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Morgan Stanley
MS

Overview Fund Activity

790 hedge funds and large institutions have $64.8B invested in Morgan Stanley in 2014 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 290 increasing their positions, 272 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
790
Holders Change
+59
Holders Change %
+8.07%
% of All Funds
21.08%
Holding in Top 10
34
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+41.67%
% of All Funds
0.91%
New
114
Increased
290
Reduced
272
Closed
45
Calls
$558M
Puts
$1.4B
Net Calls
-$837M
Net Calls Change
-$307M

Top Buyers

1
CG
Carmignac Gestion
France
$379M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.26B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.35B
4
Jennison Associates
Jennison Associates
New York
$1.17B
5
Vanguard Group
Vanguard Group
Pennsylvania
$2.96B

Top Sellers

1
CANY
Caxton Associates (New York)
New York
$21.5M
2
FAM
Fred Alger Management
New York
$154M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
$409M
4
Franklin Resources
Franklin Resources
California
$1.07B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.87B
Name Holding Trade Value Shares
Change 		Shares
Change %
EA
651
Emerald Advisers
Pennsylvania
$253K +$253K +6,508 New
BOTW
652
Bank of the West
California
$250K -$9.15K -236 -4%
CS
653
Comerica Securities
Michigan
$249K -$1.98K -51 -0.8%
RNS
654
Robert N. Shapiro
$247K +$33.4K +867 +16%
TIA
655
Tiemann Investment Advisors
California
$245K +$7.75K +200 +3%
TC
656
TradeLink Capital
Illinois
$244K +$244K +6,300 New
BP
657
Ballentine Partners
Massachusetts
$243K – – –
CNAM
658
Campbell Newman Asset Management
Wisconsin
$242K – – –
KFC
659
Klingenstein Fields & Co
New York
$241K – – –
SPC
660
Stewart & Patten Company
California
$241K – – –
NPF
661
Norris Perne & French
Michigan
$238K – – –
SRAM
662
Stone Ridge Asset Management
New York
$237K +$237K +6,100 New
JG
663
Jefferies Group
New York
$235K -$213K -5,486 -48%
FFBTD
664
First Financial Bank - Trust Division
Ohio
$233K -$7.77K -200 -3%
OI
665
Oakbrook Investments
Illinois
$233K – – –
CC
666
Capital Counsel
New York
$232K -$25.2K -650 -10%
BCM
667
Bluefin Capital Management
New York
$232K +$232K +5,987 New
RC
668
RegentAtlantic Capital
New Jersey
$230K +$230K +5,928 New
SRSA
669
S.R. Schill & Associates
Washington
$228K +$228K +5,869 New
FAM
670
Formidable Asset Management
Ohio
$226K – – –
IT
671
Independence Trust
Tennessee
$226K +$226K +5,815 New
MCM
672
McGlinn Capital Management
Pennsylvania
$225K -$175K -4,500 -44%
RCG
673
Ruggie Capital Group
Florida
$225K +$225K +6 New
EFS
674
Essex Financial Services
Connecticut
$225K +$225K +5,795 New
EM
675
Excalibur Management
Massachusetts
$224K -$2.13K -55 -0.9%
25 26
27
28 29