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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 %
TSW
776
Thompson Siegel & Walmsley
Virginia
$7K +$3.5K +100 +100%
FNBOO
777
First National Bank of Omaha
Nebraska
$6.3K +$708 +18,972 +13%
IMS
778
Index Management Solutions
Pennsylvania
$4K -$65.2K -1,760 -94%
SJIM
779
St. Johns Investment Management
Florida
$4K -$3.77K -100 -49%
TFO
780
Tarbox Family Office
California
$4K +$129 +4 +3%
S
781
SignatureFD
Georgia
$3K -$2.53K -65 -46%
MCM
782
MV Capital Management
Maryland
$3K – – –
CAW
783
Cornerstone Advisors (Washington)
Washington
$2K -$2.69K -70 -57%
AWM
784
AllSquare Wealth Management
New York
$2K – – –
AWS
785
Aris Wealth Services
Pennsylvania
$2K +$2K +61 New
CWM
786
Cranbrook Wealth Management
Michigan
$1K -$7.56K -136 -88%
CD
787
Carl Domino
Florida
$1K +$1K +27 New
AT
788
Arden Trust
Delaware
$276 +$276 +7,756 New
RIM
789
Rainier Investment Management
Washington
– -$80.7M -2,079,339 Closed
BCM
790
Barometer Capital Management
Ontario, Canada
– -$42.1M -1,085,850 Closed
EA
791
Euclid Advisors
Connecticut
– -$27.6M -711,060 Closed
DFO
792
Duquesne Family Office
New York
– -$25.8M -663,700 Closed
GWM
793
Greenwich Wealth Management
Connecticut
– -$17.5M -450,300 Closed
LWCA
794
Locust Wood Capital Advisers
New York
– -$15.2M -392,735 Closed
CC
795
Chanos & Company
New York
– -$11.5M -296,676 Closed
CIP
796
Convergence Investment Partners
Florida
– -$6.89M -177,492 Closed
ARTA
797
A.R.T. Advisors
New York
– -$5.05M -130,178 Closed
N
798
Natixis
France
– -$4.74M -122,025 Closed
EGM
799
Espalier Global Management
New York
– -$4.24M -109,200 Closed
UOC
800
UBS O'Connor
Illinois
– -$4.22M -108,874 Closed
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