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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 %
AL
601
Aspiriant LLC
California
$252K 8,100 -3,826 -32%
CFG
602
CKW Financial Group
Hawaii
$248K 8,000 – –
SI
603
Stephens Inc
Arkansas
$244K 7,839 +50 +0.6%
GLI
604
Guardian Life Insurance
New York
$243K 7,800 -47 -0.6%
AAM
605
Advisors Asset Management
Colorado
$242K 7,764 -100 -1%
FNBT
606
FineMark National Bank & Trust
Florida
$240K 7,705 – –
Loomis, Sayles & Company
607
Loomis, Sayles & Company
Massachusetts
$240K 7,700 +7,700 New
GD
608
Grandfield & Dodd
New York
$239K 7,660 – –
SPC
609
Stewart & Patten Company
California
$238K 7,624 – –
KIG
610
Kovitz Investment Group
Illinois
$237K 10,773 +10,773 New
EA
611
Emerald Advisers
Pennsylvania
$234K 7,493 -3,076 -29%
Northwestern Mutual Wealth Management
612
Northwestern Mutual Wealth Management
Wisconsin
$226K 7,245 -6,485 -47%
NPF
613
Norris Perne & French
Michigan
$225K 7,230 – –
JIC
614
Johnson Investment Counsel
Ohio
$222K 7,152 -2 -0%
SCM
615
SOL Capital Management
Maryland
$218K 7,000 – –
CCM
616
CrestPoint Capital Management
Missouri
$218K 7,000 +7,000 New
BPBT
617
Boston Private Bank & Trust
Massachusetts
$217K 6,970 – –
CC
618
Capital Counsel
New York
$215K 6,892 -3,146 -31%
MA
619
MUFG Americas
New York
$212K 6,805 -700 -9%
MA
620
MCF Advisors
Kentucky
$212K 6,788 +11 +0.2%
BPC
621
Banque Pictet & Cie
Switzerland
$212K 6,810 +6,810 New
JWBC
622
J.W. Burns & Co
New York
$211K 6,782 – –
EMG
623
Ellington Management Group
Connecticut
$209K 6,700 +6,700 New
GF
624
Gerstein Fisher
New York
$208K 6,689 -6,653 -50%
NPC
625
National Planning Corporation
California
$208K 6,608 -2,394 -27%
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25
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