MS icon

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 %
AHB
376
Abner Herrman & Brock
New Jersey
$2.42M – – –
Rafferty Asset Management
377
Rafferty Asset Management
New York
$2.42M +$1.84M +56,786 +317%
TI
378
Turner Investments
Pennsylvania
$2.41M -$11.2M -347,316 -82%
KAM
379
Keeley Asset Management
Illinois
$2.41M – – –
QT
380
Quantbot Technologies
New York
$2.35M +$2.35M +72,820 New
SIM
381
Sentry Investment Management
Wisconsin
$2.32M -$150K -4,640 -6%
LP
382
LMR Partners
United Kingdom
$2.3M +$2.3M +70,972 New
GMIM
383
General Motors Investment Management
New York
$2.29M +$18.8K +582 +0.8%
GCA
384
Gideon Capital Advisors
New York
$2.27M -$431K -13,344 -16%
APFBOT
385
Amica Pension Fund Board of Trustees
Rhode Island
$2.26M – – –
BBHC
386
Brown Brothers Harriman & Co
New York
$2.19M +$232K +7,180 +12%
DnB Asset Management
387
DnB Asset Management
Norway
$2.1M +$2.1M +64,954 New
Stifel Financial
388
Stifel Financial
Missouri
$2.1M +$677K +20,939 +48%
AL
389
AJO LP
Pennsylvania
$2.1M +$963K +29,800 +85%
SAM
390
Silvercrest Asset Management
New York
$2.09M +$275K +8,501 +15%
HNB
391
Huntington National Bank
Ohio
$2.08M +$524K +16,207 +34%
MC
392
MRJ Capital
New York
$2.03M – – –
GLA
393
Great Lakes Advisors
Illinois
$1.95M -$1.25M -38,776 -39%
QI
394
QS Investors
New York
$1.94M +$1.44M +44,488 +288%
JIC
395
Joel Isaacson & Co
New York
$1.93M -$51.4K -1,591 -3%
AIM
396
abrdn Investment Management
United Kingdom
$1.92M -$85.1K -2,632 -4%
RG
397
Rathbones Group
United Kingdom
$1.89M +$55.3K +1,710 +3%
William Blair & Company
398
William Blair & Company
Illinois
$1.87M -$110K -3,413 -6%
MYLI
399
Meiji Yasuda Life Insurance
Japan
$1.85M +$590K +18,260 +47%
RSS
400
Rosenblum Silverman Sutton
California
$1.83M +$163K +5,050 +10%
14 15
16
17 18