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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 %
SIP
326
Stoneridge Investment Partners
Pennsylvania
$4.3M +$4.3M +110,781 New
LPL Financial
327
LPL Financial
California
$4.25M +$774K +19,953 +22%
AIP
328
Ameritas Investment Partners
Nebraska
$4.24M – – –
EGM
329
Espalier Global Management
New York
$4.24M -$1.58M -40,800 -27%
OA
330
OFI Advisors
Pennsylvania
$4.24M +$96.3K +2,483 +2%
UOC
331
UBS O'Connor
Illinois
$4.22M -$9.11M -234,774 -68%
PP
332
Patten & Patten
Tennessee
$4.19M +$30.8K +795 +0.7%
DC
333
Deere & Company
Illinois
$4.16M -$56.6K -1,460 -1%
LMGAM
334
Liberty Mutual Group Asset Management
Massachusetts
$4.05M +$26.1K +673 +0.6%
TNBTD
335
Trustmark National Bank Trust Department
Mississippi
$4.02M +$2.73M +70,281 +212%
SCM
336
Shelton Capital Management
Colorado
$3.93M +$570K +14,700 +17%
GIA
337
Gargoyle Investment Advisor
New Jersey
$3.92M – – –
TPCM
338
Tide Point Capital Management
Connecticut
$3.88M +$3.88M +100,000 New
CPIM
339
Columbia Partners Investment Management
Virginia
$3.88M +$1.22M +31,546 +46%
DCMM
340
DG Capital Management (Massachusetts)
Massachusetts
$3.88M +$217K +5,595 +6%
Nordea Investment Management
341
Nordea Investment Management
Sweden
$3.87M -$410K -10,573 -10%
QIM
342
Quantitative Investment Management
Virginia
$3.86M +$795K +20,500 +26%
Stifel Financial
343
Stifel Financial
Missouri
$3.85M +$662K +17,077 +21%
SM
344
Stratton Management
Pennsylvania
$3.82M +$3.82M +98,415 New
ERSOT
345
Employees Retirement System of Texas
Texas
$3.8M – – –
YIA
346
YHB Investment Advisors
Connecticut
$3.72M – – –
Robeco Institutional Asset Management
347
Robeco Institutional Asset Management
Netherlands
$3.71M -$1.87M -48,264 -34%
Commonwealth Equity Services
348
Commonwealth Equity Services
Massachusetts
$3.63M -$30.4K -783 -0.8%
PPCM
349
Pillar Pacific Capital Management
California
$3.63M +$319K +8,215 +10%
SLI
350
Sumitomo Life Insurance
Japan
$3.63M -$201K -5,169 -5%
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