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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.

New
Increased
Maintained
Reduced
Closed
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
T. Rowe Price Associates
Maryland
$2.35B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.54B
3
Norges Bank
Norges Bank
Norway
$403M
4
Vanguard Group
Vanguard Group
Pennsylvania
$2.23B
5
CGM
Capital Growth Management
Massachusetts
$213M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.5B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$7.93M
3
FAM
Fred Alger Management
New York
$219M
4
Federated Hermes
Federated Hermes
Pennsylvania
$4.48M
5
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$913M
Name Holding Trade Value Shares
Change 		Shares
Change %
TBA
476
Train Babcock Advisors
New York
$775K -$6.47K -200 -0.8%
BC
477
Banced Corp
Illinois
$774K +$410K +12,696 +113%
CIM
478
CIM Investment Management
Pennsylvania
$761K -$20.7K -642 -3%
AWA
479
AmeriServ Wealth Advisors
Pennsylvania
$753K -$37.1K -1,150 -5%
FA
480
FDx Advisors
Illinois
$751K -$42.9K -1,326 -5%
Teacher Retirement System of Texas
481
Teacher Retirement System of Texas
Texas
$747K +$747K +23,107 New
FNB
482
First Niagara Bank
New York
$743K -$114K -3,525 -13%
GCA
483
Guardian Capital Advisors
Ontario, Canada
$742K – – –
PNC
484
Park National Corp
Ohio
$741K +$128K +3,950 +21%
ECM
485
Everence Capital Management
Indiana
$737K – – –
RTIM
486
Round Table Investment Management
North Carolina
$711K – – –
DLG
487
Daniel L. Goodwin
$711K – – –
BCM
488
Barometer Capital Management
Ontario, Canada
$705K -$1.21M -37,400 -63%
DG
489
Davidson & Garrard
Virginia
$705K -$13.4K -415 -2%
TSWM
490
Triangle Securities Wealth Management
North Carolina
$703K -$215K -6,660 -23%
AP
491
Advisor Partners
California
$699K -$4.56K -141 -0.6%
TH
492
TCTC Holdings
Texas
$695K – – –
VIA
493
Vantage Investment Advisors
Pennsylvania
$692K -$20.4K -630 -3%
MSU
494
Maple Securities USA
New Jersey
$690K +$252K +7,796 +57%
CC
495
Courier Capital
New York
$686K +$10.4K +322 +2%
SCM
496
Sterling Capital Management
North Carolina
$682K +$61.4K +1,900 +10%
JG
497
Jefferies Group
New York
$676K -$2.21M -68,480 -77%
BA
498
Birinyi Associates
Connecticut
$655K +$243K +7,500 +59%
GAG
499
GM Advisory Group
New York
$640K -$25.9K -800 -4%
H
500
Hexavest
Quebec, Canada
$634K – – –
18 19
20
21 22