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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 %
BIG
826
Blackthorn Investment Group
Kansas
– -$388K -10,000 Closed
DVM
827
Dreman Value Management
Florida
– -$280K -7,229 Closed
CWM
828
Calamos Wealth Management
Illinois
– -$271K -6,980 Closed
MWM
829
Modera Wealth Management
New Jersey
– -$267K -6,890 Closed
ICOA
830
Investment Centers of America
North Dakota
– -$265K -6,801 Closed
CIC
831
Crawford Investment Counsel
Georgia
– -$262K -6,752 Closed
HEIP
832
Hudson Edge Investment Partners
New Jersey
– -$259K -6,665 Closed
BO
833
Bank OZK
Arkansas
– -$254K -6,530 Closed
CS
834
Comerica Securities
Michigan
– -$249K -6,408 Closed
TC
835
TradeLink Capital
Illinois
– -$244K -6,300 Closed
SPC
836
Stewart & Patten Company
California
– -$241K -6,224 Closed
CC
837
Capital Counsel
New York
– -$232K -5,976 Closed
IT
838
Independence Trust
Tennessee
– -$226K -5,815 Closed
EFS
839
Essex Financial Services
Connecticut
– -$225K -5,795 Closed
HI
840
Horizon Investments
North Carolina
– -$216K -5,563 Closed
NAM
841
Nichols Asset Management
Massachusetts
– -$213K -5,500 Closed
OWD
842
Osborn Williams & Donohoe
Ohio
– -$212K -5,456 Closed
HB
843
Homrich & Berg
Georgia
– -$209K -5,393 Closed
EWM
844
Evermay Wealth Management
Virginia
– -$201K -5,175 Closed
NPC
845
National Planning Corporation
California
– -$175K -4,746 Closed
OAM
846
Orinda Asset Management
California
– -$141K -3,630 Closed
BRWM
847
B. Riley Wealth Management
Tennessee
– -$116K -3,000 Closed
WG
848
Welch Group
Alabama
– -$101K -2,600 Closed
RO
849
Reservoir Operations
New York
– -$25K -655 Closed
CCS
850
Crosspoint Capital Strategies
California
– -$23K -584 Closed
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