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Morgan Stanley
MS

Overview Fund Activity

788 hedge funds and large institutions have $55.7B invested in Morgan Stanley in 2015 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 275 increasing their positions, 324 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
788
Holders Change
-2
Holders Change %
-0.25%
% of All Funds
21.02%
Holding in Top 10
18
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-47.06%
% of All Funds
0.48%
New
74
Increased
275
Reduced
324
Closed
65
Calls
$347M
Puts
$1.14B
Net Calls
-$797M
Net Calls Change
+$39.6M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.42B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.39B
3
Citadel Advisors
Citadel Advisors
Florida
$312M
4
Vanguard Group
Vanguard Group
Pennsylvania
$2.81B
5
JHIU
Janus Henderson Investors US
Colorado
$142M

Top Sellers

1
SAM
Securian Asset Management
Minnesota
$5.13M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.48B
3
State Street
State Street
Massachusetts
$5.07B
4
Jennison Associates
Jennison Associates
New York
$873M
5
Goldman Sachs
Goldman Sachs
New York
$151M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPC
651
HM Payson & Co
Maine
$241K -$4.75K -133 -2%
HFS
652
HL Financial Services
Kentucky
$240K -$1.68K -47 -0.7%
AI
653
Atria Investments
North Carolina
$238K -$22K -618 -8%
CC
654
Cornerstone Capital
California
$237K – – –
SWP
655
Stratos Wealth Partners
Ohio
$235K +$44.4K +1,245 +23%
Mirae Asset Global Investments
656
Mirae Asset Global Investments
South Korea
$231K +$231K +6,478 New
SFPIA
657
Stevens First Principles Investment Advisors
California
$228K +$157K +4,400 +220%
Tudor Investment Corp
658
Tudor Investment Corp
Connecticut
$228K +$228K +6,400 New
DCLA
659
Douglas C. Lane & Associates
New York
$227K -$23.9K -669 -10%
DCM
660
Dynamic Capital Management
Jersey
$225K +$225K +6,300 New
HCM
661
Hodges Capital Management
Texas
$224K -$235K -6,575 -51%
CNAM
662
Campbell Newman Asset Management
Wisconsin
$223K – – –
KFC
663
Klingenstein Fields & Co
New York
$221K – – –
BF
664
BOK Financial
Oklahoma
$221K +$221K +6,193 New
FDS
665
First Dallas Securities
Texas
$220K -$102K -2,850 -32%
FAM
666
Formidable Asset Management
Ohio
$220K – – –
NPF
667
Norris Perne & French
Michigan
$219K – – –
SRAM
668
Stone Ridge Asset Management
New York
$218K – – –
BP
669
Ballentine Partners
Massachusetts
$217K -$6.51K -182 -3%
FFBTD
670
First Financial Bank - Trust Division
Ohio
$214K – – –
EM
671
Excalibur Management
Massachusetts
$206K – – –
BAM
672
Brave Asset Management
New Jersey
$205K – – –
PP
673
Paloma Partners
Connecticut
$205K +$205K +5,742 New
SCM
674
Sterneck Capital Management
Missouri
$203K +$203K +5,700 New
TCB
675
Texas Capital Bancshares
Texas
$202K -$3.57K -100 -2%
25 26
27
28 29