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Morgan Stanley
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Overview Fund Activity

730 hedge funds and large institutions have $47.4B invested in Morgan Stanley in 2014 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 267 increasing their positions, 272 reducing their positions, and 70 closing their positions.

Holders
730
Holders Change
-6
Holders Change %
-0.82%
% of All Funds
21.1%
Holding in Top 10
30
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.67%
% of All Funds
0.87%
New
73
Increased
267
Reduced
272
Closed
70
Calls
$568M
Puts
$792M
Net Calls
-$224M
Net Calls Change
+$557M

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$811M
2
BA
2
BlackRock Advisors
Delaware
$301M
3
EIP
3
Epoch Investment Partners
New York
$157M
4
TCIM
4
TIAA CREF Investment Management
New York
$344M
5
CANY
5
Caxton Associates (New York)
New York
$222M

Top Sellers

1
CGM
1
Capital Growth Management
Massachusetts
$103M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.78B
3
Franklin Resources
3
Franklin Resources
California
$1.11B
4
Capital World Investors
4
Capital World Investors
California
$489M
5
Winslow Capital Management
5
Winslow Capital Management
Minnesota
$399M
Name Market Value Shares Shares
Change 		Shares
Change %
First Trust Advisors
226
First Trust Advisors
Illinois
$10.2M 328,264 +260,379 +384%
EIM
227
Essex Investment Management
Massachusetts
$10.2M 325,924 -3,918 -1%
LM
228
Lincluden Management
Ontario, Canada
$10.1M 325,577 +9,360 +3%
ZAM
229
Zenit Asset Management
Sweden
$10M 320,000 +20,000 +7%
MC
230
Muhlenkamp & Co
Pennsylvania
$9.96M 319,435 +307,370 +2,548%
BCMNY
231
Buckingham Capital Management (New York)
New York
$9.56M 306,558 -15,872 -5%
SM
232
SLS Management
New York
$9.37M 300,500 +300,500 New
EC
233
EJF Capital
Virginia
$9.35M 300,000 -100,000 -25%
TCM
234
Tegean Capital Management
New York
$9.35M 300,000 +25,000 +9%
FQ
235
First Quadrant
California
$9.28M 297,835 -1,900 -0.6%
RCM
236
Riverhead Capital Management
Delaware
$9.24M 296,192 -5,233 -2%
MWAC
237
Mariner Wealth Advisors (Cincinnati)
Ohio
$9.21M 295,322 +14,590 +5%
CC
238
Curian Capital
Colorado
$9.07M 290,813 +290,813 New
GPSPJS
239
General Pension Society PZU Joint Stock
Poland
$8.84M 283,600 +105,000 +59%
LCS
240
Levin Capital Strategies
New York
$8.71M 279,500 +279,500 New
URS
241
Utah Retirement Systems
Utah
$8.52M 273,420 +2,000 +0.7%
DILH
242
Dai-ichi Life Holdings
Japan
$8.47M 271,849 -11,483 -4%
COPPSERS
243
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$8.38M 268,749 +4,311 +2%
Calamos Advisors
244
Calamos Advisors
Illinois
$8.37M 268,545 +24,702 +10%
Janus Henderson Group
245
Janus Henderson Group
United Kingdom
$8.33M 267,349 +58,013 +28%
Mitsubishi UFJ Asset Management
246
Mitsubishi UFJ Asset Management
Japan
$8.25M 264,672 -6,552 -2%
Neuberger Berman Group
247
Neuberger Berman Group
New York
$8.14M 261,193 -685,005 -72%
PA
248
Pinnacle Associates
New York
$8.04M 257,767 -1,819 -0.7%
SAM
249
Shell Asset Management
Netherlands
$8.01M 257,034 +8,024 +3%
CC
250
Colrain Capital
Massachusetts
$7.86M 252,224 +22,224 +10%
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