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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 %
FNBT
651
FineMark National Bank & Trust
Florida
$279K 7,205 – –
LC
652
Loews Corp
New York
$277K 7,129 – –
RC
653
RegentAtlantic Capital
New Jersey
$277K 7,148 – –
SCM
654
SOL Capital Management
Maryland
$277K 7,140 – –
BBA
655
BLB&B Advisors
Pennsylvania
$276K 7,125 -156 -2%
JWBC
656
J.W. Burns & Co
New York
$275K 7,082 – –
SHA
657
Smith Hayes Advisers
Nebraska
$270K 6,950 -1,096 -14%
BAM
658
Brave Asset Management
New Jersey
$270K 6,950 +1,200 +21%
RC
659
Reik & Co
New York
$266K 6,870 – –
SHWM
660
Smith & Howard Wealth Management
Georgia
$266K 6,850 – –
FG
661
Fiduciary Group
Georgia
$266K 6,845 +6,845 New
HPC
662
HM Payson & Co
Maine
$265K 6,840 +92 +1%
GLI
663
Guardian Life Insurance
New York
$262K 6,743 – –
ATC
664
Argent Trust Co
Tennessee
$261K 6,724 -1,043 -13%
SRSA
665
S.R. Schill & Associates
Washington
$258K 6,644 -170 -2%
CC
666
Cornerstone Capital
California
$257K 6,634 – –
AI
667
Atria Investments
North Carolina
$255K 6,581 -101 -2%
LH
668
Lebenthal Holdings
New York
$255K 6,556 +6,556 New
Baird Financial Group
669
Baird Financial Group
Wisconsin
$249K 6,417 +6,417 New
DCLA
670
Douglas C. Lane & Associates
New York
$247K 6,361 +7 +0.1%
BF
671
BOK Financial
Oklahoma
$245K 6,310 +117 +2%
PTC
672
Petrus Trust Company
Texas
$245K 6,324 +6,324 New
CNAM
673
Campbell Newman Asset Management
Wisconsin
$242K 6,244 – –
KFC
674
Klingenstein Fields & Co
New York
$240K 6,200 – –
JG
675
Jefferies Group
New York
$238K 6,157 -67,500 -92%
25 26
27
28 29