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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 %
FMA
776
FNY Managed Accounts
New York
$15.9K 410 +410 New
OC
777
Oakworth Capital
Alabama
$14K 350 – –
RA
778
Rational Advisors
New York
$14K 354 – –
KCPG
779
Kavar Capital Partners Group
Kansas
$14K 375 +375 New
GWM
780
Gupta Wealth Management
California
$13K 325 – –
TWA
781
TCI Wealth Advisors
Arizona
$13K 332 – –
FMII
782
Farmers & Merchants Investments Inc
Nebraska
$13K 340 – –
LWM
783
Lenox Wealth Management
Ohio
$13K 346 +1 +0.3%
WEC
784
Winslow Evans & Crocker
Massachusetts
$12.7K 328 – –
MWP
785
MYCIO Wealth Partners
Pennsylvania
$12K 300 – –
RPG
786
Risk Paradigm Group
Texas
$11.6K 300 – –
LM
787
Lincluden Management
Ontario, Canada
$11.1K 285,770 -33,585 -11%
ST
788
Spot Trading
Illinois
$10K 260 -3,947 -94%
LWA
789
Lenox Wealth Advisors
New York
$10K 265 +55 +26%
TSW
790
Thompson Siegel & Walmsley
Virginia
$8K 200 – –
RFA
791
Reilly Financial Advisors
California
$8K 200 – –
CHC
792
City Holding Co
West Virginia
$8K 200 – –
UB
793
UMB Bank
Missouri
$7.8K 201,021 -9,346 -4%
FANJ
794
Financial Architects (New Jersey)
New Jersey
$7K 187 -1,830 -91%
TFO
795
Tarbox Family Office
California
$7K 168 +44 +35%
FNBOO
796
First National Bank of Omaha
Nebraska
$6.3K 168,867 – –
AH
797
Achievement Holdings
Illinois
$4.24K 109,400 -400,800 -79%
SJIM
798
St. Johns Investment Management
Florida
$4K 107 +1 +0.9%
CAW
799
Cornerstone Advisors (Washington)
Washington
$4K 103 +51 +98%
PRS
800
Pinkerton Retirement Specialists
Idaho
$4K 111 +111 New
30 31
32
33 34