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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 %
RJA
276
Raymond James & Associates
Florida
$7.09M +$2.09M +53,827 +42%
Calamos Advisors
277
Calamos Advisors
Illinois
$6.95M +$1.18M +30,319 +20%
HW
278
Hancock Whitney
Mississippi
$6.93M +$6.93M +178,500 New
CIP
279
Convergence Investment Partners
Florida
$6.89M +$6.89M +177,492 New
WAM
280
World Asset Management
Michigan
$6.82M -$1.51M -38,841 -18%
UAM
281
UAS Asset Management
New York
$6.63M +$45.6K +1,175 +0.7%
BIM
282
Bridgecreek Investment Management
Oklahoma
$6.61M +$132K +3,410 +2%
Natixis Advisors
283
Natixis Advisors
Massachusetts
$6.51M +$234K +6,043 +4%
MOACM
284
Mutual of America Capital Management
New York
$6.4M +$26.6K +686 +0.4%
LS
285
Livforsakringsbolaget Skandia
Sweden
$6.31M -$2.62M -67,400 -29%
FMI
286
Factory Mutual Insurance
Massachusetts
$6.21M – – –
AAF
287
Andra AP-fonden
Sweden
$6.2M +$3.04M +78,300 +96%
FSA
288
Financial Sense Advisors
California
$6.19M +$450K +11,588 +8%
AI
289
Ariel Investments
Illinois
$6.18M -$7.76K -200 -0.1%
AMI
290
Amica Mutual Insurance
Rhode Island
$6.17M – – –
RIG
291
Renaissance Investment Group
Massachusetts
$6.11M +$50.6K +1,305 +0.8%
CIBC World Market
292
CIBC World Market
Ontario, Canada
$6.09M -$2.34M -60,421 -28%
OC
293
Oppenheimer & Co
New York
$6.03M +$1.25M +32,257 +26%
ATN
294
AMF Tjänstepension
Sweden
$6.02M +$6.02M +155,100 New
VAM
295
Visium Asset Management
New York
$5.93M -$1.59M -40,919 -21%
GIM
296
Grassi Investment Management
California
$5.88M +$31K +800 +0.5%
SW
297
SVB Wealth
Massachusetts
$5.85M +$5.85M +150,690 New
FNBOO
298
First National Bank of Omaha
Nebraska
$5.82M +$856K +22,067 +17%
Zurich Cantonal Bank
299
Zurich Cantonal Bank
Switzerland
$5.66M +$1.05M +27,150 +23%
CWA
300
Constellation Wealth Advisors
New York
$5.59M -$46.6K -1,200 -0.8%
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