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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 %
WPIC
326
White Pine Investment Company
Michigan
$4.56M +$19K +490 +0.4%
SMDAM
327
Sumitomo Mitsui DS Asset Management
Japan
$4.52M -$132K -3,405 -3%
CNB
328
City National Bank
California
$4.5M +$195K +5,018 +5%
BSPF
329
British Steel Pension Fund
United Kingdom
$4.39M – – –
LSERS
330
Louisiana State Employees Retirement System
Louisiana
$4.34M +$34.9K +900 +0.8%
ERSOT
331
Employees Retirement System of Texas
Texas
$4.31M +$504K +13,000 +13%
AIP
332
Ameritas Investment Partners
Nebraska
$4.26M – – –
GT
333
Glenmede Trust
Pennsylvania
$4.19M +$57.6K +1,486 +1%
PP
334
Patten & Patten
Tennessee
$4.18M – – –
DC
335
Deere & Company
Illinois
$4.14M -$59.4K -1,531 -1%
OI
336
Oakbrook Investments
Illinois
$4.08M -$2.16M -55,750 -35%
TAF
337
Tredje AP-fonden
Sweden
$4.06M +$4.06M +104,672 New
TG
338
TCW Group
California
$4.05M -$12.8M -330,600 -76%
ACI
339
Alpha Cubed Investments
California
$4.02M +$700K +18,054 +21%
KRS
340
Kentucky Retirement Systems
Kentucky
$4.02M -$3.49K -90 -0.1%
PPCM
341
Pillar Pacific Capital Management
California
$4M +$189K +4,861 +5%
OA
342
OFI Advisors
Pennsylvania
$3.99M -$184K -4,753 -4%
BPM
343
Bowling Portfolio Management
Ohio
$3.98M +$3.98M +102,706 New
MPA
344
Marvin & Palmer Associates
Delaware
$3.96M +$799K +20,600 +25%
LPL Financial
345
LPL Financial
California
$3.91M -$49K -1,261 -1%
Commonwealth Equity Services
346
Commonwealth Equity Services
Massachusetts
$3.9M -$636K -16,389 -14%
LCP
347
LGT Capital Partners
Switzerland
$3.9M +$3.9M +100,410 New
AHB
348
Abner Herrman & Brock
New Jersey
$3.88M +$695K +18,245 +22%
SCM
349
Shelton Capital Management
Colorado
$3.85M -$27.2K -700 -0.7%
MAM
350
Mastrapasqua Asset Management
Tennessee
$3.8M +$3.8M +98,034 New
12 13
14
15 16