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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.

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

Top Sellers

1
Eagle Capital Management (New York)
1
Eagle Capital Management (New York)
New York
$636M
2
Citadel Advisors
2
Citadel Advisors
Florida
$178M
3
Franklin Resources
3
Franklin Resources
California
$896M
4
State Street
4
State Street
Massachusetts
$5.42B
5
California Public Employees Retirement System
5
California Public Employees Retirement System
California
$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
QI
351
Quotient Investors
New York
$3.76M – – –
AMI
352
Amica Mutual Insurance
Rhode Island
$3.72M – – –
BG
353
Bollard Group
Massachusetts
$3.58M -$2.1K -54 -0.1%
HAI
354
Hennessy Advisors Inc
California
$3.57M +$77.6K +2,000 +2%
MAM
355
Meeder Asset Management
Ohio
$3.55M +$3.55M +91,468 New
NC
356
Northpointe Capital
Michigan
$3.52M +$578K +14,911 +20%
SM
357
Stratton Management
Pennsylvania
$3.47M -$97.6K -2,515 -3%
MHC
358
Meyer Handelman Company
New York
$3.44M -$73.1K -1,884 -2%
NLI
359
Nippon Life Insurance
Japan
$3.39M -$224K -5,781 -6%
FIM
360
Foresters Investment Management
New York
$3.38M – – –
HCMT
361
Highland Capital Management (Tennessee)
Tennessee
$3.33M +$3.33M +85,748 New
CCM
362
Crossvault Capital Management
Texas
$3.31M -$24.2K -625 -0.7%
FMBTD
363
First Midwest Bank Trust Division
Illinois
$3.24M +$1.24M +32,088 +62%
DY
364
Dowling & Yahnke
California
$3.22M +$44K +1,135 +1%
BA
365
Bridgewater Associates
Connecticut
$3.11M +$3.11M +80,255 New
KIA
366
KCM Investment Advisors
California
$3.07M +$209K +5,395 +7%
HNB
367
Huntington National Bank
Ohio
$3M +$271K +6,992 +10%
Creative Planning
368
Creative Planning
Kansas
$2.95M +$1.57M +40,517 +114%
LMGAM
369
Liberty Mutual Group Asset Management
Massachusetts
$2.94M -$1.16M -29,977 -28%
TCM
370
Twin Capital Management
Pennsylvania
$2.93M +$31.4K +810 +1%
SLI
371
Sumitomo Life Insurance
Japan
$2.92M -$361K -9,303 -11%
William Blair & Company
372
William Blair & Company
Illinois
$2.89M -$106K -2,725 -4%
MYLI
373
Meiji Yasuda Life Insurance
Japan
$2.78M -$437K -11,260 -14%
Rafferty Asset Management
374
Rafferty Asset Management
New York
$2.78M -$632K -16,289 -19%
TNBTD
375
Trustmark National Bank Trust Department
Mississippi
$2.75M -$496K -12,779 -15%
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