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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 %
DAM
551
Delta Asset Management
Tennessee
$672K 17,331 -150 -0.9%
Twin Tree Management
552
Twin Tree Management
Texas
$666K 17,182 +7,735 +82%
VAM
553
Visium Asset Management
New York
$659K 17,000 -86,900 -84%
DVM
554
Dreman Value Management
Florida
$657K 16,925 +16,925 New
PNC
555
Park National Corp
Ohio
$656K 16,920 – –
KIG
556
Kessler Investment Group
Indiana
$645K 16,631 +16,631 New
FNFDCM
557
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$632K 16,288 – –
RJFSA
558
Raymond James Financial Services Advisors
Florida
$631K 16,266 +16,266 New
CBU
559
CIBC Bank USA
Illinois
$621K 16,041 +880 +6%
HMS
560
Hanseatic Management Services
New Mexico
$608K 15,680 +15,680 New
AGM
561
Alpine Global Management
New York
$605K 15,589 +3,486 +29%
CAL
562
Capital Analysts LLC
Pennsylvania
$601K 15,500 +991 +7%
DSC
563
Duncker Streett & Co
Missouri
$600K 15,459 +250 +2%
KPCM
564
Kings Point Capital Management
New York
$598K 15,414 +9,798 +174%
PAG
565
Private Advisor Group
New Jersey
$595K 15,342 +1,755 +13%
CIP
566
Cornerstone Investment Partners
Georgia
$592K 15,250 -165 -1%
CCM
567
Cullen Capital Management
New York
$590K 15,200 +15,200 New
SSWM
568
Sheets Smith Wealth Management
North Carolina
$589K 15,175 +15,175 New
WWM
569
Willingdon Wealth Management
North Carolina
$589K 15,200 +15,200 New
ARM
570
Adirondack Research & Management
New York
$583K 15,025 -1,000 -6%
FTI
571
Fiduciary Trust International
Massachusetts
$570K 14,700 -304 -2%
Acadian Asset Management
572
Acadian Asset Management
Massachusetts
$567K 14,623 +6,535 +81%
BDF
573
Balasa Dinverno & Foltz
$565K 14,577 -740 -5%
BB
574
Bell Bank
North Dakota
$552K 14,236 – –
FNB
575
First Niagara Bank
New York
$544K 14,018 -1,414 -9%
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