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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 %
FHA
651
First Horizon Advisors
Tennessee
$107K 3,430 -382 -10%
AIM
652
Acuity Investment Management
Ontario, Canada
$106K 3,400 +3,400 New
HPBT
653
High Point Bank & Trust
North Carolina
$104K 3,325 -1,000 -23%
LWCFA
654
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$103K 3,305 – –
1IC
655
1919 Investment Counsel
Maryland
$103K 3,288 – –
W
656
Wealthfront
California
$85K 2,728 +2,728 New
EWM
657
Edge Wealth Management
New York
$81K 2,600 – –
WCM
658
Wealthcare Capital Management
Virginia
$79K 50,000 +50,000 New
BKBG
659
BHF Kleinwort Benson Group
Belgium
$77K 2,806 +2,530 +917%
BBPWM
660
Blue Bell Private Wealth Management
Pennsylvania
$76K 2,442 +16 +0.7%
PTC
661
Private Trust Company
Ohio
$74K 2,390 +820 +52%
ClearBridge Investments
662
ClearBridge Investments
New York
$73K 2,331 -268 -10%
AR
663
Advisory Research
Illinois
$70K 2,245 +2,245 New
TCOV
664
Trust Company of Vermont
Vermont
$65K 2,100 – –
CRCP
665
Copper Rock Capital Partners
Massachusetts
$62K 2,000 – –
AFIA
666
America First Investment Advisors
Nebraska
$62K 2,000 – –
MWP
667
MYCIO Wealth Partners
Pennsylvania
$62K 2,000 +1,000 +100%
FNBSF
668
First National Bank Sioux Falls
South Dakota
$58K 1,870 – –
CCS
669
Crosspoint Capital Strategies
California
$57K 1,843 – –
LWM
670
Lenox Wealth Management
Ohio
$57K 1,841 +1,501 +441%
OIA
671
Optimum Investment Advisors
Illinois
$56K 1,790 – –
HR
672
Howe & Rusling
New York
$55K 1,750 +1,386 +381%
CTC
673
Central Trust Company
Missouri
$54K 1,720 – –
WA
674
WealthTrust-Arizona
Arizona
$54K 1,733 +525 +43%
AWM
675
Avior Wealth Management
Nebraska
$50K 1,600 +1,600 New
25 26
27
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