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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 %
GIS
576
Guardian Investor Services
New York
$333K 10,684 -459 -4%
ARMT
577
Amica Retiree Medical Trust
Rhode Island
$333K 10,669 – –
FAAS
578
First Allied Advisory Services
California
$327K 10,417 -56 -0.5%
KFS
579
KMS Financial Services
Washington
$314K 10,081 -448 -4%
SAM
580
Shikiar Asset Management
New York
$312K 10,000 -10,000 -50%
WT
581
Whittier Trust
California
$312K 10,019 – –
SC
582
Savant Capital
Illinois
$309K 9,905 +289 +3%
WOC
583
West Oak Capital
California
$308K 9,885 +8,025 +431%
Manulife (Manufacturers Life Insurance)
584
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$304K 9,737,430 -827,996 -8%
GT
585
Glenmede Trust
Pennsylvania
$301K 9,718 – –
VanEck Associates
586
VanEck Associates
New York
$300K 9,612 +424 +5%
FTIOP
587
Fiduciary Trust International of Pennsylvania
Pennsylvania
$297K 9,542 -670 -7%
Fisher Asset Management
588
Fisher Asset Management
Washington
$296K 9,495 +1,771 +23%
VFS
589
VSR Financial Services
Kansas
$294K 9,434 +9,434 New
WT
590
Washington Trust
Rhode Island
$292K 9,371 -10,946 -54%
BRWA
591
B. Riley Wealth Advisors
Florida
$291K 9,338 +477 +5%
NAMA
592
Nikko Asset Management Americas
New York
$287K 9,300 – –
NI
593
Numeric Investors
Massachusetts
$284K 9,100 +9,100 New
LDB
594
Lee, Danner & Bass
Tennessee
$281K 9,000 – –
FMLI
595
Fukoku Mutual Life Insurance
Japan
$281K 9,000 – –
FDS
596
First Dallas Securities
Texas
$277K 8,902 +600 +7%
GLRA
597
Gerald L. Ray & Associates
Texas
$275K 8,816 – –
T
598
TradeWorx
New Jersey
$271K 8,680 +8,680 New
RBC
599
Ronald Blue & Co
Georgia
$264K 8,476 +199 +2%
DCLA
600
Douglas C. Lane & Associates
New York
$255K 8,167 +8,167 New
22 23
24
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