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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 %
BIC
301
Beach Investment Counsel
Pennsylvania
$4.74M 152,036 +24,816 +20%
V
302
Veritable
Delaware
$4.65M 149,175 +27,222 +22%
RIG
303
Renaissance Investment Group
Massachusetts
$4.65M 149,050 +4,330 +3%
MOACM
304
Mutual of America Capital Management
New York
$4.61M 148,028 -3,040 -2%
BIM
305
Bridgecreek Investment Management
Oklahoma
$4.58M 146,950 +2,110 +1%
OC
306
Oppenheimer & Co
New York
$4.56M 146,224 +32,528 +29%
AAM
307
Aberdeen Asset Management
United Kingdom
$4.55M 145,817 -700 -0.5%
CIP
308
Convergence Investment Partners
Florida
$4.51M 144,693 +134,261 +1,287%
SC
309
Scotia Capital
Ontario, Canada
$4.49M 144,144 +11,602 +9%
HAI
310
Hennessy Advisors Inc
California
$4.49M 144,000 +11,000 +8%
SAMNY
311
Samsung Asset Management (New York)
New York
$4.44M 142,490 +142,490 New
Capital Fund Management (CFM)
312
Capital Fund Management (CFM)
France
$4.4M 141,294 +141,294 New
MLIM
313
Mountain Lake Investment Management
Florida
$4.4M 141,032 -37,470 -21%
CIBC World Market
314
CIBC World Market
Ontario, Canada
$4.4M 141,021 +42,888 +44%
B
315
BP
United Kingdom
$4.36M 140,000 – –
PI
316
Placemark Investments
Illinois
$4.35M 139,825 -7,550 -5%
GIM
317
Gyrus Investment Management
Ontario, Canada
$4.3M 124,837 +6,275 +5%
PGFC
318
Peapack-Gladstone Financial Corp
New Jersey
$4.23M 135,680 +5,900 +5%
IGIM
319
I.G. Investment Management
Manitoba, Canada
$4.16M 133,400 +1,500 +1%
WBC
320
Westpac Banking Corp
Australia
$4.12M 132,174 +9,661 +8%
NLI
321
Nippon Life Insurance
Japan
$4.07M 130,715 +4,994 +4%
GCP
322
GSA Capital Partners
United Kingdom
$4.06M 130,339 +83,682 +179%
ERSOT
323
Employees Retirement System of Texas
Texas
$4.02M 129,000 -59,000 -31%
DCMM
324
DG Capital Management (Massachusetts)
Massachusetts
$4.01M 128,785 -25,205 -16%
BCM
325
Bridgeway Capital Management
Texas
$4M 128,300 – –
11 12
13
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