We are live on ! Find out more
MS icon

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
Mitsubishi UFJ Financial Group
1
Mitsubishi UFJ Financial Group
Japan
$11.2B
State Street
2
State Street
Massachusetts
$4.06B -$54.7M -2,093,080 -1%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$3.95B +$254M +9,713,109 +7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.25B +$34.1M +1,303,627 +2%
JP Morgan Chase
5
JP Morgan Chase
New York
$1.5B -$342M -13,087,786 -18%
VH
6
ValueAct Holdings
California
$987M +$994M +38,000,000 New
BIT
7
BlackRock Institutional Trust
California
$983M -$45.1M -1,724,479 -4%
Invesco
8
Invesco
Georgia
$760M -$14.9M -568,641 -2%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$656M +$57.3M +2,191,933 +10%
Franklin Resources
10
Franklin Resources
California
$577M -$133M -5,082,157 -19%
Ameriprise
11
Ameriprise
Minnesota
$545M +$394M +15,064,236 +255%
BFA
12
BlackRock Fund Advisors
California
$463M -$5.1M -195,093 -1%
Jennison Associates
13
Jennison Associates
New York
$444M -$9.68M -370,049 -2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$444M -$33.8M -1,293,944 -7%
Northern Trust
15
Northern Trust
Illinois
$435M -$8.31M -317,716 -2%
Eagle Capital Management (New York)
16
Eagle Capital Management (New York)
New York
$410M -$6.51M -248,999 -2%
BA
17
BlackRock Advisors
Delaware
$345M -$53.4M -2,042,698 -13%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$337M -$4.73M -180,993 -1%
Pzena Investment Management
19
Pzena Investment Management
New York
$335M +$6.37M +243,574 +2%
Diamond Hill Capital Management
20
Diamond Hill Capital Management
Ohio
$316M +$11M +418,850 +4%
BG
21
BlackRock Group
United Kingdom
$300M -$176K -6,740 -0.1%
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$261M -$6.71M -256,419 -2%
Goldman Sachs
23
Goldman Sachs
New York
$245M -$5.95M -227,405 -2%
BIM
24
BlackRock Investment Management
Delaware
$237M -$67.3M -2,575,195 -22%
WT
25
Wellcome Trust
United Kingdom
$220M +$2.48M +95,000 +1%