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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 %
FAM
426
Fortaleza Asset Management
Illinois
$1.32M – – –
SGH
427
Schonfeld Group Holdings
New York
$1.32M +$1.32M +42,177 New
PP
428
Patten & Patten
Tennessee
$1.3M +$237K +7,595 +22%
MNBTD
429
Moody National Bank Trust Division
Texas
$1.3M – – –
MAM
430
Martingale Asset Management
Massachusetts
$1.27M +$1.16M +37,257 +1,064%
CK
431
Cohen Klingenstein
New York
$1.24M – – –
MYLI
432
Meiji Yasuda Life Insurance
Japan
$1.22M +$594K +19,047 +95%
BIM
433
Beach Investment Management
Pennsylvania
$1.22M – – –
CA
434
Cornerstone Advisors
North Carolina
$1.22M – – –
SFU
435
Stonehage Fleming (UK)
United Kingdom
$1.2M – – –
VAM
436
Visium Asset Management
New York
$1.18M +$157K +5,039 +15%
PIA
437
Piedmont Investment Advisors
North Carolina
$1.16M -$32.7K -1,048 -3%
AB
438
Amalgamated Bank
New York
$1.15M -$20.9K -670 -2%
RFC
439
Regions Financial Corp
Alabama
$1.13M -$242K -7,751 -18%
SI
440
SII Investments
Wisconsin
$1.13M -$1.21K -39 -0.1%
AL
441
AJO LP
Pennsylvania
$1.09M -$1.57M -50,300 -59%
BGDI
442
BW Gestao de Investimentos
Brazil
$1.07M +$52.6K +1,686 +5%
PAM
443
PartnerRe Asset Management
Connecticut
$1.06M +$17.1K +549 +2%
OMC
444
Overbrook Management Corp
New York
$1.04M – – –
HCM
445
Highbridge Capital Management
New York
$1.04M +$1.04M +33,370 New
EOJOAM
446
E. Ohman J:or Asset Management
Sweden
$1.04M -$146K -4,700 -12%
QIM
447
Quantitative Investment Management
Virginia
$1.03M +$1.03M +33,200 New
OMCS
448
Old Mutual Customised Solutions
South Africa
$1.02M – – –
BG
449
Bollard Group
Massachusetts
$1.02M +$751K +24,075 +282%
PRC
450
Platte River Capital
Colorado
$1.01M – – –
16 17
18
19 20