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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
Jennison Associates
New York
$811M
2
BA
BlackRock Advisors
Delaware
$301M
3
EIP
Epoch Investment Partners
New York
$157M
4
TCIM
TIAA CREF Investment Management
New York
$344M
5
CANY
Caxton Associates (New York)
New York
$222M

Top Sellers

1
CGM
Capital Growth Management
Massachusetts
$103M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.78B
3
Franklin Resources
Franklin Resources
California
$1.11B
4
Capital World Investors
Capital World Investors
California
$489M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
$399M
Name Holding Trade Value Shares
Change 		Shares
Change %
DLG
501
Daniel L. Goodwin
$686K – – –
AP
502
Advisor Partners
California
$678K +$13.8K +442 +2%
TH
503
TCTC Holdings
Texas
$670K – – –
PAM
504
Princeton Alpha Management
New Jersey
$658K +$658K +21,125 New
MIU
505
Man Investments (UK)
United Kingdom
$653K -$1.24M -39,883 -66%
CC
506
Courier Capital
New York
$652K +$130K +4,160 +25%
HFS
507
HL Financial Services
Kentucky
$626K -$1.89M -60,443 -75%
TSWM
508
Triangle Securities Wealth Management
North Carolina
$624K -$16.9K -770 -3%
GAG
509
GM Advisory Group
New York
$623K +$33.3K +1,100 +6%
BAM
510
Burgundy Asset Management
Ontario, Canada
$614K – – –
H
511
Hexavest
Quebec, Canada
$611K – – –
Cambridge Investment Research Advisors
512
Cambridge Investment Research Advisors
Iowa
$607K -$223K -7,146 -27%
PAI
513
Pittenger & Anderson Inc
Nebraska
$607K +$31.2K +1,000 +5%
MYAM
514
Meiji Yasuda Asset Management
Japan
$605K +$285K +9,130 +89%
SCM
515
Sterling Capital Management
North Carolina
$598K +$598K +19,200 New
PNC
516
Park National Corp
Ohio
$592K – – –
MME
517
Meag Munich Ergo
Germany
$589K – – –
SM
518
Salzhauer Michael
$588K +$173K +5,536 +42%
SHA
519
Smith Hayes Advisers
Nebraska
$569K +$137K +4,385 +32%
NB
520
Norinchukin Bank
Japan
$567K +$176K +5,633 +45%
PGIM
521
Pacific Global Investment Management
California
$562K -$38K -1,219 -6%
DAM
522
Delta Asset Management
Tennessee
$560K -$10.1K -325 -2%
Rafferty Asset Management
523
Rafferty Asset Management
New York
$558K -$372K -11,952 -40%
WC
524
Whitnell & Co
Illinois
$558K – – –
PAG
525
Private Advisor Group
New Jersey
$558K +$20.3K +652 +4%
19 20
21
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