479 -4%
Invesco
8
Invesco
Georgia
$760M 29,249,952 -568,641 -2%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$656M 25,261,255 +2,191,933 +10%
Franklin Resources
10
Franklin Resources
California
$577M 22,198,350 -5,082,157 -19%
Ameriprise
11
Ameriprise
Minnesota
$545M 20,965,213 +15,064,236 +255%
BFA
12
BlackRock Fund Advisors
California
$463M 17,814,077 -195,093 -1%
Jennison Associates
13
Jennison Associates
New York
$444M 17,093,500 -370,049 -2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$444M 17,087,314 -1,293,944 -7%
Northern Trust
15
Northern Trust
Illinois
$435M 16,745,907 -317,716 -2%
Eagle Capital Management (New York)
16
Eagle Capital Management (New York)
New York
$410M 15,791,363 -248,999 -2%
BA
17
BlackRock Advisors
Delaware
$345M 13,282,415 -2,042,698 -13%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$337M 12,981,963 -180,993 -1%
Pzena Investment Management
19
Pzena Investment Management
New York
$335M 12,892,657 +243,574 +2%
Diamond Hill Capital Management
20
Diamond Hill Capital Management
Ohio
$316M 12,149,704 +418,850 +4%
BG
21
BlackRock Group
United Kingdom
$300M 11,547,948 -6,740 -0.1%
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$261M 10,036,733 -256,419 -2%
Goldman Sachs
23
Goldman Sachs
New York
$245M 9,431,586 -227,405 -2%
BIM
24
BlackRock Investment Management
Delaware
$237M 9,121,390 -2,575,195 -22%
WT
25
Wellcome Trust
United Kingdom
$220M 8,450,000 +95,000 +1%
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