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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
SAM
251
Shell Asset Management
Netherlands
$7.64M -$674K -20,836 -8%
HIMC
252
Heritage Investors Management Corp
Maryland
$7.58M +$15.8K +488 +0.2%
NI
253
Numeric Investors
Massachusetts
$7.56M +$7.27M +224,800 +2,470%
RCM
254
Riverhead Capital Management
Delaware
$7.47M -$2.1M -64,969 -22%
LS
255
Livforsakringsbolaget Skandia
Sweden
$7.44M – – –
PAM
256
Panagora Asset Management
Massachusetts
$7.38M -$6.87M -212,451 -48%
OTPPB
257
Ontario Teachers' Pension Plan Board
Ontario, Canada
$7.37M -$135K -4,172 -2%
MCM
258
Moore Capital Management
New York
$7.27M -$18.6M -575,000 -72%
BAAM
259
Baker Avenue Asset Management
California
$7.17M +$4.15M +128,469 +138%
MAM
260
Martingale Asset Management
Massachusetts
$7.13M +$5.81M +179,775 +441%
WB
261
WesBanco Bank
West Virginia
$6.96M -$12.9K -400 -0.2%
ANI
262
American National Insurance
Texas
$6.95M – – –
OPERF
263
Oregon Public Employees Retirement Fund
Oregon
$6.91M -$87.3K -2,700 -1%
Nomura Asset Management
264
Nomura Asset Management
Japan
$6.91M -$115K -3,540 -2%
SCP
265
Sandhill Capital Partners
New York
$6.89M +$19.7K +609 +0.3%
CFG
266
Cambridge Financial Group
Ohio
$6.87M -$58.8K -1,819 -0.8%
N
267
Natixis
France
$6.81M -$1.27M -39,416 -16%
ECA
268
Endeavour Capital Advisors
Connecticut
$6.76M – – –
MIH
269
Madison Investment Holdings
Wisconsin
$6.67M +$1.66M +51,200 +33%
HHMI
270
Howard Hughes Medical Institute
Maryland
$6.63M -$1.45M -45,000 -18%
MAM
271
Mark Asset Management
New York
$6.59M +$6.59M +203,838 New
JPMIA
272
J.P. Marvel Investment Advisors
Massachusetts
$6.59M -$247K -7,630 -4%
BCAM
273
Boston Common Asset Management
Massachusetts
$6.51M -$49.7K -1,536 -0.8%
GH
274
GAM Holding
Switzerland
$6.44M -$129K -4,002 -2%
CC
275
Chanos & Company
New York
$6.43M -$7.85M -242,860 -55%
9 10
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