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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 %
SCM
351
Shelton Capital Management
Colorado
$3.12M +$339K +10,500 +12%
MHC
352
Meyer Handelman Company
New York
$3.12M – – –
ERSOT
353
Employees Retirement System of Texas
Texas
$3.1M -$1.07M -33,000 -26%
SC
354
Scotia Capital
Ontario, Canada
$3.09M -$1.57M -48,517 -34%
WT
355
Wilmington Trust
Delaware
$3.08M -$128K -3,956 -4%
LTI
356
Laffer Tengler Investments
Tennessee
$3.07M -$165K -5,110 -5%
CNB
357
City National Bank
California
$3.05M -$9.44K -292 -0.3%
GIA
358
Gargoyle Investment Advisor
New Jersey
$3.04M – – –
CAM
359
Capstone Asset Management
Texas
$2.97M -$748K -23,139 -20%
NEI
360
Northwest & Ethical Investments
Ontario, Canada
$2.92M – – –
DCMM
361
DG Capital Management (Massachusetts)
Massachusetts
$2.9M -$1.26M -39,120 -30%
SSI
362
Scott & Selber Inc
Texas
$2.88M -$3.82K -118 -0.1%
ROTUOC
363
Regents of the University of California
California
$2.86M +$2.86M +88,507 New
SLF
364
Sun Life Financial
Ontario, Canada
$2.86M -$279K -8,637 -9%
CSS
365
Cubist Systematic Strategies
Connecticut
$2.84M +$2.84M +87,828 New
GCP
366
GSA Capital Partners
United Kingdom
$2.82M -$1.4M -43,154 -33%
Commonwealth Equity Services
367
Commonwealth Equity Services
Massachusetts
$2.75M +$50.6K +1,564 +2%
TAM
368
Tocqueville Asset Management
New York
$2.73M -$31.5K -975 -1%
LPL Financial
369
LPL Financial
California
$2.72M +$924K +28,565 +51%
CF
370
CNA Financial
Illinois
$2.7M +$464K +14,350 +21%
PPCM
371
Pillar Pacific Capital Management
California
$2.63M +$117K +3,615 +5%
DY
372
Dowling & Yahnke
California
$2.58M +$91.3K +2,825 +4%
CLOS
373
Compagnie Lombard Odier SCmA
Switzerland
$2.58M +$15.7K +487 +0.6%
CCM
374
Crossvault Capital Management
Texas
$2.44M +$88.1K +2,725 +4%
BG
375
Bollard Group
Massachusetts
$2.43M +$1.38M +42,557 +130%
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