MS icon

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.

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
1
Jennison Associates
New York
$811M
2
BA
2
BlackRock Advisors
Delaware
$301M
3
EIP
3
Epoch Investment Partners
New York
$157M
4
TCIM
4
TIAA CREF Investment Management
New York
$344M
5
CANY
5
Caxton Associates (New York)
New York
$222M

Top Sellers

1
CGM
1
Capital Growth Management
Massachusetts
$103M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.78B
3
Franklin Resources
3
Franklin Resources
California
$1.11B
4
Capital World Investors
4
Capital World Investors
California
$489M
5
Winslow Capital Management
5
Winslow Capital Management
Minnesota
$399M
Name Market Value Shares Shares
Change 		Shares
Change %
Massachusetts Financial Services
26
Massachusetts Financial Services
Massachusetts
$292M 9,367,264 +1,092,793 +13%
Goldman Sachs
27
Goldman Sachs
New York
$290M 9,289,963 +306,940 +3%
FAM
28
Fred Alger Management
New York
$287M 9,210,342 +1,849,638 +25%
Ameriprise
29
Ameriprise
Minnesota
$270M 8,676,158 -1,370,228 -14%
Diamond Hill Capital Management
30
Diamond Hill Capital Management
Ohio
$240M 7,707,516 -184,612 -2%
1832 Asset Management
31
1832 Asset Management
Ontario, Canada
$223M 7,213,010 +1,266,540 +21%
CANY
32
Caxton Associates (New York)
New York
$222M 7,123,180 +2,793,614 +65%
WT
33
Wellcome Trust
United Kingdom
$203M 6,500,000 +400,000 +7%
Legal & General Group
34
Legal & General Group
United Kingdom
$196M 6,298,981 -162,460 -3%
AAMU
35
Amundi Asset Management US
Massachusetts
$193M 6,204,438 -10,461 -0.2%
PP
36
Prudential plc
United Kingdom
$186M 5,971,152 +43,889 +0.7%
Norges Bank
37
Norges Bank
Norway
$174M 5,572,660 -492,952 -8%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$172M 5,840,960 -32,836 -0.6%
Lazard Asset Management
39
Lazard Asset Management
New York
$171M 5,480,437 +1,861,628 +51%
BIM
40
BlackRock Investment Management
Delaware
$162M 5,196,825 +2,360,969 +83%
Wells Fargo
41
Wells Fargo
California
$162M 5,187,713 +1,011,344 +24%
CCI
42
Columbus Circle Investors
$158M 5,062,484 +2,273,152 +81%
EIP
43
Epoch Investment Partners
New York
$157M 5,047,036 +5,047,036 New
O
44
OppenheimerFunds
New York
$152M 4,882,372 +258,210 +6%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$136M 4,368,578 -6,700 -0.2%
AllianceBernstein
46
AllianceBernstein
Tennessee
$133M 4,266,368 +409,254 +11%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$130M 4,170,454 +404,284 +11%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$130M 4,157,319 -957,907 -19%
Bank of America
49
Bank of America
North Carolina
$128M 4,091,202 +425,959 +12%
Wellington Management Group
50
Wellington Management Group
Massachusetts
$125M 4,022,961 -1,090,473 -21%
1
2
3 4 5