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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 %
ATC
626
Argent Trust Company
Louisiana
$208K 6,672 +6,672 New
CCM
627
Cupps Capital Management
Illinois
$207K 6,649 -3,625 -35%
CC
628
Cornerstone Capital
California
$207K 6,634 – –
GP
629
Girard Partners
Pennsylvania
$206K 6,615 – –
IT
630
Independence Trust
Tennessee
$203K 6,510 +6,510 New
Envestnet Asset Management
631
Envestnet Asset Management
Illinois
$201K 6,458 +961 +17%
MFS
632
MSI Financial Services
Massachusetts
$198K 6,352 -698 -10%
CAL
633
Capital Analysts LLC
Pennsylvania
$196K 6,272 +337 +6%
HCM
634
Highlander Capital Management
New Jersey
$193K 6,200 – –
SAMC
635
Shinko Asset Management Company
Japan
$185K 5,924 -500 -8%
BAM
636
Brave Asset Management
New Jersey
$179K 5,750 – –
FAM
637
Formidable Asset Management
Ohio
$175K 5,837 – –
MSFP
638
Mark Sheptoff Financial Planning
Connecticut
$175K 5,625 +5,625 New
TRCT
639
Tower Research Capital (TRC)
New York
$165K 5,294 -10,935 -67%
RNS
640
Robert N. Shapiro
$165K 5,308 – –
MCM
641
Manchester Capital Management
Vermont
$160K 5,140 -500 -9%
PSC
642
Piper Sandler & Co
Minnesota
$156K 5,000 -15,000 -75%
FNYS
643
First New York Securities
New York
$155K 4,975 +4,975 New
EWM
644
Evercore Wealth Management
New York
$149K 4,784 +995 +26%
ECM
645
Estabrook Capital Management
New York
$145K 4,665 – –
SF
646
Synovus Financial
Georgia
$141K 4,573 +400 +10%
RAM
647
RWC Asset Management
United Kingdom
$130K 4,185 +2,403 +135%
RIA
648
Regal Investment Advisors
Michigan
$113K 3,618 +3,383 +1,440%
CFS
649
Community Financial System
New York
$109K 3,500 – –
WA
650
WFG Advisors
Texas
$108K 3,456 -26,835 -89%
24 25
26
27 28