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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 %
EDRH
501
Edmond de Rothschild Holding
Switzerland
$998K 25,737 +25,737 New
GCP
502
GSA Capital Partners
United Kingdom
$991K 25,540 -102,199 -80%
SIG
503
Schooner Investment Group
Pennsylvania
$984K 25,000 -2,500 -9%
BC
504
Banced Corp
Illinois
$981K 25,302 +293 +1%
BA
505
Birinyi Associates
Connecticut
$979K 25,250 -1,500 -6%
RIL
506
Rothschild Investment LLC
Illinois
$969K 24,980 -500 -2%
RFC
507
Regions Financial Corp
Alabama
$956K 24,654 -2,088 -8%
W
508
Wealthfront
California
$942K 24,273 +4,196 +21%
CC
509
Courier Capital
New York
$919K 23,691 +1,135 +5%
PSUF
510
People's United Financial
Connecticut
$917K 23,650 +17 +0.1%
TBA
511
Train Babcock Advisors
New York
$910K 23,459 – –
UCFA
512
United Capital Financial Advisors
Texas
$908K 23,419 -968 -4%
MYAM
513
Meiji Yasuda Asset Management
Japan
$886K 22,830 -8,950 -28%
ECM
514
Everence Capital Management
Indiana
$885K 22,811 – –
CIM
515
CIM Investment Management
Pennsylvania
$873K 22,511 – –
FAAS
516
First Allied Advisory Services
California
$867K 22,098 +838 +4%
AWA
517
AmeriServ Wealth Advisors
Pennsylvania
$863K 22,230 -200 -0.9%
CCT
518
Country Club Trust
Missouri
$863K 22,238 +22,238 New
BCMO
519
Buckingham Capital Management (Ohio)
Ohio
$857K 21,966 +5,856 +36%
TSWM
520
Triangle Securities Wealth Management
North Carolina
$855K 22,042 – –
RTIM
521
Round Table Investment Management
North Carolina
$853K 22,000 – –
DLG
522
Daniel L. Goodwin
$853K 22,000 – –
TH
523
TCTC Holdings
Texas
$843K 21,720 – –
TCM
524
Tributary Capital Management
Nebraska
$838K 21,600 +21,600 New
EGM
525
Engineers Gate Manager
New York
$810K 20,886 +20,886 New
19 20
21
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