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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 %
GF
601
Gerstein Fisher
New York
$235K +$18.8K +583 +9%
MFS
602
MSI Financial Services
Massachusetts
$235K +$29.7K +919 +14%
Fisher Asset Management
603
Fisher Asset Management
Washington
$234K -$72.7K -2,250 -24%
FNBT
604
FineMark National Bank & Trust
Florida
$233K -$16.2K -500 -6%
Jane Street
605
Jane Street
New York
$233K +$233K +7,216 New
NPF
606
Norris Perne & French
Michigan
$230K -$3.29K -102 -1%
CR
607
Cooperatieve Rabobank
Netherlands
$227K +$227K +7,035 New
BPBT
608
Boston Private Bank & Trust
Massachusetts
$225K – – –
I
609
IberiaBank
Louisiana
$224K +$224K +6,920 New
CC
610
Capital Counsel
New York
$223K – – –
RC
611
Reik & Co
New York
$222K +$222K +6,870 New
MIU
612
Man Investments (UK)
United Kingdom
$221K -$456K -14,113 -67%
BCMO
613
Buckingham Capital Management (Ohio)
Ohio
$221K +$221K +6,845 New
BPC
614
Banque Pictet & Cie
Switzerland
$220K – – –
JWBC
615
J.W. Burns & Co
New York
$219K – – –
HCM
616
Highbridge Capital Management
New York
$218K -$858K -26,611 -80%
MA
617
MUFG Americas
New York
$218K -$2.43K -75 -1%
CC
618
Cornerstone Capital
California
$214K – – –
WF
619
Welch & Forbes
Massachusetts
$214K +$214K +6,626 New
MA
620
MCF Advisors
Kentucky
$212K +$716 +23 +0.3%
HHGA
621
Halbert Hargrove Global Advisors
California
$212K +$212K +6,555 New
WJA
622
Williams Jones & Associates
New York
$210K -$618K -19,073 -75%
IT
623
Independence Trust
Tennessee
$210K – – –
CCM
624
Chilton Capital Management
Texas
$207K +$207K +6,400 New
FFBTD
625
First Financial Bank - Trust Division
Ohio
$207K +$207K +6,400 New
23 24
25
26 27