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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 Market Value Shares Shares
Change 		Shares
Change %
Mitsubishi UFJ Financial Group
1
Mitsubishi UFJ Financial Group
Japan
$15.4B 432,017,152 – –
State Street
2
State Street
Massachusetts
$5.07B 142,070,366 -5,695,693 -4%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$3.39B 95,044,521 +8,670,525 +10%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.81B 78,789,064 +2,541,501 +3%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.42B 67,856,063 +9,568,805 +16%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.48B 41,514,213 -6,553,137 -14%
BIT
7
BlackRock Institutional Trust
California
$1.43B 40,070,805 -316,270 -0.8%
Invesco
8
Invesco
Georgia
$1.24B 34,613,769 +1,232,309 +4%
Franklin Resources
9
Franklin Resources
California
$917M 25,701,794 -1,801,540 -7%
Jennison Associates
10
Jennison Associates
New York
$873M 24,458,099 -5,616,125 -19%
Eagle Capital Management (New York)
11
Eagle Capital Management (New York)
New York
$816M 22,874,813 -368,596 -2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$701M 19,643,576 -748,427 -4%
Northern Trust
13
Northern Trust
Illinois
$697M 19,529,817 -1,535 -0%
BFA
14
BlackRock Fund Advisors
California
$602M 16,854,669 -962,117 -5%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$447M 12,552,387 +367,300 +3%
TCIM
16
TIAA CREF Investment Management
New York
$439M 12,307,377 -2,965,138 -19%
Capital World Investors
17
Capital World Investors
California
$416M 11,661,000 +411,000 +4%
BG
18
BlackRock Group
United Kingdom
$401M 11,244,364 -55,591 -0.5%
BA
19
BlackRock Advisors
Delaware
$399M 11,167,125 +392,010 +4%
Pzena Investment Management
20
Pzena Investment Management
New York
$395M 11,053,886 -514,688 -4%
UBS AM
21
UBS AM
Illinois
$366M 10,249,713 +198,461 +2%
Winslow Capital Management
22
Winslow Capital Management
Minnesota
$358M 10,020,421 -527,965 -5%
CG
23
Carmignac Gestion
France
$349M 9,789,103 +29,100 +0.3%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$324M 9,084,265 -670,370 -7%
Fidelity International
25
Fidelity International
Bermuda
$317M 8,877,859 -1,097,112 -11%
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