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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 %
RJT
551
Raymond James Trust
Florida
$382K +$30.9K +957 +9%
VanEck Associates
552
VanEck Associates
New York
$379K +$68.2K +2,111 +22%
WTNA
553
Wilmington Trust National Association
Delaware
$376K +$6.82K +211 +2%
CIBC Private Wealth Group
554
CIBC Private Wealth Group
Georgia
$365K +$2.88K +89 +0.8%
MCA
555
Metropolitan Capital Advisors
New York
$364K +$364K +11,250 New
NG
556
NatWest Group
United Kingdom
$363K -$6.03M -186,506 -94%
SI
557
Stephens Inc
Arkansas
$362K +$108K +3,353 +43%
Two Sigma Advisers
558
Two Sigma Advisers
New York
$362K +$362K +11,210 New
P
559
Pitcairn
Pennsylvania
$360K -$13.9K -429 -4%
CIA
560
Choate Investment Advisors
Massachusetts
$358K -$36.3K -1,124 -9%
GT
561
Glenmede Trust
Pennsylvania
$356K +$42.4K +1,314 +14%
KFS
562
KMS Financial Services
Washington
$352K +$25.7K +794 +8%
BBA
563
BLB&B Advisors
Pennsylvania
$350K – – –
ARMT
564
Amica Retiree Medical Trust
Rhode Island
$345K – – –
DCLA
565
Douglas C. Lane & Associates
New York
$343K +$79.3K +2,457 +30%
GIS
566
Guardian Investor Services
New York
$337K -$8.08K -250 -2%
RJFSA
567
Raymond James Financial Services Advisors
Florida
$334K +$334K +10,324 New
WT
568
Whittier Trust
California
$324K – – –
SAM
569
Shikiar Asset Management
New York
$323K – – –
WOC
570
West Oak Capital
California
$323K +$3.23K +100 +1%
GAM
571
Gotham Asset Management
New York
$318K +$318K +9,827 New
SC
572
Savant Capital
Illinois
$317K -$2.91K -90 -0.9%
FTIOP
573
Fiduciary Trust International of Pennsylvania
Pennsylvania
$315K +$6.94K +215 +2%
WT
574
Washington Trust
Rhode Island
$311K +$8.74K +271 +3%
GA
575
Geneva Advisors
Illinois
$309K +$309K +9,565 New
21 22
23
24 25