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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 %
GMIM
826
General Motors Investment Management
New York
– – -45,093 Closed
ACM
827
Aviance Capital Management
Florida
– – -40,847 Closed
GCM
828
Graham Capital Management
Connecticut
– – -30,100 Closed
TAM
829
Tocqueville Asset Management
New York
– – -28,215 Closed
Simplex Trading
830
Simplex Trading
Illinois
– – -27,136 Closed
BCM
831
BlueCrest Capital Management
Jersey
– – -22,749 Closed
CIM
832
CenturyLink Investment Management
Colorado
– – -22,397 Closed
Verition Fund Management
833
Verition Fund Management
Connecticut
– – -11,770 Closed
POA
834
Pergamon Offshore Advisors
New York
– – -11,684 Closed
IC
835
IKOS CIF
Cyprus
– – -10,696 Closed
KCP
836
KDI Capital Partners
North Carolina
– – -10,000 Closed
RL
837
Ruffer LLP
United Kingdom
– – -10,000 Closed
Two Sigma Investments
838
Two Sigma Investments
New York
– – -9,260 Closed
BW
839
Bison Wealth
Georgia
– – -8,535 Closed
BOTW
840
Bank of the West
California
– – -7,932 Closed
BHA
841
Beech Hill Advisors
New York
– – -7,322 Closed
EA
842
Emerald Advisers
Pennsylvania
– – -6,744 Closed
Tudor Investment Corp
843
Tudor Investment Corp
Connecticut
– – -6,400 Closed
DCM
844
Dynamic Capital Management
Jersey
– – -6,300 Closed
SCM
845
Sterneck Capital Management
Missouri
– – -5,700 Closed
ClearBridge Investments
846
ClearBridge Investments
New York
– – -3,998 Closed
MCM
847
McGlinn Capital Management
Pennsylvania
– – -3,700 Closed
MCM
848
Manchester Capital Management
Vermont
– – -2,000 Closed
AFIA
849
America First Investment Advisors
Nebraska
– – -2,000 Closed
IC
850
Intersect Capital
California
– – -1,601 Closed
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