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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 %
FAAS
576
First Allied Advisory Services
California
$304K -$29.2K -913 -9%
RBC
577
Ronald Blue & Co
Georgia
$303K +$29.2K +905 +11%
AL
578
Airain Ltd
Guernsey
$301K +$301K +9,295 New
RCM
579
Reynolds Capital Management
Nevada
$297K -$149K -4,600 -33%
NAMA
580
Nikko Asset Management Americas
New York
$293K – – –
Northwestern Mutual Wealth Management
581
Northwestern Mutual Wealth Management
Wisconsin
$293K +$58.1K +1,793 +25%
LDB
582
Lee, Danner & Bass
Tennessee
$291K – – –
FMLI
583
Fukoku Mutual Life Insurance
Japan
$291K – – –
FDS
584
First Dallas Securities
Texas
$291K +$3.23K +100 +1%
IPC
585
Independent Portfolio Consultants
Florida
$285K -$231K -7,150 -45%
GLRA
586
Gerald L. Ray & Associates
Texas
$285K – – –
EA
587
Emerald Advisers
Pennsylvania
$285K +$43K +1,332 +18%
W
588
Wealthfront
California
$283K +$194K +5,939 +218%
BRWA
589
B. Riley Wealth Advisors
Florida
$282K +$129K +7,868 +84%
QAM
590
Quantres Asset Management
Cayman Islands
$281K -$465K -14,400 -62%
LGC
591
Laurel Grove Capital
California
$278K +$278K +8,600 New
CAL
592
Capital Analysts LLC
Pennsylvania
$277K +$74.3K +2,299 +37%
SCM
593
SOL Capital Management
Maryland
$263K +$36.8K +1,140 +16%
LC
594
Loews Corp
New York
$259K +$259K +8,004 New
GLI
595
Guardian Life Insurance
New York
$257K +$5.07K +157 +2%
AAM
596
Advisors Asset Management
Colorado
$254K +$3.23K +100 +1%
GD
597
Grandfield & Dodd
New York
$248K – – –
NIM
598
NuWave Investment Management
New Jersey
$244K +$217K +6,690 +806%
CCM
599
CrestPoint Capital Management
Missouri
$242K +$16.1K +500 +7%
CCA
600
Checchi Capital Advisers
California
$239K +$239K +7,392 New
22 23
24
25 26