MS icon

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 %
CC
476
Coastland Capital
California
$1.22M 31,359 +31,359 New
PAI
477
Pittenger & Anderson Inc
Nebraska
$1.21M 31,155 +3,450 +12%
MPWT
478
MassMutual Private Wealth & Trust
Connecticut
$1.2M 37,152 -14,154 -28%
SACTSONJ
479
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.2M 30,903 – –
GLA
480
Great Lakes Advisors
Illinois
$1.19M 30,665 -2,642 -8%
Janney Montgomery Scott
481
Janney Montgomery Scott
Pennsylvania
$1.18M 30,506 +2,574 +9%
AAIM
482
American Assets Investment Management
California
$1.16M 30,000 – –
AII
483
AGF Investments Inc
Ontario, Canada
$1.14M 29,500 +11,000 +59%
Cambridge Investment Research Advisors
484
Cambridge Investment Research Advisors
Iowa
$1.14M 29,453 +1,133 +4%
TYCC
485
Texas Yale Capital Corp
Florida
$1.14M 29,350 – –
CNBT
486
Canandaigua National Bank & Trust
New York
$1.13M 29,207 -1,355 -4%
MC
487
Miles Capital
Iowa
$1.13M 28,992 -1,190 -4%
VIA
488
Vantage Investment Advisors
Pennsylvania
$1.1M 28,468 -20,613 -42%
BPC
489
Banque Pictet & Cie
Switzerland
$1.09M 28,194 -2,494 -8%
PAM
490
PartnerRe Asset Management
Connecticut
$1.08M 27,765 -4,900 -15%
WPC
491
White Pine Capital
Minnesota
$1.07M 27,700 -11,050 -29%
DPIM
492
Duff & Phelps Investment Management
Illinois
$1.07M 27,625 – –
BGDI
493
BW Gestao de Investimentos
Brazil
$1.07M 27,500 – –
CAM
494
Cacti Asset Management
Georgia
$1.05M 27,000 – –
BTS
495
BB&T Securities
Virginia
$1.04M 26,885 +1,059 +4%
WIA
496
Westbourne Investment Advisors
Maryland
$1.04M 26,790 +26,790 New
BCM
497
Brown Capital Management
Maryland
$1.04M 26,763 +886 +3%
DG
498
Davidson & Garrard
Virginia
$1.02M 26,325 +400 +2%
AP
499
Advisor Partners
California
$1.01M 27,549 +3,983 +17%
SM
500
Salzhauer Michael
$1M 25,845 -300 -1%
18 19
20
21 22