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Morgan Stanley

731 hedge funds and large institutions have $54.2B invested in Morgan Stanley in 2014 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 287 increasing their positions, 261 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 50

8% more capital invested

Capital invested by funds: $50.2B → $54.2B (+$3.95B)

1.33% more ownership

Funds ownership: 78.84%80.18% (+1.3%)

10% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 261

0% less funds holding

Funds holding: 733731 (-2)

8% less funds holding in top 10

Funds holding in top 10: 2624 (-2)

51% less call options, than puts

Call options by funds: $513M | Put options by funds: $1.04B

Holders
731
Holders Change
-2
Holders Change %
-0.27%
% of All Funds
21.21%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.7%
New
56
Increased
287
Reduced
261
Closed
50
Calls
$513M
Puts
$1.04B
Net Calls
-$529M
Net Calls Change
-$140M
Name Holding Trade Value Shares
Change
Change in
Stake
CC
226
Colrain Capital
Massachusetts
$9.89M -$592K -17,774 -6%
GPSPJS
227
General Pension Society PZU Joint Stock
Poland
$9.8M
COPPSERS
228
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$9.71M +$817K +24,514 +10%
CEP
229
Chicago Equity Partners
Illinois
$9.58M +$81.3K +2,440 +0.9%
Nomura Holdings
230
Nomura Holdings
Japan
$9.51M -$1.48M -44,285 -14%
OTPPB
231
Ontario Teachers' Pension Plan Board
Ontario, Canada
$9.46M +$1.52M +45,704 +20%
BTS
232
BB&T Securities
Virginia
$9.33M +$305K +9,160 +51%
CIBC Asset Management
233
CIBC Asset Management
Ontario, Canada
$9.24M -$274K -8,223 -3%
URS
234
Utah Retirement Systems
Utah
$9.18M -$20K -600 -0.2%
CC
235
Chanos & Company
New York
$8.95M +$2M +59,990 +30%
TU
236
TDAM USA
Ontario, Canada
$8.91M -$60.4K -1,814 -0.7%
VRS
237
Virginia Retirement Systems
Virginia
$8.86M +$6.86K +206 +0.1%
BCM
238
Basswood Capital Management
New York
$8.61M
BAAM
239
Baker Avenue Asset Management
California
$8.55M +$851K +25,528 +12%
Mitsubishi UFJ Asset Management
240
Mitsubishi UFJ Asset Management
Japan
$8.27M -$570K -17,116 -7%
PA
241
Pinnacle Associates
New York
$8.25M -$200K -5,993 -2%
HIMC
242
Heritage Investors Management Corp
Maryland
$8.07M -$35.7K -1,072 -0.5%
Janus Henderson Group
243
Janus Henderson Group
United Kingdom
$8.04M -$1.16M -34,914 -13%
LS
244
Livforsakringsbolaget Skandia
Sweden
$7.95M
SAM
245
Shell Asset Management
Netherlands
$7.89M -$262K -7,861 -3%
SCP
246
Sandhill Capital Partners
New York
$7.57M +$196K +5,889 +3%
CIBC World Market
247
CIBC World Market
Ontario, Canada
$7.51M +$3.37M +101,263 +87%
OPERF
248
Oregon Public Employees Retirement Fund
Oregon
$7.44M +$46.6K +1,400 +0.7%
WB
249
WesBanco Bank
West Virginia
$7.43M -$11.7K -350 -0.2%
ANI
250
American National Insurance
Texas
$7.43M