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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 %
WIS
601
Wright Investors Service
Connecticut
$442K 11,400 -19 -0.2%
I
602
IberiaBank
Louisiana
$440K 11,344 +892 +9%
ZIM
603
Zacks Investment Management
Illinois
$440K 11,343 +11,343 New
FDS
604
First Dallas Securities
Texas
$439K 11,326 +5,174 +84%
RCM
605
Reynolds Capital Management
Nevada
$434K 11,200 +3,200 +40%
GF
606
Gerstein Fisher
New York
$429K 11,057 -855 -7%
MSFP
607
Mark Sheptoff Financial Planning
Connecticut
$413K 10,654 +2 +0%
TTWM
608
TCV Trust & Wealth Management
Virginia
$408K 10,526 -10,228 -49%
SC
609
Savant Capital
Illinois
$408K 10,507 +240 +2%
PAIA
610
Park Avenue Institutional Advisers
New York
$403K 10,397 +10,397 New
NERM
611
New England Research & Management
Illinois
$402K 10,364 -6,486 -38%
Northwestern Mutual Wealth Management
612
Northwestern Mutual Wealth Management
Wisconsin
$396K 10,218 +113 +1%
WT
613
Whittier Trust
California
$392K 10,106 -382 -4%
LCM
614
Laurion Capital Management
New York
$390K 10,050 -34,300 -77%
SAM
615
Shikiar Asset Management
New York
$388K 10,000 – –
CIA
616
Choate Investment Advisors
Massachusetts
$385K 9,933 -2,302 -19%
EWM
617
Evercore Wealth Management
New York
$384K 9,892 -696 -7%
P
618
Pitcairn
Pennsylvania
$382K 9,863 -401 -4%
WT
619
Washington Trust
Rhode Island
$374K 9,628 +6 +0.1%
PRC
620
Platte River Capital
Colorado
$373K 9,610 – –
TCOT
621
Trust Company of Toledo
Ohio
$372K 9,590 +9,590 New
ECM
622
Element Capital Management
New York
$369K 9,500 +9,500 New
VIA
623
Vident Investment Advisory
Georgia
$368K 9,484 +423 +5%
ED
624
Exane Derivatives
France
$364K 9,388 +4,931 +111%
Manulife (Manufacturers Life Insurance)
625
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$360K 9,278,082 -254,552 -3%
23 24
25
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