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Morgan Stanley
MS

Overview Fund Activity

731 hedge funds and large institutions have $54.2B invested in Morgan Stanley in 2014 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 287 increasing their positions, 261 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
731
Holders Change
-2
Holders Change %
-0.27%
% of All Funds
21.23%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.7%
New
56
Increased
287
Reduced
261
Closed
50
Calls
$513M
Puts
$1.04B
Net Calls
-$529M
Net Calls Change
-$140M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.87B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.85B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.54B
4
State Street
4
State Street
Massachusetts
$5.02B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.74B

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$244M
2
EVM
2
Eaton Vance Management
Massachusetts
$135M
3
Eagle Capital Management (New York)
3
Eagle Capital Management (New York)
New York
$829M
4
Franklin Resources
4
Franklin Resources
California
$1.04B
5
Goldman Sachs
5
Goldman Sachs
New York
$248M
Name Holding Trade Value Shares
Change 		Shares
Change %
TMAM
351
Tokio Marine Asset Management
Japan
$3.17M -$218K -6,302 -6%
MHC
352
Meyer Handelman Company
New York
$3.13M -$203K -5,868 -6%
NEI
353
Northwest & Ethical Investments
Ontario, Canada
$3.12M – – –
ROTUOC
354
Regents of the University of California
California
$3.12M +$58.8K +1,700 +2%
LPL Financial
355
LPL Financial
California
$3.04M +$189K +5,555 +7%
SSI
356
Scott & Selber Inc
Texas
$3.01M -$74.9K -2,166 -2%
SCM
357
Shelton Capital Management
Colorado
$2.99M -$342K -9,900 -10%
PPCM
358
Pillar Pacific Capital Management
California
$2.95M +$135K +3,895 +5%
TAM
359
Tocqueville Asset Management
New York
$2.93M +$12.1K +350 +0.4%
AHB
360
Abner Herrman & Brock
New Jersey
$2.9M +$311K +9,000 +12%
CF
361
CNA Financial
Illinois
$2.89M – – –
DY
362
Dowling & Yahnke
California
$2.88M +$124K +3,585 +4%
NC
363
Northpointe Capital
Michigan
$2.86M +$2.86M +82,720 New
LBC
364
Lowe Brockenbrough & Co
Virginia
$2.85M +$2.85M +82,445 New
BG
365
Bollard Group
Massachusetts
$2.85M +$250K +7,232 +10%
Stifel Financial
366
Stifel Financial
Missouri
$2.84M +$600K +17,352 +27%
AAF
367
Andra AP-fonden
Sweden
$2.82M -$595K -17,200 -17%
Fiera Capital (Canada)
368
Fiera Capital (Canada)
Quebec, Canada
$2.77M +$1.62M +46,738 +141%
CLOS
369
Compagnie Lombard Odier SCmA
Switzerland
$2.74M -$17.7K -511 -0.6%
QIM
370
Quantitative Investment Management
Virginia
$2.73M +$1.37M +39,600 +101%
CCM
371
Crossvault Capital Management
Texas
$2.72M +$110K +3,195 +4%
SIG
372
Schooner Investment Group
Pennsylvania
$2.72M -$1.7M -50,000 -38%
NI
373
Numeric Investors
Massachusetts
$2.71M -$5.38M -155,600 -67%
MYLI
374
Meiji Yasuda Life Insurance
Japan
$2.69M +$706K +20,412 +36%
AP
375
AHL Partners
United Kingdom
$2.67M +$2.67M +77,319 New
13 14
15
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