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Morgan Stanley
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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 %
Diamond Hill Capital Management
26
Diamond Hill Capital Management
Ohio
$316M 8,142,988 -112,098 -1%
BIM
27
BlackRock Investment Management
Delaware
$312M 8,038,707 +170,598 +2%
Norges Bank
28
Norges Bank
Norway
$300M 7,733,241 +132,359 +2%
Massachusetts Financial Services
29
Massachusetts Financial Services
Massachusetts
$292M 7,520,637 +93,034 +1%
WT
30
Wellcome Trust
United Kingdom
$272M 7,000,000 +200,000 +3%
Ameriprise
31
Ameriprise
Minnesota
$262M 6,746,765 -660,489 -9%
Deutsche Bank
32
Deutsche Bank
Germany
$255M 6,569,639 +1,941,275 +42%
CGM
33
Capital Growth Management
Massachusetts
$253M 6,530,000 -50,000 -0.8%
AAMU
34
Amundi Asset Management US
Massachusetts
$234M 6,034,540 +487,763 +9%
Legal & General Group
35
Legal & General Group
United Kingdom
$229M 5,898,025 +144,220 +3%
Bank of America
36
Bank of America
North Carolina
$222M 5,710,288 +52,841 +0.9%
CCI
37
Columbus Circle Investors
$219M 5,645,739 -568,453 -9%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$215M 5,533,170 -121,350 -2%
Wells Fargo
39
Wells Fargo
California
$214M 5,508,680 +335,289 +6%
EIP
40
Epoch Investment Partners
New York
$206M 5,320,212 -344,618 -6%
AllianceBernstein
41
AllianceBernstein
Tennessee
$202M 5,213,723 +995,499 +24%
PP
42
Prudential plc
United Kingdom
$189M 4,881,323 +63,964 +1%
TA
43
Teachers Advisors
New York
$183M 4,730,570 +67,502 +1%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$182M 4,694,865 +768,552 +20%
O
45
OppenheimerFunds
New York
$178M 4,588,089 -96,429 -2%
Citadel Advisors
46
Citadel Advisors
Florida
$178M 4,582,942 -4,146,071 -47%
JHIU
47
Janus Henderson Investors US
Colorado
$169M 4,346,629 +381,467 +10%
Barclays
48
Barclays
United Kingdom
$161M 4,238,900 -897,418 -17%
Charles Schwab
49
Charles Schwab
California
$155M 3,991,611 -1,382,177 -26%
AQR Capital Management
50
AQR Capital Management
Connecticut
$154M 3,982,287 +1,875,622 +89%
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