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Morgan Stanley
MS

Overview Fund Activity

790 hedge funds and large institutions have $64.8B invested in Morgan Stanley in 2014 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 290 increasing their positions, 272 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
790
Holders Change
+59
Holders Change %
+8.07%
% of All Funds
21.08%
Holding in Top 10
34
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+41.67%
% of All Funds
0.91%
New
114
Increased
290
Reduced
272
Closed
45
Calls
$558M
Puts
$1.4B
Net Calls
-$837M
Net Calls Change
-$307M

Top Buyers

1
CG
Carmignac Gestion
France
+$379M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$181M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$134M
4
Jennison Associates
Jennison Associates
New York
+$121M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$104M

Top Sellers

1
CANY
Caxton Associates (New York)
New York
-$206M
2
FAM
Fred Alger Management
New York
-$180M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
-$111M
4
Franklin Resources
Franklin Resources
California
-$103M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$84.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
V
251
Veritable
Delaware
$8.45M +$1.78M +45,812 +27%
CBOA
252
Commonwealth Bank of Australia
Australia
$8.42M +$422K +10,869 +5%
JPMIA
253
J.P. Marvel Investment Advisors
Massachusetts
$8.4M +$551K +14,200 +7%
WB
254
WesBanco Bank
West Virginia
$8.36M +$23.9K +616 +0.3%
HHMI
255
Howard Hughes Medical Institute
Maryland
$8.34M +$388K +10,000 +5%
BA
256
Boston Advisors
Massachusetts
$8.3M +$3.35M +86,369 +68%
GPSPJS
257
General Pension Society PZU Joint Stock
Poland
$8.16M -$2.84M -73,231 -26%
Mitsubishi UFJ Asset Management
258
Mitsubishi UFJ Asset Management
Japan
$8.11M -$1.15M -29,699 -12%
CC
259
Carlson Capital
Texas
$8.07M -$8.65M -223,040 -52%
BAAM
260
Baker Avenue Asset Management
California
$8.03M -$1.57M -40,372 -16%
SCM
261
Sterling Capital Management
North Carolina
$7.94M +$6.92M +178,380 +681%
SEIA
262
Signature Estate & Investment Advisors
California
$7.87M +$1.46M +37,701 +23%
ANI
263
American National Insurance
Texas
$7.86M -$481K -12,400 -6%
DCM
264
Dupont Capital Management
Delaware
$7.79M +$1.15M +29,547 +17%
JCP
265
Jabre Capital Partners
Switzerland
$7.76M -$5.43M -140,000 -41%
BCAM
266
Boston Common Asset Management
Massachusetts
$7.74M -$114K -2,949 -1%
Nomura Asset Management
267
Nomura Asset Management
Japan
$7.69M -$437K -11,300 -5%
DILH
268
Dai-ichi Life Holdings
Japan
$7.47M -$172K -4,445 -2%
FCBT
269
First Citizens Bank & Trust
North Carolina
$7.36M +$54.2K +1,396 +0.7%
UB
270
UMB Bank
Missouri
$7.32M +$545K +14,055 +8%
M&T Bank
271
M&T Bank
New York
$7.28M +$27.5K +709 +0.4%
PRA
272
Parametric Risk Advisors
Connecticut
$7.27M -$330K -8,500 -4%
GH
273
GAM Holding
Switzerland
$7.26M -$575K -14,825 -7%
IGIM
274
I.G. Investment Management
Manitoba, Canada
$7.25M +$1.03M +26,578 +17%
NMERB
275
New Mexico Educational Retirement Board
New Mexico
$7.19M -$753K -19,400 -9%
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