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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 %
ARTA
301
A.R.T. Advisors
New York
$4.93M +$4.93M +142,482 New
FIG
302
Fortress Investment Group
New York
$4.89M +$4.89M +141,503 New
MLIM
303
Mountain Lake Investment Management
Florida
$4.74M -$138K -4,000 -3%
SAM
304
Securian Asset Management
Minnesota
$4.72M +$372K +10,765 +9%
MLL
305
Moody Lynn & Lieberson
Massachusetts
$4.72M +$4.72M +136,376 New
PGFC
306
Peapack-Gladstone Financial Corp
New Jersey
$4.68M -$13.8K -400 -0.3%
WBC
307
Westpac Banking Corp
Australia
$4.63M -$9.06K -262 -0.2%
ST
308
Sentinel Trust
Texas
$4.61M +$214K +6,183 +5%
Federated Hermes
309
Federated Hermes
Pennsylvania
$4.56M -$231K -6,692 -5%
LMIM
310
Lockheed Martin Investment Management
Maryland
$4.49M -$1.73M -50,000 -28%
RJA
311
Raymond James & Associates
Florida
$4.46M +$860K +24,887 +24%
NLI
312
Nippon Life Insurance
Japan
$4.43M -$305K -8,814 -6%
FNBOO
313
First National Bank of Omaha
Nebraska
$4.42M +$4.42M +127,828 New
BA
314
Boston Advisors
Massachusetts
$4.41M +$218K +6,300 +5%
BP
315
Banyan Partners
Florida
$4.38M -$71K -2,054 -2%
CM
316
Churchill Management
California
$4.36M +$4.36M +126,176 New
GIM
317
Gyrus Investment Management
Ontario, Canada
$4.28M -$16.4K -475 -0.4%
OC
318
Oppenheimer & Co
New York
$4.25M -$386K -11,155 -8%
FVCM
319
F&V Capital Management
Florida
$4.22M +$14.9K +430 +0.4%
WPIC
320
White Pine Investment Company
Michigan
$4.13M +$38K +1,100 +0.9%
KRS
321
Kentucky Retirement Systems
Kentucky
$4.12M +$4.12M +119,139 New
Zurich Cantonal Bank
322
Zurich Cantonal Bank
Switzerland
$4.1M +$292K +8,442 +8%
LSERS
323
Louisiana State Employees Retirement System
Louisiana
$4.07M +$270K +7,800 +7%
HighTower Advisors
324
HighTower Advisors
Illinois
$4.06M -$30K -872 -0.7%
TTWM
325
TCV Trust & Wealth Management
Virginia
$4.04M -$18.9K -546 -0.5%
11 12
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