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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
SCM
351
Stux Capital Management
New York
$3.21M -$6.24K -200 -0.2%
DCM
352
Driehaus Capital Management
Illinois
$3.2M -$5.08M -163,035 -61%
Zurich Cantonal Bank
353
Zurich Cantonal Bank
Switzerland
$3.12M +$570K +18,298 +22%
WMSA
354
Weiss Multi-Strategy Advisers
New York
$3.12M +$3.12M +100,000 New
LTI
355
Laffer Tengler Investments
Tennessee
$3.12M – – –
Natixis Advisors
356
Natixis Advisors
Massachusetts
$3.11M +$1.09M +34,836 +54%
WT
357
Wilmington Trust
Delaware
$3.09M -$179K -5,731 -5%
GLA
358
Great Lakes Advisors
Illinois
$3.09M +$186K +5,956 +6%
SLF
359
Sun Life Financial
Ontario, Canada
$3.02M -$1.4M -44,806 -32%
LMGAM
360
Liberty Mutual Group Asset Management
Massachusetts
$3.01M +$279K +8,953 +10%
MHC
361
Meyer Handelman Company
New York
$3M – – –
BCM
362
Bluefin Capital Management
New York
$3M +$3M +95,000 New
CNB
363
City National Bank
California
$2.95M -$482K -15,459 -14%
BAAM
364
Baker Avenue Asset Management
California
$2.91M +$837K +26,854 +40%
DCM
365
Dupont Capital Management
Delaware
$2.89M +$2.38M +76,416 +470%
GIA
366
Gargoyle Investment Advisor
New Jersey
$2.89M +$40.7K +1,305 +1%
NEI
367
Northwest & Ethical Investments
Ontario, Canada
$2.82M -$315K -10,100 -10%
JG
368
Jefferies Group
New York
$2.79M +$1.92M +61,533 +221%
SSI
369
Scott & Selber Inc
Texas
$2.78M +$11.3K +361 +0.4%
TH
370
Timber Hill
Connecticut
$2.7M +$832K +26,675 +45%
SCM
371
Shelton Capital Management
Colorado
$2.68M – – –
TAM
372
Tocqueville Asset Management
New York
$2.67M +$122K +3,925 +5%
PI
373
PineBridge Investments
New York
$2.62M – – –
GCA
374
Gideon Capital Advisors
New York
$2.61M +$670K +21,496 +35%
Commonwealth Equity Services
375
Commonwealth Equity Services
Massachusetts
$2.6M -$17.7K -567 -0.7%
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