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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
T. Rowe Price Associates
Maryland
$2.35B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.54B
3
Norges Bank
Norges Bank
Norway
$403M
4
Vanguard Group
Vanguard Group
Pennsylvania
$2.23B
5
CGM
Capital Growth Management
Massachusetts
$213M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.5B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$7.93M
3
FAM
Fred Alger Management
New York
$219M
4
Federated Hermes
Federated Hermes
Pennsylvania
$4.48M
5
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$913M
Name Holding Trade Value Shares
Change 		Shares
Change %
CICI
426
Capital Investment Counsel Inc
North Carolina
$1.27M -$126K -3,883 -9%
QIM
427
Quantitative Investment Management
Virginia
$1.27M +$197K +6,100 +18%
1SB
428
1ST Source Bank
Indiana
$1.26M -$172K -5,317 -12%
QBFM
429
QS Batterymarch Financial Management
New York
$1.24M -$246K -7,623 -17%
MPWT
430
MassMutual Private Wealth & Trust
Connecticut
$1.2M +$335K +10,350 +39%
PIA
431
Piedmont Investment Advisors
North Carolina
$1.19M -$5.53K -171 -0.5%
CPIM
432
Columbia Partners Investment Management
Virginia
$1.19M +$1.19M +36,786 New
SAG
433
Sterne Agee Group
Alabama
$1.16M +$132K +4,095 +13%
Creative Planning
434
Creative Planning
Kansas
$1.15M +$217K +6,713 +23%
SI
435
SII Investments
Wisconsin
$1.13M -$42.9K -1,330 -4%
BGDI
436
BW Gestao de Investimentos
Brazil
$1.12M +$11.8K +366 +1%
OMC
437
Overbrook Management Corp
New York
$1.08M – – –
EOJOAM
438
E. Ohman J:or Asset Management
Sweden
$1.08M – – –
Fiera Capital (Canada)
439
Fiera Capital (Canada)
Quebec, Canada
$1.08M +$1.08M +33,262 New
RFC
440
Regions Financial Corp
Alabama
$1.07M -$100K -3,101 -9%
Capstone Investment Advisors
441
Capstone Investment Advisors
New York
$1.06M +$1.06M +32,900 New
OMCS
442
Old Mutual Customised Solutions
South Africa
$1.01M -$45.3K -1,400 -4%
Brown Advisory
443
Brown Advisory
Maryland
$1.01M +$152K +4,689 +18%
Toronto Dominion Bank
444
Toronto Dominion Bank
Ontario, Canada
$1M +$127K +3,941 +15%
SACTSONJ
445
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$999K – – –
KCM
446
Kames Capital Management
United Kingdom
$986K +$986K +30,494 New
AAIM
447
American Assets Investment Management
California
$970K – – –
SI
448
Sprott Inc
Ontario, Canada
$970K – – –
PAM
449
PartnerRe Asset Management
Connecticut
$962K -$134K -4,140 -12%
SC
450
Sculptor Capital
New York
$962K – – –
16 17
18
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