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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 %
Mitsubishi UFJ Financial Group
1
Mitsubishi UFJ Financial Group
Japan
$16.8B 432,017,152 – –
State Street
2
State Street
Massachusetts
$5.42B 139,834,067 -2,236,299 -2%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$4.08B 105,087,346 +10,042,825 +11%
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.08B 79,495,909 +706,845 +0.9%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.55B 65,761,511 -2,094,552 -3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.79B 46,053,880 +4,539,667 +11%
BIT
7
BlackRock Institutional Trust
California
$1.52B 39,164,915 -905,890 -2%
Invesco
8
Invesco
Georgia
$1.33B 34,205,476 -408,293 -1%
Jennison Associates
9
Jennison Associates
New York
$931M 23,995,075 -463,024 -2%
Franklin Resources
10
Franklin Resources
California
$896M 23,097,302 -2,604,492 -10%
Northern Trust
11
Northern Trust
Illinois
$750M 19,332,925 -196,892 -1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$724M 18,652,527 -991,049 -5%
BFA
13
BlackRock Fund Advisors
California
$668M 17,216,744 +362,075 +2%
Eagle Capital Management (New York)
14
Eagle Capital Management (New York)
New York
$636M 16,405,577 -6,469,236 -28%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$492M 12,718,901 +166,514 +1%
TCIM
16
TIAA CREF Investment Management
New York
$473M 12,203,392 -103,985 -0.8%
BA
17
BlackRock Advisors
Delaware
$469M 12,102,688 +935,563 +8%
Capital World Investors
18
Capital World Investors
California
$452M 11,663,641 +2,641 +0%
BG
19
BlackRock Group
United Kingdom
$448M 11,556,172 +311,808 +3%
UBS AM
20
UBS AM
Illinois
$387M 9,973,390 -276,323 -3%
Pzena Investment Management
21
Pzena Investment Management
New York
$383M 9,865,367 -1,188,519 -11%
CG
22
Carmignac Gestion
France
$381M 9,822,903 +33,800 +0.3%
Winslow Capital Management
23
Winslow Capital Management
Minnesota
$358M 9,218,938 -801,483 -8%
Fidelity International
24
Fidelity International
Bermuda
$346M 8,932,336 +54,477 +0.6%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$343M 8,835,578 -248,687 -3%
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