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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
Jennison Associates
New York
$811M
2
BA
BlackRock Advisors
Delaware
$301M
3
EIP
Epoch Investment Partners
New York
$157M
4
TCIM
TIAA CREF Investment Management
New York
$344M
5
CANY
Caxton Associates (New York)
New York
$222M

Top Sellers

1
CGM
Capital Growth Management
Massachusetts
$103M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.78B
3
Franklin Resources
Franklin Resources
California
$1.11B
4
Capital World Investors
Capital World Investors
California
$489M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
$399M
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
451
Decade Capital Management
New York
$1.01M -$1.45M -46,665 -59%
NC
452
Northpointe Capital
Michigan
$1M -$107K -3,446 -10%
NJBEST
453
New Jersey Better Educational Savings Trust
New Jersey
$997K – – –
Jones Financial Companies
454
Jones Financial Companies
Missouri
$991K -$165K -5,301 -14%
SAG
455
Sterne Agee Group
Alabama
$989K +$60.2K +1,932 +6%
PG
456
PEAK6 Group
Illinois
$989K +$989K +31,646 New
IMS
457
Index Management Solutions
Pennsylvania
$984K +$919K +29,475 +1,404%
SCM
458
Schneider Capital Management
Pennsylvania
$971K -$4.66M -149,650 -83%
CNBT
459
Canandaigua National Bank & Trust
New York
$963K -$50K -1,605 -5%
SACTSONJ
460
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$963K – – –
WFM
461
Wilmington Funds Management
Delaware
$957K – – –
AAIM
462
American Assets Investment Management
California
$935K – – –
SI
463
Sprott Inc
Ontario, Canada
$935K – – –
SC
464
Sculptor Capital
New York
$928K -$281K -9,000 -23%
VRS
465
Virginia Retirement Systems
Virginia
$925K -$205K -6,587 -18%
RIL
466
Rothschild Investment LLC
Illinois
$922K -$4.68K -150 -0.5%
TYCC
467
Texas Yale Capital Corp
Florida
$915K – – –
DPIM
468
Duff & Phelps Investment Management
Illinois
$902K +$10.6K +340 +1%
Creative Planning
469
Creative Planning
Kansas
$899K +$50.9K +1,633 +6%
MCM
470
McGlinn Capital Management
Pennsylvania
$898K -$624K -20,000 -41%
LIA
471
LS Investment Advisors
Michigan
$887K +$357K +11,462 +68%
WBG
472
Wharton Business Group
Pennsylvania
$880K -$69.7K -2,237 -7%
CAM
473
Cacti Asset Management
Georgia
$873K – – –
CC
474
ClearArc Capital
Ohio
$866K +$61.4K +1,971 +8%
PSUF
475
People's United Financial
Connecticut
$864K -$135K -4,335 -14%
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