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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.

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
1
T. Rowe Price Associates
Maryland
$2.35B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.54B
3
Norges Bank
3
Norges Bank
Norway
$403M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.23B
5
CGM
5
Capital Growth Management
Massachusetts
$213M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.5B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$7.93M
3
FAM
3
Fred Alger Management
New York
$219M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$4.48M
5
Eagle Capital Management (New York)
5
Eagle Capital Management (New York)
New York
$913M
Name Holding Trade Value Shares
Change 		Shares
Change %
BP
626
Ballentine Partners
Massachusetts
$203K +$203K +6,268 New
HFS
627
HL Financial Services
Kentucky
$202K -$448K -13,837 -69%
CNAM
628
Campbell Newman Asset Management
Wisconsin
$202K +$202K +6,244 New
SPC
629
Stewart & Patten Company
California
$201K -$45.2K -1,400 -18%
KFC
630
Klingenstein Fields & Co
New York
$201K +$201K +6,221 New
HCM
631
Highlander Capital Management
New Jersey
$200K – – –
SAMC
632
Shinko Asset Management Company
Japan
$192K – – –
FAM
633
Formidable Asset Management
Ohio
$189K – – –
BAM
634
Brave Asset Management
New Jersey
$186K – – –
MSFP
635
Mark Sheptoff Financial Planning
Connecticut
$175K -$6.45K -200 -4%
RNS
636
Robert N. Shapiro
$172K – – –
EWM
637
Evercore Wealth Management
New York
$169K +$14.4K +444 +9%
SSG
638
Summit Securities Group
New York
$155K +$155K +4,800 New
HCC
639
Hirtle Callaghan & Co
Pennsylvania
$155K +$155K +4,800 New
SF
640
Synovus Financial
Georgia
$148K +$32 +1 +0%
Envestnet Asset Management
641
Envestnet Asset Management
Illinois
$146K -$63.4K -1,956 -30%
MCM
642
Manchester Capital Management
Vermont
$145K -$21K -650 -13%
First Manhattan
643
First Manhattan
New York
$137K -$356K -11,040 -72%
DBT
644
Dubuque Bank & Trust
Iowa
$135K +$135K +4,177 New
RIA
645
Regal Investment Advisors
Michigan
$117K – – –
CFS
646
Community Financial System
New York
$113K – – –
WA
647
WFG Advisors
Texas
$112K +$129 +4 +0.1%
AIM
648
Acuity Investment Management
Ontario, Canada
$110K – – –
ECM
649
Estabrook Capital Management
New York
$109K -$42K -1,300 -28%
LWCFA
650
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$107K – – –
24 25
26
27 28