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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
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 %
CWM
526
Concert Wealth Management
California
$526K -$75.9K -2,469 -13%
III
527
Independent Investors Inc
New York
$526K +$37.3K +1,200 +8%
ARM
528
Adirondack Research & Management
New York
$523K – – –
LTFS
529
Ladenburg Thalmann Financial Services
Florida
$522K +$125 +4 +0%
BF
530
BOK Financial
Oklahoma
$521K +$70.8K +2,272 +16%
CBU
531
CIBC Bank USA
Illinois
$512K +$512K +16,417 New
FNFDCM
532
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$508K – – –
WP
533
WMS Partners
Maryland
$506K +$62.3K +2,000 +14%
KIA
534
KCM Investment Advisors
California
$503K +$503K +16,125 New
M&T Bank
535
M&T Bank
New York
$500K – – –
IPC
536
Independent Portfolio Consultants
Florida
$498K -$80.4K -2,580 -14%
RBA
537
Richard Bernstein Advisors
New York
$497K – – –
Janney Montgomery Scott
538
Janney Montgomery Scott
Pennsylvania
$496K -$58.2K -1,866 -10%
BA
539
Bridgewater Associates
Connecticut
$491K +$491K +15,755 New
FNT
540
First National Trust
Pennsylvania
$489K -$35.5K -1,138 -7%
CCMU
541
Cheyne Capital Management (UK)
United Kingdom
$486K -$1.09M -35,000 -69%
CIP
542
Cornerstone Investment Partners
Georgia
$485K -$19.2K -615 -4%
DSC
543
Duncker Streett & Co
Missouri
$484K -$28.1K -900 -5%
QI
544
QS Investors
New York
$481K – – –
First Manhattan
545
First Manhattan
New York
$476K -$6.23K -200 -1%
LNWWM
546
Laird Norton Wetherby Wealth Management
California
$476K -$3.96K -127 -0.8%
FTI
547
Fiduciary Trust International
Massachusetts
$476K +$6.24K +200 +1%
BDF
548
Balasa Dinverno & Foltz
$469K -$936 -30 -0.2%
IIM
549
Intact Investment Management
Quebec, Canada
$464K – – –
SCA
550
Secor Capital Advisors
New York
$453K +$453K +14,547 New
20 21
22
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