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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.

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
1
JPMorgan Chase & Co
New York
$2.42B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.39B
3
Citadel Advisors
3
Citadel Advisors
Florida
$312M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.81B
5
JHIU
5
Janus Henderson Investors US
Colorado
$142M

Top Sellers

1
SAM
1
Securian Asset Management
Minnesota
$5.13M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.48B
3
State Street
3
State Street
Massachusetts
$5.07B
4
Jennison Associates
4
Jennison Associates
New York
$873M
5
Goldman Sachs
5
Goldman Sachs
New York
$151M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAA
76
Managed Account Advisors
New Jersey
$77.5M -$6.05M -169,622 -7%
FI
77
Focused Investors
California
$77.2M +$1.88M +52,700 +2%
GI
78
GAMCO Investors
Connecticut
$75.3M -$1.26M -35,390 -2%
AQR Capital Management
79
AQR Capital Management
Connecticut
$75.2M +$60.3M +1,690,286 +406%
State Board of Administration of Florida Retirement System
80
State Board of Administration of Florida Retirement System
Florida
$73.3M -$6.6M -184,880 -8%
BM
81
Bridger Management
New York
$71.4M – – –
PAM
82
Panagora Asset Management
Massachusetts
$69.8M -$1.41M -39,585 -2%
Principal Financial Group
83
Principal Financial Group
Iowa
$69.5M +$1.31M +36,714 +2%
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$68.9M +$2.67M +74,751 +4%
Public Employees Retirement Association of Colorado
85
Public Employees Retirement Association of Colorado
Colorado
$68.1M -$361K -10,123 -0.5%
Schroder Investment Management Group
86
Schroder Investment Management Group
United Kingdom
$66.8M -$18.2M -508,204 -21%
PPA
87
Parametric Portfolio Associates
Washington
$64.4M +$1.05M +29,414 +2%
1832 Asset Management
88
1832 Asset Management
Ontario, Canada
$63.4M -$75.2M -2,105,097 -54%
BJ
89
BlackRock Japan
Japan
$63M -$4.27M -119,767 -6%
State of New Jersey Common Pension Fund D
90
State of New Jersey Common Pension Fund D
New Jersey
$62.5M – – –
ASC
91
Atalanta Sosnoff Capital
New York
$61.1M -$27.8M -779,164 -31%
Hotchkis & Wiley Capital Management
92
Hotchkis & Wiley Capital Management
California
$60.9M -$17.8K -500 -0%
Retirement Systems of Alabama
93
Retirement Systems of Alabama
Alabama
$59.4M +$3.32M +92,910 +6%
Fifth Third Bancorp
94
Fifth Third Bancorp
Ohio
$58.1M +$4.45M +124,808 +8%
BGIM
95
Brandywine Global Investment Management
Pennsylvania
$57.2M -$857K -24,018 -1%
Bessemer Group
96
Bessemer Group
New Jersey
$54.8M -$50.9M -1,425,622 -48%
CCP
97
Clough Capital Partners
Massachusetts
$52.8M -$3.55M -99,490 -6%
SO
98
STRS Ohio
Ohio
$52.2M +$1.76M +49,214 +3%
USAA
99
United Services Automobile Association
Texas
$51.7M +$1.19M +33,356 +2%
Parallax Volatility Advisers
100
Parallax Volatility Advisers
California
$50.5M +$48.8M +1,366,123 +2,805%
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4
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