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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 %
SPC
576
Sigma Planning Corp
Michigan
$535K 13,779 +1,201 +10%
Dodge & Cox
577
Dodge & Cox
California
$528K 13,620 – –
RIM
578
Regent Investment Management
Kentucky
$526K 13,550 – –
SFM
579
Systematic Financial Management
New Jersey
$523K 13,500 – –
EDRE
580
Edmond de Rothschild (Europe)
Luxembourg
$523K 13,490 +13,490 New
AAM
581
Advisors Asset Management
Colorado
$515K 13,271 +67 +0.5%
LPT
582
Legacy Private Trust
Wisconsin
$511K 13,165 +13,165 New
WOC
583
West Oak Capital
California
$510K 13,135 -75 -0.6%
MMPW
584
Mitchell McLeod Pugh & Williams
Alabama
$508K 13,106 – –
TCT
585
TIAA CREF Trust
Missouri
$505K 13,027 +1,279 +11%
B
586
Bailard
California
$502K 12,954 +12,954 New
NIMI
587
Natixis Investment Managers International
France
$500K 12,891 +2,504 +24%
DI
588
Diligent Investors
California
$496K 12,439 -500 -4%
SI
589
Stephens Inc
Arkansas
$488K 12,570 -436 -3%
MFS
590
MSI Financial Services
Massachusetts
$487K 12,561 -3,469 -22%
RJT
591
Raymond James Trust
Florida
$479K 12,351 -1,183 -9%
FA
592
FDx Advisors
Illinois
$479K 12,349 +949 +8%
BRWA
593
B. Riley Wealth Advisors
Florida
$475K 12,212 -2,070 -14%
CPIM
594
Columbia Partners Investment Management
Virginia
$474K 12,229 -81,766 -87%
KWMG
595
King Wealth Management Group
Florida
$468K 12,070 -363 -3%
CCA
596
Checchi Capital Advisers
California
$468K 12,055 +1,221 +11%
NFG
597
Next Financial Group
Texas
$467K 12,065 -180 -1%
WSFS
598
Wilmington Savings Fund Society
Delaware
$454K 11,685 – –
CONA
599
Capital One National Association
New York
$444K 11,442 +337 +3%
SRC
600
Shufro Rose & Co
New York
$442K 11,400 -2,000 -15%
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