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Morgan Stanley
MS

Overview Fund Activity

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
Holders
731
Holders Change
-2
Holders Change %
-0.27%
% of All Funds
21.23%
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

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.87B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.85B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.54B
4
State Street
4
State Street
Massachusetts
$5.02B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.74B

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$244M
2
EVM
2
Eaton Vance Management
Massachusetts
$135M
3
Eagle Capital Management (New York)
3
Eagle Capital Management (New York)
New York
$829M
4
Franklin Resources
4
Franklin Resources
California
$1.04B
5
Goldman Sachs
5
Goldman Sachs
New York
$248M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
251
World Asset Management
Michigan
$7.42M +$953K +27,556 +15%
Nomura Asset Management
252
Nomura Asset Management
Japan
$7.24M -$121K -3,500 -2%
ECA
253
Endeavour Capital Advisors
Connecticut
$7.23M – – –
NLGIA
254
Nippon Life Global Investors Americas
New York
$7.2M +$365K +10,560 +5%
CFG
255
Cambridge Financial Group
Ohio
$7.16M -$177K -5,122 -2%
CBOA
256
Commonwealth Bank of Australia
Australia
$7.13M +$1.06M +30,700 +17%
HHMI
257
Howard Hughes Medical Institute
Maryland
$7.09M – – –
NMERB
258
New Mexico Educational Retirement Board
New Mexico
$7.08M +$816K +23,600 +13%
JPMIA
259
J.P. Marvel Investment Advisors
Massachusetts
$7M -$47.1K -1,362 -0.7%
BCAM
260
Boston Common Asset Management
Massachusetts
$7M +$38K +1,099 +0.5%
LOAMS
261
Lombard Odier Asset Management (Switzerland)
Switzerland
$7M +$6.36M +183,439 +1,004%
GH
262
GAM Holding
Switzerland
$6.98M +$92.3K +2,671 +1%
B
263
BP
United Kingdom
$6.91M +$2.07M +60,000 +43%
DILH
264
Dai-ichi Life Holdings
Japan
$6.81M – – –
PRA
265
Parametric Risk Advisors
Connecticut
$6.77M -$1.43M -41,500 -17%
VAM
266
Visium Asset Management
New York
$6.7M +$3.33M +96,272 +99%
FCBT
267
First Citizens Bank & Trust
North Carolina
$6.51M -$46.3K -1,339 -0.7%
M&T Bank
268
M&T Bank
New York
$6.46M +$5.86M +169,619 +978%
WG
269
Winton Group
United Kingdom
$6.37M -$4.02M -116,226 -39%
RCM
270
Riverhead Capital Management
Delaware
$6.14M -$1.85M -53,603 -23%
MAM
271
Mark Asset Management
New York
$5.97M -$1.07M -31,050 -15%
V
272
Veritable
Delaware
$5.95M +$353K +10,200 +6%
DCM
273
Dupont Capital Management
Delaware
$5.92M +$1.2M +34,847 +26%
UAM
274
UAS Asset Management
New York
$5.87M -$98.5K -2,850 -2%
DI
275
Dalton Investments
Nevada
$5.85M -$6.08M -176,000 -51%
9 10
11
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