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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 %
EP
726
Edinburgh Partners
United Kingdom
$38K – – –
BWA
727
Burt Wealth Advisors
Maryland
$36K – – –
SSB
728
Sandy Spring Bank
Maryland
$36K +$36K +1,000 New
TNB
729
Thomasville National Bank
Georgia
$35K +$35K +990 New
WTC
730
WhitTier Trust Company
Nevada
$34K – – –
VNA
731
Valley National Advisers
Pennsylvania
$30K +$27.8K +776 +1,293%
BC
732
Bartlett & Co
Ohio
$29K -$10.6K -300 -27%
PCC
733
Park Circle Company
Maryland
$29K – – –
CFA
734
Carroll Financial Associates
North Carolina
$29K +$7.3K +201 +34%
NSIM
735
North Star Investment Management
Illinois
$28K – – –
BCI
736
Brinker Capital Investments
Pennsylvania
$28K +$28K +778 New
AW
737
Alpha Windward
Massachusetts
$27K – – –
LNB
738
Ledyard National Bank
$25K – – –
GAM
739
Gemmer Asset Management
California
$25K – – –
BL
740
Balentine LLC
Georgia
$25K +$25K +703 New
AC
741
Alexandria Capital
Virginia
$23K -$2.44K -69 -10%
CHP
742
Cable Hill Partners
Oregon
$23K – – –
HCM
743
Horrell Capital Management
Arkansas
$21K – – –
AF
744
Allworth Financial
California
$19K +$19K +538 New
AH
745
Achievement Holdings
Illinois
$18.2K +$18.2K +510,200 New
SIG
746
Stanford Investment Group
California
$18K – – –
TWMP
747
Taylor Wealth Management Partners
Massachusetts
$18K +$18K +500 New
MA
748
MUFG Americas
New York
$16K -$35.6K -1,000 -69%
TDC
749
Thompson Davis & Co
Virginia
$16K -$19.1K -538 -54%
PMFA
750
Plante Moran Financial Advisors
Michigan
$16K – – –
28 29
30
31 32