MS icon

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 %
EB
201
Eastern Bank
Massachusetts
$13.4M -$795K -22,275 -6%
EIM
202
ExxonMobil Investment Management
Texas
$13.2M +$386K +10,816 +3%
BVDMP
203
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$13M -$2.09M -58,700 -14%
WMSA
204
Weiss Multi-Strategy Advisers
New York
$12.9M +$12.9M +362,500 New
DIA
205
Davidson Investment Advisors
Montana
$12.6M +$33.9K +949 +0.3%
AG
206
Artal Group
Luxembourg
$12.5M – – –
Fisher Asset Management
207
Fisher Asset Management
Washington
$12.5M +$111K +3,101 +0.9%
BNP Paribas Financial Markets
208
BNP Paribas Financial Markets
France
$12.3M -$18.9M -528,239 -60%
SG Americas Securities
209
SG Americas Securities
New York
$12.3M -$5.22M -146,241 -30%
PAM
210
Premier Asset Management
Illinois
$12.1M -$128K -3,575 -1%
Macquarie Group
211
Macquarie Group
Australia
$11.8M -$675K -18,900 -5%
GCM
212
Grisanti Capital Management
New York
$11.7M +$46.4K +1,300 +0.4%
NG
213
NatWest Group
United Kingdom
$11.7M +$8.23M +230,652 +238%
FAF
214
Fjarde Ap-fonden
Sweden
$11.5M -$930K -26,062 -7%
MC
215
Muhlenkamp & Co
Pennsylvania
$11.4M +$4.28K +120 +0%
LM
216
Lincluden Management
Ontario, Canada
$11.4M -$464K -12,987 -4%
LCP
217
Lombardia Capital Partners
California
$11.3M -$3.45M -96,786 -23%
Lord, Abbett & Co
218
Lord, Abbett & Co
New Jersey
$11M -$1.98M -55,449 -15%
Axa
219
Axa
France
$10.9M -$961K -26,933 -8%
BCMNY
220
Buckingham Capital Management (New York)
New York
$10.8M +$74.1K +2,075 +0.7%
LCS
221
Levin Capital Strategies
New York
$10.8M +$45.5K +1,275 +0.4%
Connor, Clark & Lunn Investment Management (CC&L)
222
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$10.8M +$10.8M +301,400 New
MWAC
223
Mariner Wealth Advisors (Cincinnati)
Ohio
$10.7M -$360K -10,097 -3%
HC
224
Hosking & Co
Ireland
$10.7M +$468K +13,117 +5%
EIM
225
Essex Investment Management
Massachusetts
$10.7M -$10.7K -300 -0.1%
7 8
9
10 11