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Morgan Stanley
MS

Overview Fund Activity

809 hedge funds and large institutions have $60.4B invested in Morgan Stanley in 2015 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 278 increasing their positions, 309 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
809
Holders Change
+21
Holders Change %
+2.66%
% of All Funds
21.82%
Holding in Top 10
28
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+55.56%
% of All Funds
0.76%
New
82
Increased
278
Reduced
309
Closed
48
Calls
$552M
Puts
$1.25B
Net Calls
-$694M
Net Calls Change
+$103M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.08B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.79B
3
NI
Numeric Investors
Massachusetts
$96.9M
4
Deutsche Bank
Deutsche Bank
Germany
$255M
5
AQR Capital Management
AQR Capital Management
Connecticut
$154M

Top Sellers

1
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$636M
2
Citadel Advisors
Citadel Advisors
Florida
$178M
3
Franklin Resources
Franklin Resources
California
$896M
4
State Street
State Street
Massachusetts
$5.42B
5
California Public Employees Retirement System
California Public Employees Retirement System
California
$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
226
Curian Capital
Colorado
$11.3M +$445K +11,479 +4%
SEIA
227
Signature Estate & Investment Advisors
California
$11.2M +$1.03M +26,488 +10%
JCM
228
Junto Capital Management
New York
$11M -$4.71M -121,500 -30%
Cohen & Steers
229
Cohen & Steers
New York
$11M +$3.58M +92,200 +48%
URS
230
Utah Retirement Systems
Utah
$10.6M -$46.6K -1,200 -0.4%
CBOA
231
Commonwealth Bank of Australia
Australia
$10.5M +$1.09M +28,196 +12%
SG Americas Securities
232
SG Americas Securities
New York
$10.4M -$2.96M -76,287 -22%
Nomura Asset Management
233
Nomura Asset Management
Japan
$10.4M +$133K +3,425 +1%
BA
234
Boston Advisors
Massachusetts
$10.4M +$528K +13,603 +5%
MME
235
Meag Munich Ergo
Germany
$10.2M +$10.2M +261,063 New
MCM
236
Maltese Capital Management
New York
$9.89M +$6.01M +155,000 +155%
CIBC World Market
237
CIBC World Market
Ontario, Canada
$9.59M +$2.86M +73,832 +43%
TU
238
TDAM USA
Ontario, Canada
$9.58M -$1.2M -30,990 -11%
Victory Capital Management
239
Victory Capital Management
Texas
$9.56M +$9.56M +246,099 New
Parallax Volatility Advisers
240
Parallax Volatility Advisers
California
$9.53M -$45.3M -1,169,074 -83%
HJMC
241
Hellman Jordan Management Company
Massachusetts
$9.49M -$6.56M -169,160 -41%
SCP
242
Sandhill Capital Partners
New York
$9.38M +$608K +15,678 +7%
Natixis Advisors
243
Natixis Advisors
Massachusetts
$9.22M +$2.14M +55,223 +30%
SCM
244
Sterling Capital Management
North Carolina
$9.16M +$7.7M +198,590 +530%
Connor, Clark & Lunn Investment Management (CC&L)
245
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$9.1M -$2.59M -66,800 -22%
DCM
246
Dupont Capital Management
Delaware
$9.05M -$716K -18,462 -7%
NLGIA
247
Nippon Life Global Investors Americas
New York
$9.03M -$591K -15,230 -6%
CIBC Asset Management
248
CIBC Asset Management
Ontario, Canada
$8.99M +$509K +13,121 +6%
OPERF
249
Oregon Public Employees Retirement Fund
Oregon
$8.98M +$85.3K +2,200 +1%
JAM
250
Jupiter Asset Management
United Kingdom
$8.93M +$4.2M +108,200 +89%
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