MS icon

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 %
PRA
326
Parametric Risk Advisors
Connecticut
$3.97M 127,348 +116,386 +1,062%
SAM
327
Securian Asset Management
Minnesota
$3.95M 126,684 +1,752 +1%
Bank of Nova Scotia
328
Bank of Nova Scotia
Ontario, Canada
$3.92M 125,842 +34,143 +37%
UB
329
UMB Bank
Missouri
$3.85M 123,493 +123,493 New
YIA
330
YHB Investment Advisors
Connecticut
$3.84M 123,275 +5,775 +5%
FVCM
331
F&V Capital Management
Florida
$3.83M 122,976 +3,030 +3%
SLI
332
Sumitomo Life Insurance
Japan
$3.77M 120,918 -9,165 -7%
BSPF
333
British Steel Pension Fund
United Kingdom
$3.76M 120,696 +53,592 +80%
SIG
334
Schooner Investment Group
Pennsylvania
$3.74M 120,000 +65,000 +118%
BP
335
Banyan Partners
Florida
$3.72M 119,403 +93,021 +353%
Connor, Clark & Lunn Investment Management (CC&L)
336
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.69M 107,100 -76,355 -42%
ST
337
Sentinel Trust
Texas
$3.68M 118,143 +8,570 +8%
Nordea Investment Management
338
Nordea Investment Management
Sweden
$3.65M 117,204 -10,139 -8%
KRS
339
Kentucky Retirement Systems
Kentucky
$3.62M 116,275 +1,890 +2%
TTWM
340
TCV Trust & Wealth Management
Virginia
$3.61M 115,693 +3,832 +3%
CAM
341
Capstone Asset Management
Texas
$3.58M 114,928 -27,700 -19%
B
342
Barings
North Carolina
$3.57M 114,393 -41,500 -27%
AB
343
AT Bancorp
Iowa
$3.49M 111,923 +2,295 +2%
RJA
344
Raymond James & Associates
Florida
$3.48M 111,585 +5,963 +6%
LSERS
345
Louisiana State Employees Retirement System
Louisiana
$3.47M 111,200 -400 -0.4%
OA
346
OFI Advisors
Pennsylvania
$3.42M 109,607 +6,834 +7%
DC
347
Deere & Company
Illinois
$3.4M 109,180 -19,958 -15%
AIP
348
Ameritas Investment Partners
Nebraska
$3.39M 108,736 -1,346 -1%
AF
349
Arrow Financial
New York
$3.3M 106,002 +12,815 +14%
TMAM
350
Tokio Marine Asset Management
Japan
$3.28M 105,296 -5,451 -5%
12 13
14
15 16