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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.

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 Market Value Shares Shares
Change 		Shares
Change %
WTIM
551
Wilmington Trust Investment Management
Delaware
$446K 14,294 -12,500 -47%
DCM
552
Dynamic Capital Management
Jersey
$430K 13,800 -25,100 -65%
RCM
553
Reynolds Capital Management
Nevada
$430K 13,800 -5,000 -27%
LCM
554
Laurion Capital Management
New York
$425K 13,624 +24 +0.2%
MSU
555
Maple Securities USA
New Jersey
$423K 13,559 -37,155 -73%
FM
556
Family Management
New York
$420K 13,475 +13,475 New
UCFA
557
United Capital Financial Advisors
Texas
$413K 13,246 +13,246 New
CB
558
Commerce Bank
Missouri
$411K 13,159 +230 +2%
KWMG
559
King Wealth Management Group
Florida
$404K 12,962 -162 -1%
BA
560
Birinyi Associates
Connecticut
$397K 12,750 +5,750 +82%
PL
561
Parkwood LLC
Ohio
$392K 12,592 -882 -7%
CIA
562
Choate Investment Advisors
Massachusetts
$381K 12,208 -495 -4%
CONA
563
Capital One National Association
New York
$372K 11,932 +540 +5%
WSFS
564
Wilmington Savings Fund Society
Delaware
$371K 11,885 – –
SRC
565
Shufro Rose & Co
New York
$367K 11,800 – –
HCM
566
Hodges Capital Management
Texas
$366K 11,750 +1,550 +15%
MTIM
567
Marathon Trading Investment Management
Pennsylvania
$362K 11,600 +11,600 New
P
568
Pitcairn
Pennsylvania
$361K 11,571 -18,974 -62%
ID
569
Integral Derivatives
New York
$359K 11,516 -15,200 -57%
WTNA
570
Wilmington Trust National Association
Delaware
$356K 11,420 -15,822 -58%
CIBC Private Wealth Group
571
CIBC Private Wealth Group
Georgia
$352K 11,198 +11,198 New
BC
572
Banced Corp
Illinois
$350K 11,244 +4,341 +63%
Twin Tree Management
573
Twin Tree Management
Texas
$341K 10,949 +783 +8%
RJT
574
Raymond James Trust
Florida
$338K 10,864 -286 -3%
BBA
575
BLB&B Advisors
Pennsylvania
$337K 10,825 – –
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