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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 %
CLOS
376
Compagnie Lombard Odier SCmA
Switzerland
$2.47M +$35.2K +1,128 +1%
PPCM
377
Pillar Pacific Capital Management
California
$2.42M -$19.2K -615 -0.8%
VKH
378
Virtu KCG Holdings
New York
$2.4M -$1.94M -62,182 -45%
DY
379
Dowling & Yahnke
California
$2.4M +$34.3K +1,101 +1%
SIM
380
Sentry Investment Management
Wisconsin
$2.38M – – –
AHB
381
Abner Herrman & Brock
New Jersey
$2.33M – – –
ACM
382
Aviance Capital Management
Florida
$2.33M +$1.98M +63,471 +571%
KAM
383
Keeley Asset Management
Illinois
$2.32M – – –
CCM
384
Crossvault Capital Management
Texas
$2.27M +$169K +5,420 +8%
GMIM
385
General Motors Investment Management
New York
$2.19M -$340K -10,905 -13%
APFBOT
386
Amica Pension Fund Board of Trustees
Rhode Island
$2.18M – – –
CF
387
CNA Financial
Illinois
$2.16M -$104K -3,325 -5%
BCM
388
Breithorn Capital Management
New York
$2.07M +$3.46K +111 +0.2%
FAM
389
Forty4 Asset Management
Illinois
$1.99M +$1.99M +63,900 New
MC
390
MRJ Capital
New York
$1.96M +$3.12K +100 +0.2%
AIM
391
abrdn Investment Management
United Kingdom
$1.93M +$35.4K +1,137 +2%
William Blair & Company
392
William Blair & Company
Illinois
$1.91M -$19K -609 -1%
JIC
393
Joel Isaacson & Co
New York
$1.91M -$31K -995 -2%
HighTower Advisors
394
HighTower Advisors
Illinois
$1.9M -$13.4K -429 -0.7%
BBHC
395
Brown Brothers Harriman & Co
New York
$1.89M +$119K +3,830 +7%
WPIC
396
White Pine Investment Company
Michigan
$1.88M +$24.3K +780 +1%
BCM
397
Barometer Capital Management
Ontario, Canada
$1.85M +$1.85M +59,200 New
RG
398
Rathbones Group
United Kingdom
$1.77M -$98.8K -3,170 -5%
SAM
399
Silvercrest Asset Management
New York
$1.75M -$5.39K -173 -0.3%
TWI
400
Thomas White International
Illinois
$1.75M +$1.75M +56,001 New
14 15
16
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