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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 %
LOAMS
526
Lombard Odier Asset Management (Switzerland)
Switzerland
$797K 20,552 -6,749 -25%
Walleye Trading
527
Walleye Trading
New York
$794K 20,465 +19,274 +1,618%
Jones Financial Companies
528
Jones Financial Companies
Missouri
$792K 20,413 -1,879 -8%
ATN
529
AMF Tjänstepension
Sweden
$787K 20,300 -35,000 -63%
CBT
530
Central Bank & Trust
Kentucky
$780K 20,119 -2,368 -11%
Wealth Enhancement Advisory Services
531
Wealth Enhancement Advisory Services
Minnesota
$778K 20,068 +742 +4%
AAP
532
Ardsley Advisory Partners
Connecticut
$776K 20,000 +20,000 New
IP
533
Interval Partners
New York
$776K 20,000 +20,000 New
FTIOP
534
Fiduciary Trust International of Pennsylvania
Pennsylvania
$773K 19,932 +8,830 +80%
OIM
535
Orca Investment Management
Oregon
$771K 19,869 +19,869 New
CB
536
Commerce Bank
Missouri
$770K 19,838 -2,580 -12%
BIM
537
Beach Investment Management
Pennsylvania
$765K 19,710 – –
BG
538
Bahl & Gaynor
Ohio
$747K 19,260 +19,260 New
IIM
539
Intact Investment Management
Quebec, Canada
$745K 19,200 +4,300 +29%
GCA
540
Guardian Capital Advisors
Ontario, Canada
$725K 18,200 +475 +3%
HCM
541
Hodges Capital Management
Texas
$724K 18,675 +12,400 +198%
LNWWM
542
Laird Norton Wetherby Wealth Management
California
$720K 18,543 +913 +5%
GAG
543
GM Advisory Group
New York
$718K 18,513 -1,287 -7%
SCA
544
Secor Capital Advisors
New York
$702K 18,108 +18,108 New
OMCS
545
Old Mutual Customised Solutions
South Africa
$698K 18,000 – –
III
546
Independent Investors Inc
New York
$694K 17,900 – –
WC
547
Whitnell & Co
Illinois
$694K 17,900 – –
WP
548
WMS Partners
Maryland
$691K 17,808 +1,000 +6%
PGIM
549
Pacific Global Investment Management
California
$675K 17,411 -3 -0%
CIBC Private Wealth Group
550
CIBC Private Wealth Group
Georgia
$674K 17,365 +617 +4%
20 21
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