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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 Market Value Shares Shares
Change 		Shares
Change %
V
451
Veritable
Delaware
$1.53M 39,408 -88,176 -69%
WAM
452
Wolverine Asset Management
Illinois
$1.52M 39,200 +10,000 +34%
CWM
453
Concert Wealth Management
California
$1.52M 39,155 +15,077 +63%
BMM
454
Buffington Mohr McNeal
Idaho
$1.51M 38,970 +1,290 +3%
ICM
455
Ionic Capital Management
New York
$1.5M 38,704 +19,500 +102%
Bank of Nova Scotia
456
Bank of Nova Scotia
Ontario, Canada
$1.48M 38,058 +233 +0.6%
CC
457
ClearArc Capital
Ohio
$1.48M 38,036 +4,601 +14%
NAM
458
NorthCoast Asset Management
Connecticut
$1.42M 36,625 -200 -0.5%
TH
459
Timber Hill
Connecticut
$1.4M 36,186 +21,326 +144%
CK
460
Cohen Klingenstein
New York
$1.4M 31,400 – –
CICI
461
Capital Investment Counsel Inc
North Carolina
$1.4M 36,046 -960 -3%
BAM
462
Burgundy Asset Management
Ontario, Canada
$1.4M 36,047 – –
FQ
463
First Quadrant
California
$1.39M 35,900 – –
FWCM
464
Ferguson Wellman Capital Management
Oregon
$1.36M 35,160 -3,085 -8%
JFGIW
465
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.35M 34,794 +64 +0.2%
LTFS
466
Ladenburg Thalmann Financial Services
Florida
$1.33M 34,319 +729 +2%
MFIMFI
467
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.31M 33,832 +10,035 +42%
LGC
468
Laurel Grove Capital
California
$1.31M 33,650 +8,850 +36%
OMC
469
Overbrook Management Corp
New York
$1.3M 33,472 – –
CI
470
Constellation Investments
Ohio
$1.28M 33,000 +300 +0.9%
PAM
471
PT Asset Management
Illinois
$1.28M 32,905 +28,950 +732%
1SB
472
1ST Source Bank
Indiana
$1.24M 32,058 -863 -3%
SI
473
SII Investments
Wisconsin
$1.24M 31,900 -1,794 -5%
ID
474
Integral Derivatives
New York
$1.23M 31,616 -900 -3%
CSS
475
Cubist Systematic Strategies
Connecticut
$1.22M 31,547 -180,651 -85%
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