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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
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 %
Balyasny Asset Management
101
Balyasny Asset Management
Illinois
$50.2M +$50.2M +1,405,853 New
APG Asset Management
102
APG Asset Management
Netherlands
$48M -$33.7M -945,588 -41%
Mackenzie Financial
103
Mackenzie Financial
Ontario, Canada
$45.7M -$103K -2,882 -0.2%
GIA
104
Gateway Investment Advisers
Ohio
$45M +$54.4K +1,525 +0.1%
Federated Hermes
105
Federated Hermes
Pennsylvania
$44.4M -$380K -10,654 -0.8%
SAM
106
Sentinel Asset Management
Vermont
$44M +$1.4M +39,100 +3%
SB
107
Suntrust Banks
Georgia
$43.5M +$6.47M +181,156 +17%
DL
108
Delta Lloyd
Netherlands
$43.4M +$2.21M +61,964 +5%
DRZID
109
DePrince Race & Zollo Inc (DRZ)
Florida
$43.4M -$2M -56,148 -4%
Chevy Chase Trust
110
Chevy Chase Trust
Maryland
$43M +$1.9M +53,181 +5%
NFA
111
Nationwide Fund Advisors
Ohio
$41.4M -$27.9K -782 -0.1%
FAM
112
Fred Alger Management
New York
$41.2M -$100M -2,806,453 -71%
KeyBank National Association
113
KeyBank National Association
Ohio
$41M +$1.99M +55,623 +5%
Ohio Public Employees Retirement System (OPERS)
114
Ohio Public Employees Retirement System (OPERS)
Ohio
$39.9M -$2.44M -68,473 -6%
AI
115
Axiom Investors
Connecticut
$39.6M -$6.05M -169,557 -13%
EARNEST Partners
116
EARNEST Partners
Georgia
$39.2M -$208K -5,823 -0.5%
Canada Pension Plan Investment Board
117
Canada Pension Plan Investment Board
Ontario, Canada
$38.5M +$9.53M +267,104 +33%
GC
118
Guggenheim Capital
Illinois
$38.1M +$314K +8,786 +0.8%
D.E. Shaw & Co
119
D.E. Shaw & Co
New York
$37.9M +$10.8M +303,104 +40%
Korea Investment Corp
120
Korea Investment Corp
South Korea
$37.1M -$4.18M -117,000 -10%
AAM
121
Aberdeen Asset Management
United Kingdom
$37.1M -$2.74M -76,767 -7%
Canada Life
122
Canada Life
Manitoba, Canada
$37M -$1.32M -36,980 -3%
Neuberger Berman Group
123
Neuberger Berman Group
New York
$36.6M -$18.5M -518,355 -34%
Aviva
124
Aviva
United Kingdom
$36.5M +$4.02M +112,502 +12%
RIG
125
Roosevelt Investment Group
New York
$36M -$12M -335,541 -25%
3 4
5
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