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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 %
SLG
676
Stanley-Laman Group
Pennsylvania
$202K +$15.5K +435 +8%
CHA
677
Cedar Hill Associates
Illinois
$201K – – –
KPCM
678
Kings Point Capital Management
New York
$200K +$109K +3,073 +121%
ECM
679
Estabrook Capital Management
New York
$163K – – –
SAMC
680
Shinko Asset Management Company
Japan
$163K -$12.9K -362 -7%
SF
681
Synovus Financial
Georgia
$162K -$1.43K -40 -0.9%
DBT
682
Dubuque Bank & Trust
Iowa
$162K +$13.2K +370 +9%
WCM
683
Wealthcare Capital Management
Virginia
$160K +$6.17K +2,006 +4%
ED
684
Exane Derivatives
France
$159K -$40.6K -1,137 -20%
RFS
685
Rockefeller Financial Services
New York
$151K +$141K +3,960 +1,440%
ST
686
Spot Trading
Illinois
$150K -$1.54M -43,287 -91%
ClearBridge Investments
687
ClearBridge Investments
New York
$143K +$56.5K +1,581 +65%
PAM
688
PT Asset Management
Illinois
$141K +$141K +3,955 New
First Manhattan
689
First Manhattan
New York
$140K -$12.4K -348 -8%
MCM
690
McGlinn Capital Management
Pennsylvania
$132K -$74.9K -2,100 -36%
RIA
691
Regal Investment Advisors
Michigan
$129K – – –
CB
692
Community Bank
New York
$120K -$1.79K -50 -1%
LWCFA
693
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$118K – – –
AWM
694
Avior Wealth Management
Nebraska
$114K – – –
TCOV
695
Trust Company of Vermont
Vermont
$110K +$25.5K +715 +30%
AIM
696
Advantage Investment Management
Iowa
$104K +$89.7K +2,503 +626%
HCM
697
Highlander Capital Management
New Jersey
$98K – – –
FHA
698
First Horizon Advisors
Tennessee
$97K -$1.64K -46 -2%
EWM
699
Edge Wealth Management
New York
$93K – – –
HPBT
700
High Point Bank & Trust
North Carolina
$90K – – –
26 27
28
29 30