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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 %
WA
701
WFG Advisors
Texas
$86K -$51.6K -1,451 -38%
CGT
702
Capital Guardian Trust
California
$80K +$41K +1,153 +105%
LWA
703
Lowe Wealth Advisors
Maryland
$75K – – –
ZB
704
Zions Bancorporation
Utah
$74K +$74K +2,047 New
MCM
705
Manchester Capital Management
Vermont
$71K -$88.5K -2,493 -55%
AFIA
706
America First Investment Advisors
Nebraska
$71K – – –
MBT
707
Monroe Bank & Trust
Michigan
$71K +$27.8K +780 +64%
TFA
708
Transamerica Financial Advisors
Florida
$60K -$712K -19,815 -92%
KA
709
Klingman & Associates
New York
$60K – – –
BBPWM
710
Blue Bell Private Wealth Management
Pennsylvania
$57K -$19.5K -550 -25%
FANJ
711
Financial Architects (New Jersey)
New Jersey
$54K +$15K +559 +38%
EFSCE
712
Enterprise Financial Services Corp (EFSC)
Missouri
$51K – – –
ATC
713
Adirondack Trust Company
New York
$50K +$4.66K +130 +10%
ASN
714
Advisory Services Network
Georgia
$49K +$49K +1,366 New
WTB
715
Washington Trust Bank
Washington
$48K -$140K -3,890 -74%
SNT
716
Security National Trust
West Virginia
$48K – – –
IC
717
Intersect Capital
California
$48K +$31.5K +1,050 +191%
PSI
718
Pinnacle Summer Investments
Virginia
$47K – – –
BFEC
719
Benjamin F. Edwards & Company
Missouri
$46K – – –
Walleye Trading
720
Walleye Trading
New York
$43K -$676K -18,710 -94%
TCM
721
Tradewinds Capital Management
Washington
$43K – – –
WA
722
WealthTrust-Arizona
Arizona
$43K +$283 +8 +0.7%
FCCM
723
First City Capital Management
Georgia
$41.4K +$14.3K +400 +53%
SSG
724
Summit Securities Group
New York
$40K -$200K -5,584 -83%
CAL
725
Capital Advisors Ltd
Ohio
$39K – – –
27 28
29
30 31