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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 %
FCI
401
Financial Counselors Inc
Kansas
$2.25M +$630K +16,229 +39%
TWI
402
Thomas White International
Illinois
$2.23M -$8.26K -213 -0.4%
CS
403
Candriam SCA
Luxembourg
$2.2M +$2.2M +56,728 New
MPA
404
Marvin & Palmer Associates
Delaware
$2.17M +$2.17M +56,025 New
PA
405
Profund Advisors
Maryland
$2.15M +$131K +3,366 +6%
CA
406
Cornerstone Advisors
North Carolina
$2.13M – – –
QI
407
Quotient Investors
New York
$2.11M +$2.11M +54,348 New
KRSITF
408
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.11M +$201K +5,190 +11%
MERSOM
409
Municipal Employees' Retirement System of Michigan
Michigan
$2.07M +$194K +5,010 +10%
FMBTD
410
First Midwest Bank Trust Division
Illinois
$2.05M +$2.05M +52,930 New
WPC
411
White Pine Capital
Minnesota
$2.02M +$486K +12,525 +32%
Wellington Management Group
412
Wellington Management Group
Massachusetts
$2.01M +$344K +8,880 +21%
MAM
413
Mizuho Asset Management
Japan
$1.96M +$140K +3,613 +8%
Bank of Nova Scotia
414
Bank of Nova Scotia
Ontario, Canada
$1.96M +$2.91K +75 +0.1%
TCM
415
Telos Capital Management
California
$1.91M +$1.91M +49,315 New
SC
416
SouthState Corp
Florida
$1.9M -$9.7K -250 -0.5%
Parallax Volatility Advisers
417
Parallax Volatility Advisers
California
$1.89M +$1.16M +29,774 +157%
Truist Financial
418
Truist Financial
North Carolina
$1.89M +$118K +3,050 +7%
CWM
419
Catamount Wealth Management
Connecticut
$1.89M +$1.89M +48,627 New
ST
420
Spot Trading
Illinois
$1.84M +$1.84M +47,494 New
TTWM
421
TCV Trust & Wealth Management
Virginia
$1.84M -$2.7M -69,621 -60%
HAM
422
Highstreet Asset Management
Ontario, Canada
$1.83M +$322K +8,290 +21%
CCM
423
Compton Capital Management
Rhode Island
$1.79M -$58.2K -1,500 -3%
NB
424
Norinchukin Bank
Japan
$1.79M +$1.1M +28,396 +160%
Rafferty Asset Management
425
Rafferty Asset Management
New York
$1.77M -$366K -9,432 -17%
15 16
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