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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
Toronto Dominion Bank
476
Toronto Dominion Bank
Ontario, Canada
$847K -$110K -3,516 -12%
MPWT
477
MassMutual Private Wealth & Trust
Connecticut
$835K +$515K +16,519 +161%
Brown Advisory
478
Brown Advisory
Maryland
$827K +$313K +10,037 +61%
FNB
479
First Niagara Bank
New York
$826K -$19.4K -622 -2%
CI
480
Constellation Investments
Ohio
$820K +$28.1K +900 +4%
DD
481
Dominick & Dominick
New York
$815K +$252K +8,092 +45%
WJA
482
Williams Jones & Associates
New York
$797K +$582K +18,676 +271%
CBT
483
Central Bank & Trust
Kentucky
$796K -$95.4K -3,064 -11%
MFIMFI
484
Mesirow Financial Investment Management - Fixed Income
Illinois
$765K +$165K +5,286 +27%
FA
485
FDx Advisors
Illinois
$765K +$207K +6,630 +37%
AWA
486
AmeriServ Wealth Advisors
Pennsylvania
$763K -$5.43K -174 -0.7%
CIM
487
CIM Investment Management
Pennsylvania
$754K -$17.6K -564 -2%
WWM
488
Willingdon Wealth Management
North Carolina
$754K +$754K +24,200 New
TBA
489
Train Babcock Advisors
New York
$753K -$15.6K -500 -2%
CIM
490
Contravisory Investment Management
Massachusetts
$743K -$25.6K -820 -3%
SC
491
Saiers Capital
New York
$742K -$312K -10,000 -30%
BB
492
Bell Bank
North Dakota
$725K -$314K -10,072 -30%
QAM
493
Quantres Asset Management
Cayman Islands
$720K +$720K +23,100 New
ECM
494
Everence Capital Management
Indiana
$711K – – –
GCA
495
Guardian Capital Advisors
Ontario, Canada
$708K -$131K -4,240 -16%
PAM
496
Paradigm Asset Management
New York
$698K +$140K +4,500 +25%
DG
497
Davidson & Garrard
Virginia
$692K +$25.9K +832 +4%
WPC
498
White Pine Capital
Minnesota
$687K – – –
VIA
499
Vantage Investment Advisors
Pennsylvania
$687K +$16.1K +515 +2%
RTIM
500
Round Table Investment Management
North Carolina
$686K -$565K -18,130 -45%
18 19
20
21 22