MS icon

Morgan Stanley
MS

Overview Fund Activity

733 hedge funds and large institutions have $50.2B invested in Morgan Stanley in 2014 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 267 increasing their positions, 280 reducing their positions, and 53 closing their positions.

Holders
733
Holders Change
+3
Holders Change %
+0.41%
% of All Funds
21.08%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.75%
New
61
Increased
267
Reduced
280
Closed
53
Calls
$457M
Puts
$847M
Net Calls
-$389M
Net Calls Change
-$165M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.35B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.54B
3
Norges Bank
3
Norges Bank
Norway
$403M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.23B
5
CGM
5
Capital Growth Management
Massachusetts
$213M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.5B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$7.93M
3
FAM
3
Fred Alger Management
New York
$219M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$4.48M
5
Eagle Capital Management (New York)
5
Eagle Capital Management (New York)
New York
$913M
Name Market Value Shares Shares
Change 		Shares
Change %
Axa
226
Axa
France
$9.46M 292,676 +136,508 +87%
FQ
227
First Quadrant
California
$9.42M 291,335 -6,500 -2%
GPSPJS
228
General Pension Society PZU Joint Stock
Poland
$9.17M 283,600 – –
Boston Partners
229
Boston Partners
Massachusetts
$9.03M 279,397 +83,138 +42%
CIBC Asset Management
230
CIBC Asset Management
Ontario, Canada
$8.91M 275,466 +39,375 +17%
CEP
231
Chicago Equity Partners
Illinois
$8.88M 274,700 +274,700 New
Janus Henderson Group
232
Janus Henderson Group
United Kingdom
$8.64M 267,349 – –
BIC
233
Beach Investment Counsel
Pennsylvania
$8.62M 266,456 +114,420 +75%
URS
234
Utah Retirement Systems
Utah
$8.6M 266,020 -7,400 -3%
Citigroup
235
Citigroup
New York
$8.41M 260,036 -818,289 -76%
TU
236
TDAM USA
Ontario, Canada
$8.4M 259,694 +19,125 +8%
Capital Fund Management (CFM)
237
Capital Fund Management (CFM)
France
$8.38M 259,253 +117,959 +83%
COPPSERS
238
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$8.29M 256,344 -12,405 -5%
Mitsubishi UFJ Asset Management
239
Mitsubishi UFJ Asset Management
Japan
$8.29M 256,322 -8,350 -3%
VRS
240
Virginia Retirement Systems
Virginia
$8.28M 256,007 +226,330 +763%
First Trust Advisors
241
First Trust Advisors
Illinois
$8.11M 250,712 -77,552 -24%
TCM
242
Tegean Capital Management
New York
$8.08M 250,000 -50,000 -17%
AF
243
Ally Financial
Michigan
$8.08M 250,000 +82,000 +49%
Calamos Advisors
244
Calamos Advisors
Illinois
$8.08M 249,914 -18,631 -7%
BCM
245
Basswood Capital Management
New York
$8.06M 249,140 -329,286 -57%
JAM
246
Jupiter Asset Management
United Kingdom
$7.94M 245,621 -169,800 -41%
Wellington Management Group
247
Wellington Management Group
Massachusetts
$7.93M 245,143 -3,777,818 -94%
PA
248
Pinnacle Associates
New York
$7.91M 244,762 -13,005 -5%
State of Tennessee, Department of Treasury
249
State of Tennessee, Department of Treasury
Tennessee
$7.71M 238,500 – –
PRA
250
Parametric Risk Advisors
Connecticut
$7.67M 237,348 +110,000 +86%
8 9
10
11 12