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Morgan Stanley
MS

Overview Fund Activity

731 hedge funds and large institutions have $54.2B invested in Morgan Stanley in 2014 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 287 increasing their positions, 261 reducing their positions, and 50 closing their positions.

Holders
731
Holders Change
-2
Holders Change %
-0.27%
% of All Funds
21.23%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.7%
New
56
Increased
287
Reduced
261
Closed
50
Calls
$513M
Puts
$1.04B
Net Calls
-$529M
Net Calls Change
-$140M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.87B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.85B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.54B
4
State Street
4
State Street
Massachusetts
$5.02B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.74B

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$244M
2
EVM
2
Eaton Vance Management
Massachusetts
$135M
3
Eagle Capital Management (New York)
3
Eagle Capital Management (New York)
New York
$829M
4
Franklin Resources
4
Franklin Resources
California
$1.04B
5
Goldman Sachs
5
Goldman Sachs
New York
$248M
Name Market Value Shares Shares
Change 		Shares
Change %
FAM
26
Fred Alger Management
New York
$297M 8,595,676 +1,822,666 +27%
Diamond Hill Capital Management
27
Diamond Hill Capital Management
Ohio
$294M 8,500,230 -161,001 -2%
BIM
28
BlackRock Investment Management
Delaware
$265M 7,656,189 +2,301,517 +43%
Ameriprise
29
Ameriprise
Minnesota
$264M 7,640,608 -162,276 -2%
Goldman Sachs
30
Goldman Sachs
New York
$248M 7,161,746 -2,916,986 -29%
Norges Bank
31
Norges Bank
Norway
$244M 7,051,499 -5,424,699 -43%
WT
32
Wellcome Trust
United Kingdom
$235M 6,800,000 +300,000 +5%
CCI
33
Columbus Circle Investors
$229M 6,630,383 +939,503 +17%
CGM
34
Capital Growth Management
Massachusetts
$227M 6,580,000 – –
EIP
35
Epoch Investment Partners
New York
$227M 6,577,414 +126,837 +2%
Legal & General Group
36
Legal & General Group
United Kingdom
$210M 6,071,497 -117,393 -2%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$208M 6,002,307 -40,340 -0.7%
CANY
38
Caxton Associates (New York)
New York
$203M 5,858,880 +32,000 +0.5%
AAMU
39
Amundi Asset Management US
Massachusetts
$194M 5,626,137 +549,799 +11%
Deutsche Bank
40
Deutsche Bank
Germany
$193M 5,578,492 +359,935 +7%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$183M 5,305,831 +486,953 +10%
Bank of America
42
Bank of America
North Carolina
$183M 5,285,321 +1,227,321 +30%
PP
43
Prudential plc
United Kingdom
$181M 5,242,741 -1,111,713 -17%
Wells Fargo
44
Wells Fargo
California
$181M 5,229,848 +14,398 +0.3%
TA
45
Teachers Advisors
New York
$176M 5,093,460 +884,735 +21%
Charles Schwab
46
Charles Schwab
California
$173M 5,008,350 +841,362 +20%
Lazard Asset Management
47
Lazard Asset Management
New York
$168M 4,847,822 -1,758,086 -27%
CS
48
Credit Suisse
Switzerland
$166M 4,803,964 +1,104,557 +30%
1832 Asset Management
49
1832 Asset Management
Ontario, Canada
$165M 4,788,054 -1,089,096 -19%
O
50
OppenheimerFunds
New York
$164M 4,751,602 -130,320 -3%
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