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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 %
Susquehanna International Group
151
Susquehanna International Group
Pennsylvania
$23.8M -$52.7M -1,475,244 -69%
SIM
152
Sadoff Investment Management
Wisconsin
$23.7M +$405K +11,350 +2%
MAA
153
Matrix Asset Advisors
New York
$23.6M -$165K -4,636 -0.7%
SDIC
154
South Dakota Investment Council
South Dakota
$23.5M -$10.3M -288,510 -31%
AIG
155
American International Group
New York
$23.3M -$205K -5,750 -0.9%
MCM
156
Marsico Capital Management
Colorado
$22.8M -$13.8M -386,953 -38%
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$22.6M -$889K -24,912 -4%
GL
158
GLG LLC
New York
$22.5M +$1.71M +47,924 +8%
ELC
159
Edgar Lomax Company
Virginia
$22.3M -$1.51M -42,250 -6%
RC
160
RBF Capital
California
$22.3M – – –
Nuveen Asset Management
161
Nuveen Asset Management
Illinois
$21.8M +$4.45M +124,733 +26%
RCM
162
Riverhead Capital Management
Delaware
$21.4M +$7.39M +206,935 +53%
SOMRS
163
State of Michigan Retirement System
Michigan
$21.2M -$1.22M -34,100 -5%
IG
164
ING Group
Netherlands
$20.8M -$7.08M -198,140 -25%
HC
165
Hourglass Capital
Texas
$20.7M -$212K -5,936 -1%
TPSF
166
Texas Permanent School Fund
Texas
$20.6M -$120K -3,372 -0.6%
Marshall Wace
167
Marshall Wace
United Kingdom
$20.5M +$17.7M +496,078 +630%
WG
168
Winton Group
United Kingdom
$20.4M +$17.9M +500,439 +691%
FLPIM
169
F.L. Putnam Investment Management
Massachusetts
$19.8M -$229K -6,413 -1%
TSU
170
TD Securities (USA)
New York
$19.8M -$925K -25,909 -4%
WM
171
WS Management
Florida
$19.6M -$8.92M -250,000 -31%
Nisa Investment Advisors
172
Nisa Investment Advisors
Missouri
$19.5M +$139K +3,900 +0.7%
DDPIC
173
Deroy & Devereaux Private Investment Counsel
Michigan
$19.3M +$750K +21,005 +4%
National Pension Service
174
National Pension Service
South Korea
$19.2M +$2.84M +79,458 +17%
Public Sector Pension Investment Board (PSP Investments)
175
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$19.1M +$648K +18,152 +4%
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