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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 %
Fiera Capital (Canada)
801
Fiera Capital (Canada)
Quebec, Canada
$3.86K 99,400 +4,900 +5%
GXMC
802
Global X Management Company
New York
$3K 88 +88 New
AWS
803
Aris Wealth Services
Pennsylvania
$2K 61 – –
AWM
804
AllSquare Wealth Management
New York
$2K 60 – –
BCFS
805
Butensky & Cohen Financial Security
Florida
$2K 51 +51 New
WBG
806
Wharton Business Group
Pennsylvania
$1.01K 25,903 – –
CWM
807
Cranbrook Wealth Management
Michigan
$1K 18 – –
AT
808
Arden Trust
Delaware
$282 7,291 -465 -6%
BM
809
Bridger Management
New York
– – -2,000,000 Closed
MCM
810
Marsico Capital Management
Colorado
– – -639,361 Closed
EC
811
EJF Capital
Virginia
– – -500,000 Closed
WMSA
812
Weiss Multi-Strategy Advisers
New York
– – -362,500 Closed
AG
813
Artal Group
Luxembourg
– – -350,000 Closed
SRCM
814
Sterling Ridge Capital Management
New York
– – -136,250 Closed
PP
815
PDT Partners
New York
– – -127,537 Closed
SIP
816
Stoneridge Investment Partners
Pennsylvania
– – -125,504 Closed
GIM
817
Gyrus Investment Management
Ontario, Canada
– – -111,712 Closed
AF
818
Ally Financial
Michigan
– – -100,000 Closed
QSS
819
Quantitative Systematic Strategies
Florida
– – -87,466 Closed
AAMU
820
AEGON Asset Management (UK)
United Kingdom
– – -70,859 Closed
GCA
821
Gideon Capital Advisors
New York
– – -70,598 Closed
MCM
822
Mazama Capital Management
Oregon
– – -66,194 Closed
SCP
823
Scoria Capital Partners
Connecticut
– – -65,000 Closed
CAM
824
CMT Asset Management
Illinois
– – -58,645 Closed
GAMA
825
Graticule Asia Macro Advisors
New York
– – -54,200 Closed
31 32
33
34 35