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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
1
T. Rowe Price Associates
Maryland
$2.35B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.54B
3
Norges Bank
3
Norges Bank
Norway
$403M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.23B
5
CGM
5
Capital Growth Management
Massachusetts
$213M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.5B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$7.93M
3
FAM
3
Fred Alger Management
New York
$219M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$4.48M
5
Eagle Capital Management (New York)
5
Eagle Capital Management (New York)
New York
$913M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
451
Cambridge Investment Research Advisors
Iowa
$958K +$328K +10,150 +52%
BAM
452
Burgundy Asset Management
Ontario, Canada
$956K +$319K +9,877 +50%
TYCC
453
Texas Yale Capital Corp
Florida
$949K – – –
PRC
454
Platte River Capital
Colorado
$946K -$103K -3,200 -10%
KIA
455
KCM Investment Advisors
California
$946K +$425K +13,150 +82%
DPIM
456
Duff & Phelps Investment Management
Illinois
$945K +$8.73K +270 +0.9%
CNBT
457
Canandaigua National Bank & Trust
New York
$936K -$63.6K -1,966 -6%
MCM
458
McGlinn Capital Management
Pennsylvania
$931K – – –
MYAM
459
Meiji Yasuda Asset Management
Japan
$921K +$294K +9,090 +47%
CC
460
ClearArc Capital
Ohio
$911K +$12.8K +396 +1%
RIL
461
Rothschild Investment LLC
Illinois
$908K -$48.6K -1,503 -5%
BIM
462
Beach Investment Management
Pennsylvania
$907K -$355K -10,980 -28%
LIA
463
LS Investment Advisors
Michigan
$906K -$13.7K -425 -1%
CBT
464
Central Bank & Trust
Kentucky
$898K +$96.1K +3,064 +12%
Jones Financial Companies
465
Jones Financial Companies
Missouri
$893K -$134K -4,145 -13%
PSUF
466
People's United Financial
Connecticut
$893K -$4.24K -131 -0.5%
CAM
467
Cacti Asset Management
Georgia
$883K – – –
SM
468
Salzhauer Michael
$875K +$265K +8,206 +44%
CI
469
Constellation Investments
Ohio
$863K +$12.9K +400 +2%
WBG
470
Wharton Business Group
Pennsylvania
$833K -$79.8K -2,470 -9%
PIP
471
Palisades Investment Partners
California
$821K -$563K -17,400 -41%
WWM
472
Willingdon Wealth Management
North Carolina
$805K +$22.6K +700 +3%
MFIMFI
473
Mesirow Financial Investment Management - Fixed Income
Illinois
$788K -$5.66K -175 -0.7%
DD
474
Dominick & Dominick
New York
$784K -$60.7K -1,878 -7%
TCM
475
Twin Capital Management
Pennsylvania
$779K -$590K -18,230 -43%
17 18
19
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