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Morgan Stanley
MS

Overview Fund Activity

731 hedge funds and large institutions have $54.2B invested in Morgan Stanley in 2014 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 287 increasing their positions, 261 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
731
Holders Change
-2
Holders Change %
-0.27%
% of All Funds
21.23%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.7%
New
56
Increased
287
Reduced
261
Closed
50
Calls
$513M
Puts
$1.04B
Net Calls
-$529M
Net Calls Change
-$140M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.87B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.85B
3
Vanguard Group
Vanguard Group
Pennsylvania
$2.54B
4
State Street
State Street
Massachusetts
$5.02B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.74B

Top Sellers

1
Norges Bank
Norges Bank
Norway
$244M
2
EVM
Eaton Vance Management
Massachusetts
$135M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$829M
4
Franklin Resources
Franklin Resources
California
$1.04B
5
Goldman Sachs
Goldman Sachs
New York
$248M
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
626
Comerica Securities
Michigan
$223K +$223K +6,459 New
CCM
627
Chilton Capital Management
Texas
$221K – – –
BP
628
Ballentine Partners
Massachusetts
$216K -$518 -15 -0.2%
CNAM
629
Campbell Newman Asset Management
Wisconsin
$216K – – –
FFBTD
630
First Financial Bank - Trust Division
Ohio
$215K -$6.94K -200 -3%
SPC
631
Stewart & Patten Company
California
$215K – – –
WJA
632
Williams Jones & Associates
New York
$214K -$9.66K -280 -4%
KFC
633
Klingenstein Fields & Co
New York
$214K -$725 -21 -0.3%
MA
634
MCF Advisors
Kentucky
$213K +$655 +21 +0.3%
NPF
635
Norris Perne & French
Michigan
$212K -$34.6K -1,000 -14%
TIA
636
Tiemann Investment Advisors
California
$212K +$212K +6,125 New
OI
637
Oakbrook Investments
Illinois
$207K -$12.6M -364,150 -98%
KB
638
Kimelman & Baird
New York
$207K +$207K +6,000 New
TRCT
639
Tower Research Capital (TRC)
New York
$204K +$197K +5,690 +2,697%
UF
640
Univest Financial
Pennsylvania
$204K +$204K +5,887 New
FAM
641
Formidable Asset Management
Ohio
$203K – – –
EM
642
Excalibur Management
Massachusetts
$202K +$202K +5,835 New
BAM
643
Brave Asset Management
New Jersey
$199K – – –
SAMC
644
Shinko Asset Management Company
Japan
$194K -$10.3K -300 -5%
RNS
645
Robert N. Shapiro
$191K +$8.46K +246 +5%
MSFP
646
Mark Sheptoff Financial Planning
Connecticut
$190K +$2.59K +75 +1%
WTB
647
Washington Trust Bank
Washington
$181K +$135K +3,890 +291%
ECM
648
Estabrook Capital Management
New York
$158K +$42K +1,215 +36%
SF
649
Synovus Financial
Georgia
$158K +$35 +1 +0%
MCM
650
Manchester Capital Management
Vermont
$155K +$103 +3 +0.1%
24 25
26
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