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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 %
NPF
676
Norris Perne & French
Michigan
$238K 6,128 – –
BP
677
Ballentine Partners
Massachusetts
$237K 6,112 +41 +0.7%
LDB
678
Lee, Danner & Bass
Tennessee
$233K 6,000 -3,000 -33%
DTL
679
Dynamic Technology Lab
Singapore
$233K 5,995 +5,995 New
FFBTD
680
First Financial Bank - Trust Division
Ohio
$232K 6,000 – –
GAM
681
Gotham Asset Management
New York
$229K 5,904 +5,904 New
HFS
682
HL Financial Services
Kentucky
$226K 5,815 -900 -13%
FAM
683
Formidable Asset Management
Ohio
$226K 5,837 – –
SWP
684
Stratos Wealth Partners
Ohio
$224K 5,769 -821 -12%
EM
685
Excalibur Management
Massachusetts
$224K 5,780 – –
WS
686
Wedbush Securities
California
$224K 5,765 +5,765 New
SLG
687
Stanley-Laman Group
Pennsylvania
$220K 5,665 – –
CHA
688
Cedar Hill Associates
Illinois
$219K 5,641 – –
OWD
689
Osborn Williams & Donohoe
Ohio
$216K 5,456 +5,456 New
HB
690
Homrich & Berg
Georgia
$214K 5,527 +5,527 New
CIC
691
Crawford Investment Counsel
Georgia
$211K 5,450 +5,450 New
SRAM
692
Stone Ridge Asset Management
New York
$202K 5,200 -900 -15%
TCB
693
Texas Capital Bancshares
Texas
$202K 5,206 -450 -8%
EWM
694
Evermay Wealth Management
Virginia
$201K 5,175 +5,175 New
ECM
695
Estabrook Capital Management
New York
$179K 4,605 +25 +0.5%
SAMC
696
Shinko Asset Management Company
Japan
$170K 4,382 -180 -4%
WCM
697
Wealthcare Capital Management
Virginia
$166K 52,006 – –
RFS
698
Rockefeller Financial Services
New York
$165K 4,235 – –
SF
699
Synovus Financial
Georgia
$163K 4,244 -292 -6%
DBT
700
Dubuque Bank & Trust
Iowa
$162K 4,177 -370 -8%
26 27
28
29 30