MS icon

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 %
Envestnet Asset Management
301
Envestnet Asset Management
Illinois
$5.99M +$304K +7,841 +5%
Teacher Retirement System of Texas
302
Teacher Retirement System of Texas
Texas
$5.92M +$4.19M +108,064 +243%
FSA
303
Financial Sense Advisors
California
$5.91M -$18.2K -469 -0.3%
B
304
Barings
North Carolina
$5.88M +$1.66M +42,800 +39%
Calamos Advisors
305
Calamos Advisors
Illinois
$5.84M -$303K -7,815 -5%
SC
306
Scotia Capital
Ontario, Canada
$5.84M +$611K +16,017 +12%
VKH
307
Virtu KCG Holdings
New York
$5.73M +$2.1M +54,202 +58%
Millennium Management
308
Millennium Management
New York
$5.67M +$3.85M +99,189 +211%
SAM
309
Securian Asset Management
Minnesota
$5.64M +$62.5K +1,612 +1%
HW
310
Hancock Whitney
Mississippi
$5.5M – – –
FVCM
311
F&V Capital Management
Florida
$5.49M -$17.1K -440 -0.3%
PGFC
312
Peapack-Gladstone Financial Corp
New Jersey
$5.48M +$47.9K +1,236 +0.9%
GCA
313
Greenwood Capital Associates
South Carolina
$5.47M +$1.48M +38,262 +37%
AIC
314
Argus Investors Counsel
New York
$5.42M +$54.3K +1,400 +1%
CWA
315
Constellation Wealth Advisors
New York
$5.29M -$299K -7,700 -5%
Stifel Financial
316
Stifel Financial
Missouri
$5.15M +$1.8M +46,888 +54%
BAAM
317
Baker Avenue Asset Management
California
$5.04M -$3.12M -80,393 -38%
AAF
318
Andra AP-fonden
Sweden
$5.02M -$260K -6,700 -5%
LBC
319
Lowe Brockenbrough & Co
Virginia
$4.92M +$91.2K +2,350 +2%
LOAMU
320
Lombard Odier Asset Management (USA)
New York
$4.88M +$4.88M +125,764 New
Robeco Institutional Asset Management
321
Robeco Institutional Asset Management
Netherlands
$4.85M +$942K +24,278 +24%
ST
322
Sentinel Trust
Texas
$4.78M -$643K -16,576 -12%
CLOS
323
Compagnie Lombard Odier SCmA
Switzerland
$4.75M -$3.88K -100 -0.1%
SM
324
SLS Management
New York
$4.57M -$470K -12,109 -9%
AF
325
Arrow Financial
New York
$4.57M +$123K +3,166 +3%
11 12
13
14 15