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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 %
PG
701
Patten Group
Tennessee
$157K 4,040 +4,040 New
PCM
702
Prelude Capital Management
New York
$155K 4,002 -7,987 -67%
TCOV
703
Trust Company of Vermont
Vermont
$154K 3,970 +890 +29%
First Manhattan
704
First Manhattan
New York
$152K 3,944 – –
SC
705
SRB Corp
Massachusetts
$149K 3,835 +3,835 New
FHA
706
First Horizon Advisors
Tennessee
$144K 3,727 +1,001 +37%
RIA
707
Regal Investment Advisors
Michigan
$140K 3,618 – –
IWM
708
Integrated Wealth Management
California
$136K 3,500 -13,892 -80%
CB
709
Community Bank
New York
$130K 3,350 – –
LWCFA
710
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$128K 3,305 – –
AWM
711
Avior Wealth Management
Nebraska
$124K 3,200 – –
AIM
712
Advantage Investment Management
Iowa
$115K 2,964 +61 +2%
HCM
713
Highlander Capital Management
New Jersey
$107K 2,750 – –
EWM
714
Edge Wealth Management
New York
$101K 2,600 – –
FFC
715
First Financial Corp
Indiana
$101K 2,606 +2,286 +714%
WG
716
Welch Group
Alabama
$101K 2,600 +2,600 New
BCM
717
Brookstone Capital Management
Illinois
$101K 2,604 +2,604 New
WA
718
WFG Advisors
Texas
$94K 2,418 +1 +0%
TRCT
719
Tower Research Capital (TRC)
New York
$93K 2,385 -5,203 -69%
AA
720
Apriem Advisors
California
$89K 2,300 +2,000 +667%
CGT
721
Capital Guardian Trust
California
$87K 2,252 – –
FCCM
722
First City Capital Management
Georgia
$83.8K 2,161 +1,000 +86%
LWA
723
Lowe Wealth Advisors
Maryland
$81K 2,100 – –
MBT
724
Monroe Bank & Trust
Michigan
$77K 1,992 – –
KA
725
Klingman & Associates
New York
$66K 1,694 – –
27 28
29
30 31