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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 %
WG
376
Winton Group
United Kingdom
$2.81M -$4.34M -111,926 -61%
KCM
377
Kames Capital Management
United Kingdom
$2.75M – – –
HIM
378
Hutchens Investment Management
New Hampshire
$2.75M +$2.75M +70,803 New
MFS
379
McNamara Financial Services
Massachusetts
$2.75M +$2.75M +70,803 New
GCM
380
Gator Capital Management
Florida
$2.74M +$2.74M +70,813 New
HighTower Advisors
381
HighTower Advisors
Illinois
$2.73M -$1.84M -47,550 -40%
NC
382
Northpointe Capital
Michigan
$2.73M -$483K -12,461 -15%
APFBOT
383
Amica Pension Fund Board of Trustees
Rhode Island
$2.71M – – –
Fiera Capital (Canada)
384
Fiera Capital (Canada)
Quebec, Canada
$2.7M -$400K -10,300 -13%
GMIM
385
General Motors Investment Management
New York
$2.66M – – –
GCM
386
Gibraltar Capital Management
Oklahoma
$2.65M +$2.65M +68,244 New
QI
387
QS Investors
New York
$2.63M +$442K +11,385 +20%
TMAM
388
Tokio Marine Asset Management
Japan
$2.61M -$953K -24,564 -27%
RSS
389
Rosenblum Silverman Sutton
California
$2.53M -$7.76K -200 -0.3%
SIG
390
Schooner Investment Group
Pennsylvania
$2.52M -$581K -15,000 -19%
CLOS
391
Compagnie Lombard Odier SCmA
Switzerland
$2.49M -$578K -14,904 -19%
SLF
392
Sun Life Financial
Ontario, Canada
$2.48M -$348K -8,976 -12%
HNB
393
Huntington National Bank
Ohio
$2.48M -$158K -4,073 -6%
MC
394
MRJ Capital
New York
$2.44M – – –
AIM
395
abrdn Investment Management
United Kingdom
$2.43M -$53.3K -1,374 -2%
CF
396
CNA Financial
Illinois
$2.42M -$825K -21,275 -25%
LOAMS
397
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.33M -$5.5M -141,710 -70%
SAM
398
Silvercrest Asset Management
New York
$2.32M +$93.1K +2,400 +4%
RG
399
Rathbones Group
United Kingdom
$2.27M +$11.6K +300 +0.5%
JIC
400
Joel Isaacson & Co
New York
$2.25M -$73.4K -1,891 -3%
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