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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 %
LPL Financial
401
LPL Financial
California
$1.73M +$126K +4,056 +8%
PCM
402
Prelude Capital Management
New York
$1.71M +$797K +25,588 +87%
RSS
403
Rosenblum Silverman Sutton
California
$1.61M +$90.4K +2,900 +6%
TNBTD
404
Trustmark National Bank Trust Department
Mississippi
$1.58M -$405K -12,997 -20%
MCM
405
Mazama Capital Management
Oregon
$1.58M +$1.58M +50,800 New
CCM
406
Compton Capital Management
Rhode Island
$1.58M +$47.5K +1,525 +3%
HT
407
HAP Trading
New York
$1.58M +$1.58M +50,763 New
SC
408
SouthState Corp
Florida
$1.56M -$31K -994 -2%
KJHP
409
K.J. Harrison & Partners
Ontario, Canada
$1.55M – – –
Daiwa Securities Group
410
Daiwa Securities Group
Japan
$1.53M -$37.4K -1,200 -2%
KRSITF
411
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.51M -$21.8K -701 -1%
HNB
412
Huntington National Bank
Ohio
$1.5M +$622K +19,958 +71%
MERSOM
413
Municipal Employees' Retirement System of Michigan
Michigan
$1.47M +$43.6K +1,400 +3%
CAM
414
CMT Asset Management
Illinois
$1.44M +$975K +31,264 +208%
PA
415
Profund Advisors
Maryland
$1.44M +$149K +4,785 +12%
QBFM
416
QS Batterymarch Financial Management
New York
$1.44M +$249K +7,970 +21%
Truist Financial
417
Truist Financial
North Carolina
$1.42M +$187K +5,996 +15%
MAM
418
Mizuho Asset Management
Japan
$1.41M -$97.5K -3,128 -6%
1SB
419
1ST Source Bank
Indiana
$1.38M -$102K -3,281 -7%
Stifel Financial
420
Stifel Financial
Missouri
$1.37M +$1.37M +43,943 New
ANRIA
421
American National Registered Investment Advisor
Texas
$1.35M – – –
CICI
422
Capital Investment Counsel Inc
North Carolina
$1.35M -$43.6K -1,398 -3%
CI
423
Conning Inc
Connecticut
$1.35M +$71.1K +2,280 +6%
PIP
424
Palisades Investment Partners
California
$1.33M – – –
TCM
425
Twin Capital Management
Pennsylvania
$1.32M -$79.2K -2,540 -6%
15 16
17
18 19