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Morgan Stanley
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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 %
Goldman Sachs
51
Goldman Sachs
New York
$153M 3,953,104 -273,227 -6%
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$153M 3,951,610 -2,121,809 -35%
Sumitomo Mitsui Trust Group
53
Sumitomo Mitsui Trust Group
Japan
$151M 3,892,631 -480,386 -11%
PI
54
Putnam Investments
Massachusetts
$146M 3,761,625 -158,393 -4%
BlackRock
55
BlackRock
New York
$145M 3,749,888 -279,425 -7%
LSV Asset Management
56
LSV Asset Management
Illinois
$145M 3,728,620 +348,314 +10%
KP
57
Kiltearn Partners
United Kingdom
$140M 3,602,141 -113,900 -3%
UBS Group
58
UBS Group
Switzerland
$134M 3,443,391 -512,387 -13%
Lazard Asset Management
59
Lazard Asset Management
New York
$131M 3,389,075 -159,914 -5%
CS
60
Credit Suisse
Switzerland
$121M 3,125,951 -260,777 -8%
TD Asset Management
61
TD Asset Management
Ontario, Canada
$120M 3,103,423 +25,205 +0.8%
RFC
62
Russell Frank Company
Washington
$117M 3,007,775 +761,602 +34%
New York State Teachers Retirement System (NYSTRS)
63
New York State Teachers Retirement System (NYSTRS)
New York
$112M 2,874,954 -2,697 -0.1%
Mitsubishi UFJ Trust & Banking
64
Mitsubishi UFJ Trust & Banking
Japan
$109M 2,816,892 +33,278 +1%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$109M 2,799,761 -100,897 -3%
EVM
66
Eaton Vance Management
Massachusetts
$103M 2,665,110 -8,325 -0.3%
1832 Asset Management
67
1832 Asset Management
Ontario, Canada
$103M 2,650,680 +876,117 +49%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$97.1M 2,502,540 +572,186 +30%
NI
69
Numeric Investors
Massachusetts
$96.9M 2,498,486 +2,361,486 +1,724%
Adage Capital Partners
70
Adage Capital Partners
Massachusetts
$94.1M 2,426,100 +100,000 +4%
VFA
71
Virtus Fund Advisers
Connecticut
$92.7M 2,390,318 -84,929 -3%
HSBC Holdings
72
HSBC Holdings
United Kingdom
$91.1M 2,350,630 +52,315 +2%
Prudential Financial
73
Prudential Financial
New Jersey
$90.3M 2,327,036 +17,760 +0.8%
AL
74
AJO LP
Pennsylvania
$90.2M 2,325,750 -87,000 -4%
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$89.7M 2,312,400 -109,130 -5%
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