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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 %
GI
751
Gradient Investments
Minnesota
$14K +$14K +390 New
TC
752
Trust Company
Kansas
$14K +$14K +400 New
RA
753
Rational Advisors
New York
$13K -$8.67K -236 -40%
HR
754
Howe & Rusling
New York
$13K – – –
OC
755
Oakworth Capital
Alabama
$13K – – –
TWA
756
TCI Wealth Advisors
Arizona
$12K – – –
FFC
757
First Financial Corp
Indiana
$12K – – –
FWM
758
Focused Wealth Management
New York
$12K – – –
EAMA
759
EFG Asset Management (Americas)
Florida
$12K – – –
LWM
760
Lenox Wealth Management
Ohio
$12K +$70 +2 +0.6%
FMII
761
Farmers & Merchants Investments Inc
Nebraska
$12K +$10.9K +309 +997%
GWM
762
Gupta Wealth Management
California
$12K +$12K +325 New
MWAN
763
Mariner Wealth Advisors (NYC)
Kansas
$12K +$12K +332 New
WEC
764
Winslow Evans & Crocker
Massachusetts
$11.7K – – –
AA
765
Apriem Advisors
California
$11K – – –
HRIA
766
Haberer Registered Investment Advisor
Ohio
$11K – – –
MWP
767
MYCIO Wealth Partners
Pennsylvania
$11K +$11K +300 New
RPG
768
Risk Paradigm Group
Texas
$10.7K +$10.7K +300 New
OSAM
769
O'Shaughnessy Asset Management
Connecticut
$9K +$9K +246 New
AP
770
Atwood & Palmer
Missouri
$8K – – –
UB
771
UMB Bank
Missouri
$7.51K +$773 +21,663 +11%
LWA
772
Lenox Wealth Advisors
New York
$7K – – –
CHC
773
City Holding Co
West Virginia
$7K – – –
RFA
774
Reilly Financial Advisors
California
$7K – – –
KT
775
Kanaly Trust
Texas
$7K +$1.28K +38 +22%
29 30
31
32 33