MS icon

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 %
Teacher Retirement System of Texas
426
Teacher Retirement System of Texas
Texas
$1.73M +$1.05M +27,064 +154%
ST
427
Semper Trust
Pennsylvania
$1.71M +$1.71M +44,005 New
EOJOAM
428
E. Ohman J:or Asset Management
Sweden
$1.7M +$406K +10,400 +31%
KIA
429
KCM Investment Advisors
California
$1.7M +$372K +9,585 +28%
Daiwa Securities Group
430
Daiwa Securities Group
Japan
$1.68M -$111K -2,870 -6%
MPWT
431
MassMutual Private Wealth & Trust
Connecticut
$1.68M +$211K +5,428 +14%
TI
432
Turner Investments
Pennsylvania
$1.68M -$448K -11,539 -21%
ANRIA
433
American National Registered Investment Advisor
Texas
$1.66M -$12.6K -325 -0.8%
BBHC
434
Brown Brothers Harriman & Co
New York
$1.64M +$3.84K +99 +0.2%
AB
435
AT Bancorp
Iowa
$1.64M -$2.11M -54,406 -56%
GLA
436
Great Lakes Advisors
Illinois
$1.63M -$300K -7,732 -16%
SFM
437
Systematic Financial Management
New Jersey
$1.6M -$16.3M -420,656 -91%
CI
438
Conning Inc
Connecticut
$1.6M -$11.6K -300 -0.7%
BIM
439
Beach Investment Management
Pennsylvania
$1.6M +$696K +17,940 +77%
MNBTD
440
Moody National Bank Trust Division
Texas
$1.59M -$7.76K -200 -0.5%
Jane Street
441
Jane Street
New York
$1.56M +$1.12M +28,867 +254%
SAG
442
Sterne Agee Group
Alabama
$1.56M -$16.1K -415 -1%
LP
443
LMR Partners
United Kingdom
$1.54M +$1.54M +39,579 New
IPC
444
Independent Portfolio Consultants
Florida
$1.52M +$928K +23,923 +156%
FNT
445
First National Trust
Pennsylvania
$1.5M +$174K +4,483 +13%
CK
446
Cohen Klingenstein
New York
$1.48M – – –
SI
447
Stephens Inc
Arkansas
$1.48M +$50.3K +1,296 +4%
CICI
448
Capital Investment Counsel Inc
North Carolina
$1.47M -$5.82K -150 -0.4%
PP
449
PDT Partners
New York
$1.47M +$1.47M +37,785 New
Alyeska Investment Group
450
Alyeska Investment Group
Illinois
$1.46M +$1.46M +37,569 New
16 17
18
19 20