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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Fidelity International
26
Fidelity International
Bermuda
$310M 9,598,190 -205,984 -2%
BA
27
BlackRock Advisors
Delaware
$310M 9,588,065 -75,663 -0.8%
Massachusetts Financial Services
28
Massachusetts Financial Services
Massachusetts
$305M 9,438,877 +71,613 +0.8%
EVM
29
Eaton Vance Management
Massachusetts
$286M 8,858,043 -1,437,410 -14%
Diamond Hill Capital Management
30
Diamond Hill Capital Management
Ohio
$280M 8,661,231 +953,715 +12%
Ameriprise
31
Ameriprise
Minnesota
$252M 7,802,884 -873,274 -10%
FAM
32
Fred Alger Management
New York
$219M 6,773,010 -2,437,332 -26%
Lazard Asset Management
33
Lazard Asset Management
New York
$214M 6,605,908 +1,125,471 +21%
CGM
34
Capital Growth Management
Massachusetts
$213M 6,580,000 +3,260,000 +98%
WT
35
Wellcome Trust
United Kingdom
$210M 6,500,000 – –
EIP
36
Epoch Investment Partners
New York
$209M 6,450,577 +1,403,541 +28%
PP
37
Prudential plc
United Kingdom
$205M 6,354,454 +383,302 +6%
Legal & General Group
38
Legal & General Group
United Kingdom
$200M 6,188,890 -110,091 -2%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$195M 6,042,647 +201,687 +3%
1832 Asset Management
40
1832 Asset Management
Ontario, Canada
$190M 5,877,150 -1,335,860 -19%
CANY
41
Caxton Associates (New York)
New York
$188M 5,826,880 -1,296,300 -18%
CCI
42
Columbus Circle Investors
$184M 5,690,880 +628,396 +12%
BIM
43
BlackRock Investment Management
Delaware
$173M 5,354,672 +157,847 +3%
Deutsche Bank
44
Deutsche Bank
Germany
$169M 5,218,557 +1,869,668 +56%
Wells Fargo
45
Wells Fargo
California
$169M 5,215,450 +27,737 +0.5%
AAMU
46
Amundi Asset Management US
Massachusetts
$164M 5,076,338 -1,128,100 -18%
O
47
OppenheimerFunds
New York
$158M 4,881,922 -450 -0%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$158M 4,878,632 +721,313 +17%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$156M 4,818,878 +450,300 +10%
TA
50
Teachers Advisors
New York
$136M 4,208,725 +673,140 +19%
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