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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 %
Asset Management One
301
Asset Management One
Japan
$5.51M -$653K -16,767 -11%
PI
302
Placemark Investments
Illinois
$5.5M -$157K -4,047 -3%
KJHP
303
K.J. Harrison & Partners
Ontario, Canada
$5.43M +$1.75M +45,000 +47%
PGFC
304
Peapack-Gladstone Financial Corp
New Jersey
$5.38M +$128K +3,302 +2%
SC
305
Scotia Capital
Ontario, Canada
$5.35M +$1.45M +37,480 +37%
ST
306
Sentinel Trust
Texas
$5.25M +$67.1K +1,730 +1%
FVCM
307
F&V Capital Management
Florida
$5.22M +$486K +12,523 +10%
AIC
308
Argus Investors Counsel
New York
$5.18M -$384K -9,905 -7%
B
309
Barings
North Carolina
$5.09M -$749K -19,300 -13%
CM
310
Churchill Management
California
$5.07M +$170K +4,386 +3%
ARTA
311
A.R.T. Advisors
New York
$5.05M -$477K -12,304 -9%
LMIM
312
Lockheed Martin Investment Management
Maryland
$5.04M – – –
SMDAM
313
Sumitomo Mitsui DS Asset Management
Japan
$5.02M -$514K -13,248 -9%
SIM
314
Sentry Investment Management
Wisconsin
$4.87M +$2.38M +61,453 +96%
LBC
315
Lowe Brockenbrough & Co
Virginia
$4.78M +$1.58M +40,770 +49%
N
316
Natixis
France
$4.74M +$2.39M +61,629 +102%
HAI
317
Hennessy Advisors Inc
California
$4.73M +$272K +7,000 +6%
WPIC
318
White Pine Investment Company
Michigan
$4.55M -$94.7K -2,440 -2%
LSERS
319
Louisiana State Employees Retirement System
Louisiana
$4.46M -$105K -2,700 -2%
GIM
320
Gyrus Investment Management
Ontario, Canada
$4.43M -$378K -9,750 -8%
KRS
321
Kentucky Retirement Systems
Kentucky
$4.4M -$219K -5,645 -5%
BSPF
322
British Steel Pension Fund
United Kingdom
$4.39M – – –
CAM
323
Capstone Asset Management
Texas
$4.33M +$661K +17,030 +18%
AF
324
Arrow Financial
New York
$4.33M +$74.3K +1,916 +2%
CNB
325
City National Bank
California
$4.32M -$164K -4,214 -4%
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