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Morgan Stanley
MS

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 %
N
251
Natixis
France
$7.8M 250,077 +150,435 +151%
HHMI
252
Howard Hughes Medical Institute
Maryland
$7.79M 250,000 – –
FCAM
253
F&C Asset Management
United Kingdom
$7.52M 241,223 +19,164 +9%
TU
254
TDAM USA
Ontario, Canada
$7.5M 240,569 +220,827 +1,119%
OI
255
Oakbrook Investments
Illinois
$7.49M 240,350 -43,400 -15%
State of Tennessee, Department of Treasury
256
State of Tennessee, Department of Treasury
Tennessee
$7.43M 238,500 +2,300 +1%
CIBC Asset Management
257
CIBC Asset Management
Ontario, Canada
$7.36M 236,091 +52,824 +29%
HIMC
258
Heritage Investors Management Corp
Maryland
$7.29M 233,918 -2,308 -1%
OTPPB
259
Ontario Teachers' Pension Plan Board
Ontario, Canada
$7.23M 232,022 -50,434 -18%
LMIM
260
Lockheed Martin Investment Management
Maryland
$7.17M 230,000 -418,000 -65%
LS
261
Livforsakringsbolaget Skandia
Sweden
$7.17M 229,964 +211,264 +1,130%
AIM
262
Assured Investment Management
New York
$7.01M 225,000 +225,000 New
OPERF
263
Oregon Public Employees Retirement Fund
Oregon
$6.75M 216,563 -2,500 -1%
Nomura Asset Management
264
Nomura Asset Management
Japan
$6.75M 217,160 -24,100 -10%
WB
265
WesBanco Bank
West Virginia
$6.72M 215,687 -4,495 -2%
ANI
266
American National Insurance
Texas
$6.7M 214,900 – –
NLGIA
267
Nippon Life Global Investors Americas
New York
$6.69M 214,480 +15,530 +8%
CFG
268
Cambridge Financial Group
Ohio
$6.68M 214,165 -6,626 -3%
SCP
269
Sandhill Capital Partners
New York
$6.63M 212,587 +7,165 +3%
JPMIA
270
J.P. Marvel Investment Advisors
Massachusetts
$6.59M 211,380 -6,440 -3%
ECA
271
Endeavour Capital Advisors
Connecticut
$6.52M 209,065 – –
GH
272
GAM Holding
Switzerland
$6.34M 203,276 -1,641 -0.8%
BCAM
273
Boston Common Asset Management
Massachusetts
$6.32M 202,795 -5,860 -3%
SCM
274
Stevens Capital Management
Pennsylvania
$6.26M 200,670 -172,325 -46%
KBC Group
275
KBC Group
Belgium
$6.18M 198,369 -103,153 -34%
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