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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.

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
1
Carmignac Gestion
France
$379M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.26B
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$3.35B
4
Jennison Associates
4
Jennison Associates
New York
$1.17B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.96B

Top Sellers

1
CANY
1
Caxton Associates (New York)
New York
$21.5M
2
FAM
2
Fred Alger Management
New York
$154M
3
Winslow Capital Management
3
Winslow Capital Management
Minnesota
$409M
4
Franklin Resources
4
Franklin Resources
California
$1.07B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.87B
Name Holding Trade Value Shares
Change 		Shares
Change %
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$379M -$11.9M -306,757 -3%
Massachusetts Financial Services
27
Massachusetts Financial Services
Massachusetts
$357M +$12.4M +318,575 +4%
Goldman Sachs
28
Goldman Sachs
New York
$326M +$47.9M +1,235,197 +17%
Diamond Hill Capital Management
29
Diamond Hill Capital Management
Ohio
$317M -$12.5M -323,053 -4%
Ameriprise
30
Ameriprise
Minnesota
$300M +$3.62M +93,238 +1%
BIM
31
BlackRock Investment Management
Delaware
$294M -$2.68M -69,025 -0.9%
Norges Bank
32
Norges Bank
Norway
$267M -$6.63M -170,800 -2%
WT
33
Wellcome Trust
United Kingdom
$264M – – –
CGM
34
Capital Growth Management
Massachusetts
$255M – – –
EIP
35
Epoch Investment Partners
New York
$251M -$3.92M -100,919 -2%
CCI
36
Columbus Circle Investors
$251M -$6.49M -167,298 -3%
Bank of America
37
Bank of America
North Carolina
$231M +$25.6M +659,323 +12%
Legal & General Group
38
Legal & General Group
United Kingdom
$228M -$7.54M -194,438 -3%
Wells Fargo
39
Wells Fargo
California
$212M +$9.17M +236,374 +5%
Barclays
40
Barclays
United Kingdom
$211M +$31.2M +819,935 +17%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$211M +$2.46M +71,112 +1%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$210M +$4.58M +118,151 +2%
AAMU
43
Amundi Asset Management US
Massachusetts
$206M -$12M -309,825 -6%
TA
44
Teachers Advisors
New York
$198M +$712K +18,350 +0.4%
Charles Schwab
45
Charles Schwab
California
$197M +$2.72M +69,993 +1%
PP
46
Prudential plc
United Kingdom
$189M -$14.6M -376,410 -7%
O
47
OppenheimerFunds
New York
$185M +$605K +15,597 +0.3%
Lazard Asset Management
48
Lazard Asset Management
New York
$182M -$5.62M -144,747 -3%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$167M -$8.3M -213,980 -5%
CS
50
Credit Suisse
Switzerland
$161M -$25.1M -647,552 -13%
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