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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 %
ARC
301
Absolute Return Capital
Massachusetts
$4.89M -$428K -13,249 -8%
AB
302
AT Bancorp
Iowa
$4.89M +$1.27M +39,282 +35%
PI
303
Placemark Investments
Illinois
$4.84M +$314K +9,695 +7%
MOACM
304
Mutual of America Capital Management
New York
$4.77M -$14.8K -458 -0.3%
WAM
305
Wolverine Asset Management
Illinois
$4.68M -$1.03M -31,888 -18%
AIC
306
Argus Investors Counsel
New York
$4.66M -$718K -22,200 -13%
MLIM
307
Mountain Lake Investment Management
Florida
$4.56M – – –
B
308
BP
United Kingdom
$4.53M – – –
HAI
309
Hennessy Advisors Inc
California
$4.49M -$162K -5,000 -3%
Federated Hermes
310
Federated Hermes
Pennsylvania
$4.48M -$69.4M -2,145,334 -94%
NLI
311
Nippon Life Insurance
Japan
$4.42M +$198K +6,112 +5%
DCM
312
Dupont Capital Management
Delaware
$4.41M +$1.42M +43,812 +47%
PGFC
313
Peapack-Gladstone Financial Corp
New Jersey
$4.39M – – –
Nordea Investment Management
314
Nordea Investment Management
Sweden
$4.38M +$593K +18,329 +16%
WBC
315
Westpac Banking Corp
Australia
$4.34M +$65.5K +2,025 +2%
OC
316
Oppenheimer & Co
New York
$4.34M -$389K -12,031 -8%
B
317
Barings
North Carolina
$4.22M +$521K +16,100 +14%
SIG
318
Schooner Investment Group
Pennsylvania
$4.2M +$323K +10,000 +8%
BP
319
Banyan Partners
Florida
$4.16M +$298K +9,223 +8%
BCM
320
Bridgeway Capital Management
Texas
$4.15M – – –
ST
321
Sentinel Trust
Texas
$4.12M +$295K +9,130 +8%
UB
322
UMB Bank
Missouri
$4.08M +$87.5K +2,708 +2%
SAM
323
Securian Asset Management
Minnesota
$4.07M -$27.2K -841 -0.7%
GIM
324
Gyrus Investment Management
Ontario, Canada
$4.02M -$17.8K -550 -0.4%
FVCM
325
F&V Capital Management
Florida
$3.93M -$45.3K -1,400 -1%
11 12
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