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 %
KAM
451
Keeley Asset Management
Illinois
$1.44M -$660K -17,000 -31%
PIA
452
Piedmont Investment Advisors
North Carolina
$1.42M -$4.93K -127 -0.3%
AB
453
Amalgamated Bank
New York
$1.41M -$232K -5,985 -14%
AP
454
AHL Partners
United Kingdom
$1.4M -$1.6M -41,195 -53%
BAM
455
Burgundy Asset Management
Ontario, Canada
$1.4M – – –
Brown Advisory
456
Brown Advisory
Maryland
$1.4M +$126K +3,241 +10%
AGM
457
Alpine Global Management
New York
$1.39M +$1.39M +35,885 New
Creative Planning
458
Creative Planning
Kansas
$1.39M +$99.3K +2,558 +8%
Twin Tree Management
459
Twin Tree Management
Texas
$1.36M +$1.26M +32,478 +1,317%
Belvedere Trading
460
Belvedere Trading
Illinois
$1.34M +$1.34M +34,400 New
SSWM
461
Sheets Smith Wealth Management
North Carolina
$1.33M -$23.9K -616 -2%
BPC
462
Banque Pictet & Cie
Switzerland
$1.32M -$268K -6,914 -17%
SI
463
SII Investments
Wisconsin
$1.31M -$34.3K -880 -3%
MFIMFI
464
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.31M – – –
1SB
465
1ST Source Bank
Indiana
$1.31M -$191K -4,934 -13%
OMC
466
Overbrook Management Corp
New York
$1.3M – – –
PI
467
PineBridge Investments
New York
$1.29M – – –
CC
468
ClearArc Capital
Ohio
$1.26M +$35.3K +910 +3%
PAM
469
PartnerRe Asset Management
Connecticut
$1.26M +$174K +4,489 +16%
LIA
470
LS Investment Advisors
Michigan
$1.22M +$18.4K +474 +2%
MYAM
471
Meiji Yasuda Asset Management
Japan
$1.21M -$71.8K -1,850 -6%
CI
472
Constellation Investments
Ohio
$1.2M +$50.4K +1,300 +4%
Westfield Capital Management
473
Westfield Capital Management
Massachusetts
$1.2M +$1.2M +31,000 New
BAC
474
Boys Arnold & Co
North Carolina
$1.2M +$1.2M +30,980 New
SACTSONJ
475
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.2M – – –
17 18
19
20 21