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Morgan Stanley
MS

Overview Fund Activity

788 hedge funds and large institutions have $55.7B invested in Morgan Stanley in 2015 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 275 increasing their positions, 324 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
788
Holders Change
-2
Holders Change %
-0.25%
% of All Funds
21.02%
Holding in Top 10
18
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-47.06%
% of All Funds
0.48%
New
74
Increased
275
Reduced
324
Closed
65
Calls
$347M
Puts
$1.14B
Net Calls
-$797M
Net Calls Change
+$39.6M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.42B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.39B
3
Citadel Advisors
3
Citadel Advisors
Florida
$312M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.81B
5
JHIU
5
Janus Henderson Investors US
Colorado
$142M

Top Sellers

1
SAM
1
Securian Asset Management
Minnesota
$5.13M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.48B
3
State Street
3
State Street
Massachusetts
$5.07B
4
Jennison Associates
4
Jennison Associates
New York
$873M
5
Goldman Sachs
5
Goldman Sachs
New York
$151M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$312M +$303M +8,483,511 +3,456%
Diamond Hill Capital Management
27
Diamond Hill Capital Management
Ohio
$295M +$2.78M +77,909 +1%
BIM
28
BlackRock Investment Management
Delaware
$281M +$10M +280,945 +4%
Norges Bank
29
Norges Bank
Norway
$271M +$25.7M +720,183 +10%
Massachusetts Financial Services
30
Massachusetts Financial Services
Massachusetts
$265M -$62.9M -1,762,682 -19%
Ameriprise
31
Ameriprise
Minnesota
$264M -$11.7M -326,592 -4%
WT
32
Wellcome Trust
United Kingdom
$243M – – –
CGM
33
Capital Growth Management
Massachusetts
$235M – – –
CCI
34
Columbus Circle Investors
$222M -$8.88M -248,893 -4%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$211M – – –
Legal & General Group
36
Legal & General Group
United Kingdom
$205M -$4.4M -123,254 -2%
EIP
37
Epoch Investment Partners
New York
$202M -$29M -811,665 -13%
Bank of America
38
Bank of America
North Carolina
$202M -$10.3M -287,197 -5%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$202M +$8.23M +230,538 +4%
AAMU
40
Amundi Asset Management US
Massachusetts
$198M +$8.23M +230,465 +4%
Charles Schwab
41
Charles Schwab
California
$192M +$10.5M +295,445 +6%
Wells Fargo
42
Wells Fargo
California
$185M -$10.5M -292,831 -5%
Barclays
43
Barclays
United Kingdom
$180M -$14.6M -417,280 -8%
PP
44
Prudential plc
United Kingdom
$172M -$1.75M -48,972 -1%
O
45
OppenheimerFunds
New York
$167M -$2.95M -82,681 -2%
TA
46
Teachers Advisors
New York
$166M -$16M -448,742 -9%
Deutsche Bank
47
Deutsche Bank
Germany
$165M +$28.7M +804,781 +21%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$156M +$30.2M +846,186 +24%
Goldman Sachs
49
Goldman Sachs
New York
$151M -$149M -4,170,612 -50%
AllianceBernstein
50
AllianceBernstein
Tennessee
$151M +$3.15M +88,239 +2%
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