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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 %
TPCM
801
Tide Point Capital Management
Connecticut
– -$3.88M -100,000 Closed
SSI
802
Scott & Selber Inc
Texas
– -$3.38M -86,997 Closed
RI
803
Redwood Investments
Massachusetts
– -$3.32M -85,461 Closed
MLIM
804
Mountain Lake Investment Management
Florida
– -$3.17M -81,562 Closed
AIM
805
abrdn Investment Management
United Kingdom
– -$2.43M -62,660 Closed
TI
806
Turner Investments
Pennsylvania
– -$1.68M -43,162 Closed
BFM
807
Boothbay Fund Management
New York
– -$404K -41,640 Closed
Alyeska Investment Group
808
Alyeska Investment Group
Illinois
– -$1.46M -37,569 Closed
KAM
809
Keeley Asset Management
Illinois
– -$1.44M -37,000 Closed
AP
810
AHL Partners
United Kingdom
– -$1.4M -36,124 Closed
Belvedere Trading
811
Belvedere Trading
Illinois
– -$1.34M -34,400 Closed
SSWM
812
Sheets Smith Wealth Management
North Carolina
– -$1.33M -34,351 Closed
PI
813
PineBridge Investments
New York
– -$1.29M -33,269 Closed
WWM
814
Willingdon Wealth Management
North Carolina
– -$1.16M -30,000 Closed
SI
815
Sprott Inc
Ontario, Canada
– -$1.16M -30,000 Closed
DWA
816
Dorsey Wright & Associates
California
– -$1.15M -29,704 Closed
MAM
817
Martingale Asset Management
Massachusetts
– -$1.15M -29,651 Closed
H
818
Hexavest
Quebec, Canada
– -$760K -19,595 Closed
MIH
819
Madison Investment Holdings
Wisconsin
– -$636K -16,400 Closed
RBA
820
Richard Bernstein Advisors
New York
– -$618K -15,929 Closed
CCMU
821
Cheyne Capital Management (UK)
United Kingdom
– -$606K -15,600 Closed
EPM
822
Equitec Proprietary Markets
Illinois
– -$535K -13,783 Closed
MBI
823
Montrusco Bolton Investments
Quebec, Canada
– -$521K -13,440 Closed
WJA
824
Williams Jones & Associates
New York
– -$453K -11,673 Closed
CIC
825
Cornercap Investment Counsel
Georgia
– -$430K -11,085 Closed
31 32
33
34 35