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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 %
CWM
526
Concert Wealth Management
California
$523K -$5.84K -189 -1%
DSC
527
Duncker Streett & Co
Missouri
$520K +$18.3K +565 +4%
RBA
528
Richard Bernstein Advisors
New York
$515K – – –
CCM
529
Cupps Capital Management
Illinois
$515K +$300K +9,310 +140%
CCMU
530
Cheyne Capital Management (UK)
United Kingdom
$504K – – –
CIP
531
Cornerstone Investment Partners
Georgia
$503K – – –
UCFA
532
United Capital Financial Advisors
Texas
$500K +$72K +2,229 +17%
RIM
533
Regent Investment Management
Kentucky
$496K +$496K +15,350 New
BDF
534
Balasa Dinverno & Foltz
$495K +$8.74K +270 +2%
DCM
535
Dynamic Capital Management
Jersey
$495K +$48.5K +1,500 +11%
FTI
536
Fiduciary Trust International
Massachusetts
$487K -$6.47K -200 -1%
FNYS
537
First New York Securities
New York
$485K +$324K +10,025 +202%
IIM
538
Intact Investment Management
Quebec, Canada
$482K – – –
ACI
539
Alpha Cubed Investments
California
$474K +$474K +14,660 New
LNWWM
540
Laird Norton Wetherby Wealth Management
California
$461K -$32.3K -998 -7%
CB
541
Commerce Bank
Missouri
$453K +$27.6K +854 +6%
SRC
542
Shufro Rose & Co
New York
$452K +$71K +2,200 +19%
PG
543
PEAK6 Group
Illinois
$441K -$582K -18,004 -57%
LCM
544
Laurion Capital Management
New York
$440K -$776 -24 -0.2%
HCM
545
Hodges Capital Management
Texas
$415K +$35.5K +1,100 +9%
NB
546
Norinchukin Bank
Japan
$396K -$192K -5,928 -33%
WTIM
547
Wilmington Trust Investment Management
Delaware
$394K -$67.9K -2,100 -15%
KWMG
548
King Wealth Management Group
Florida
$393K -$15.3K -486 -4%
CONA
549
Capital One National Association
New York
$389K +$2.82K +87 +0.7%
WSFS
550
Wilmington Savings Fund Society
Delaware
$384K – – –
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