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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 %
NLI
351
Nippon Life Insurance
Japan
$3.6M -$1.37M -35,235 -28%
MHC
352
Meyer Handelman Company
New York
$3.51M – – –
Toronto Dominion Bank
353
Toronto Dominion Bank
Ontario, Canada
$3.51M +$1.67M +43,107 +91%
MCM
354
Maltese Capital Management
New York
$3.49M -$683K -17,600 -16%
VAM
355
Verity Asset Management
North Carolina
$3.48M +$3.48M +89,736 New
DIA
356
Denver Investment Advisors
Colorado
$3.43M +$3.43M +88,370 New
SSI
357
Scott & Selber Inc
Texas
$3.38M +$582 +15 +0%
PG
358
PEAK6 Group
Illinois
$3.37M +$1.09M +28,018 +48%
FIM
359
Foresters Investment Management
New York
$3.33M -$2.59M -66,700 -44%
RI
360
Redwood Investments
Massachusetts
$3.32M +$3.32M +85,461 New
BG
361
Bollard Group
Massachusetts
$3.31M +$114K +2,947 +4%
AHB
362
Abner Herrman & Brock
New Jersey
$3.24M -$14K -360 -0.4%
DY
363
Dowling & Yahnke
California
$3.23M -$8.69K -224 -0.3%
CCM
364
Crossvault Capital Management
Texas
$3.17M +$117K +3,025 +4%
MLIM
365
Mountain Lake Investment Management
Florida
$3.17M -$2.15M -55,470 -40%
CCM
366
Cupps Capital Management
Illinois
$3.15M +$756K +19,491 +32%
Marshall Wace
367
Marshall Wace
United Kingdom
$3.06M -$8.58M -221,002 -74%
TAM
368
Tocqueville Asset Management
New York
$3.01M -$278K -7,175 -8%
NEI
369
Northwest & Ethical Investments
Ontario, Canada
$3M -$504K -13,000 -14%
ACM
370
Aviance Capital Management
Florida
$2.99M +$1.28M +32,903 +74%
FAM
371
Fortaleza Asset Management
Illinois
$2.96M +$543K +14,000 +22%
MYLI
372
Meiji Yasuda Life Insurance
Japan
$2.96M -$58.2K -1,500 -2%
TCM
373
Twin Capital Management
Pennsylvania
$2.92M +$2.45M +63,220 +531%
DnB Asset Management
374
DnB Asset Management
Norway
$2.89M +$167K +4,300 +6%
William Blair & Company
375
William Blair & Company
Illinois
$2.89M +$280K +7,220 +11%
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