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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 %
Marshall Wace
101
Marshall Wace
United Kingdom
$51.3M 1,321,440 +746,581 +130%
APG Asset Management
102
APG Asset Management
Netherlands
$51.2M 1,319,567 -25,815 -2%
RIG
103
Roosevelt Investment Group
New York
$50.3M 1,296,255 +288,864 +29%
GIA
104
Gateway Investment Advisers
Ohio
$48.9M 1,259,458 -701 -0.1%
Mackenzie Financial
105
Mackenzie Financial
Ontario, Canada
$48.8M 1,258,692 -20,829 -2%
Federated Hermes
106
Federated Hermes
Pennsylvania
$48.7M 1,254,206 +10,435 +0.8%
SAM
107
Sentinel Asset Management
Vermont
$47.3M 1,219,000 -14,100 -1%
Chevy Chase Trust
108
Chevy Chase Trust
Maryland
$47.2M 1,216,128 +11,428 +0.9%
NFA
109
Nationwide Fund Advisors
Ohio
$45.7M 1,178,671 +18,524 +2%
KeyBank National Association
110
KeyBank National Association
Ohio
$45.4M 1,170,468 +22,176 +2%
SB
111
Suntrust Banks
Georgia
$45.2M 1,165,462 -53,096 -4%
Canada Life
112
Canada Life
Manitoba, Canada
$44.2M 1,141,893 +102,975 +10%
Ohio Public Employees Retirement System (OPERS)
113
Ohio Public Employees Retirement System (OPERS)
Ohio
$43.1M 1,112,002 -4,740 -0.4%
AI
114
Axiom Investors
Connecticut
$42.6M 1,097,860 -11,971 -1%
NMIMC
115
Northwestern Mutual Investment Management Company
Wisconsin
$40.9M 1,053,737 +90,398 +9%
Schroder Investment Management Group
116
Schroder Investment Management Group
United Kingdom
$40.6M 1,061,020 -803,723 -43%
Canada Pension Plan Investment Board
117
Canada Pension Plan Investment Board
Ontario, Canada
$40.6M 1,047,306 -30,220 -3%
DRZID
118
DePrince Race & Zollo Inc (DRZ)
Florida
$40.4M 1,041,231 -174,500 -14%
AAM
119
Aberdeen Asset Management
United Kingdom
$40.3M 1,038,168 -959 -0.1%
Comerica Bank
120
Comerica Bank
Texas
$39.5M 1,019,130 +489,201 +92%
EARNEST Partners
121
EARNEST Partners
Georgia
$39.3M 1,012,498 -85,406 -8%
Balyasny Asset Management
122
Balyasny Asset Management
Illinois
$38.4M 989,699 -416,154 -30%
GC
123
Guggenheim Capital
Illinois
$37.8M 975,733 -92,152 -9%
Aviva
124
Aviva
United Kingdom
$37.2M 957,846 -64,439 -6%
CM
125
Castleark Management
Illinois
$36.2M 932,120 +932,120 New
3 4
5
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