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Morgan Stanley
MS

Overview Fund Activity

790 hedge funds and large institutions have $64.8B invested in Morgan Stanley in 2014 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 290 increasing their positions, 272 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
790
Holders Change
+59
Holders Change %
+8.07%
% of All Funds
21.08%
Holding in Top 10
34
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+41.67%
% of All Funds
0.91%
New
114
Increased
290
Reduced
272
Closed
45
Calls
$558M
Puts
$1.4B
Net Calls
-$837M
Net Calls Change
-$307M

Top Buyers

1
CG
Carmignac Gestion
France
+$379M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$181M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$134M
4
Jennison Associates
Jennison Associates
New York
+$121M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$104M

Top Sellers

1
CANY
Caxton Associates (New York)
New York
-$206M
2
FAM
Fred Alger Management
New York
-$180M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
-$111M
4
Franklin Resources
Franklin Resources
California
-$103M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$84.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RBA
551
Richard Bernstein Advisors
New York
$618K – – –
FNB
552
First Niagara Bank
New York
$614K -$255K -6,569 -29%
BDF
553
Balasa Dinverno & Foltz
$611K +$17.8K +459 +3%
CCMU
554
Cheyne Capital Management (UK)
United Kingdom
$606K – – –
Dodge & Cox
555
Dodge & Cox
California
$604K +$22.9K +590 +4%
CIP
556
Cornerstone Investment Partners
Georgia
$598K -$5.24K -135 -0.9%
DSC
557
Duncker Streett & Co
Missouri
$593K – – –
FTI
558
Fiduciary Trust International
Massachusetts
$582K -$2.21K -57 -0.4%
IIM
559
Intact Investment Management
Quebec, Canada
$578K – – –
SAM
560
Securian Asset Management
Minnesota
$575K +$574K +52,763,392 +38,624%
KWMG
561
King Wealth Management Group
Florida
$573K +$22.4K +577 +4%
BB
562
Bell Bank
North Dakota
$563K -$4.65K -120 -0.8%
RJT
563
Raymond James Trust
Florida
$545K +$202K +5,212 +59%
FA
564
FDx Advisors
Illinois
$539K -$109K -2,819 -17%
EPM
565
Equitec Proprietary Markets
Illinois
$535K +$535K +13,783 New
RIM
566
Regent Investment Management
Kentucky
$526K – – –
MBI
567
Montrusco Bolton Investments
Quebec, Canada
$521K +$521K +13,440 New
SRC
568
Shufro Rose & Co
New York
$519K – – –
WOC
569
West Oak Capital
California
$515K +$124K +3,200 +32%
MMPW
570
Mitchell McLeod Pugh & Williams
Alabama
$509K +$509K +13,106 New
PAG
571
Private Advisor Group
New Jersey
$506K -$171K -4,412 -25%
TCT
572
TIAA CREF Trust
Missouri
$505K +$505K +13,017 New
HCM
573
Hodges Capital Management
Texas
$499K – – –
BCMO
574
Buckingham Capital Management (Ohio)
Ohio
$490K +$118K +3,034 +32%
CCA
575
Checchi Capital Advisers
California
$488K +$129K +3,316 +36%
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