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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 %
BA
326
Boston Advisors
Massachusetts
$3.92M -$17.7M -547,053 -82%
BSPF
327
British Steel Pension Fund
United Kingdom
$3.9M – – –
HighTower Advisors
328
HighTower Advisors
Illinois
$3.84M +$1.87M +57,932 +95%
WPIC
329
White Pine Investment Company
Michigan
$3.83M +$1.88M +58,138 +96%
TTWM
330
TCV Trust & Wealth Management
Virginia
$3.8M +$58.2K +1,800 +2%
YIA
331
YHB Investment Advisors
Connecticut
$3.76M -$225K -6,950 -6%
CIBC World Market
332
CIBC World Market
Ontario, Canada
$3.75M -$805K -24,894 -18%
OA
333
OFI Advisors
Pennsylvania
$3.72M +$178K +5,518 +5%
Zurich Cantonal Bank
334
Zurich Cantonal Bank
Switzerland
$3.56M +$326K +10,095 +10%
LSERS
335
Louisiana State Employees Retirement System
Louisiana
$3.55M -$45.3K -1,400 -1%
DC
336
Deere & Company
Illinois
$3.53M – – –
Natixis Advisors
337
Natixis Advisors
Massachusetts
$3.53M +$305K +9,419 +9%
ST
338
Spot Trading
Illinois
$3.51M -$2.1M -65,006 -37%
AIP
339
Ameritas Investment Partners
Nebraska
$3.5M -$12.2K -377 -0.3%
PP
340
Patten & Patten
Tennessee
$3.49M +$2.14M +66,085 +158%
VKH
341
Virtu KCG Holdings
New York
$3.44M +$953K +29,467 +38%
AF
342
Arrow Financial
New York
$3.43M +$6.92K +214 +0.2%
D.E. Shaw & Co
343
D.E. Shaw & Co
New York
$3.38M -$38.6M -1,195,579 -92%
RJA
344
Raymond James & Associates
Florida
$3.37M -$242K -7,477 -7%
CIP
345
Convergence Investment Partners
Florida
$3.28M -$1.39M -43,136 -30%
SLI
346
Sumitomo Life Insurance
Japan
$3.28M -$634K -19,610 -16%
LMGAM
347
Liberty Mutual Group Asset Management
Massachusetts
$3.25M +$125K +3,852 +4%
AAF
348
Andra AP-fonden
Sweden
$3.19M -$3.08M -95,200 -49%
TMAM
349
Tokio Marine Asset Management
Japan
$3.17M -$233K -7,191 -7%
VAM
350
Visium Asset Management
New York
$3.15M +$1.92M +59,416 +156%
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