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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 %
KPCM
676
Kings Point Capital Management
New York
$49K 1,566 – –
EFSCE
677
Enterprise Financial Services Corp (EFSC)
Missouri
$49K 1,589 +273 +21%
TFA
678
Transamerica Financial Advisors
Florida
$46K 1,468 – –
WTB
679
Washington Trust Bank
Washington
$42K 1,335 +1,335 New
SCG
680
Strategic Capital Group
Washington
$39K 1,260 +1,260 New
MBT
681
Monroe Bank & Trust
Michigan
$38K 1,212 – –
TCM
682
Tradewinds Capital Management
Washington
$37K 1,191 -452 -28%
CAL
683
Capital Advisors Ltd
Ohio
$34K 1,081 – –
WEC
684
Winslow Evans & Crocker
Massachusetts
$29.3K 940 – –
WTC
685
WhitTier Trust Company
Nevada
$29K 943 – –
NIM
686
NuWave Investment Management
New Jersey
$26K 830 -22,469 -96%
RFS
687
Rockefeller Financial Services
New York
$25K 810 – –
NSIM
688
North Star Investment Management
Illinois
$24K 780 +780 New
FCCM
689
First City Capital Management
Georgia
$23.7K 761 +761 New
BC
690
Bartlett & Co
Ohio
$23K 724 – –
LNB
691
Ledyard National Bank
$22K 712 – –
ZTNA
692
Zions Trust National Association
Utah
$21K 688 – –
IRS
693
Invictus RG (Singapore)
Singapore
$20K 631 -81 -11%
JFGIW
694
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19K 620 -4,465 -88%
ST
695
SpiderRock Trading
Illinois
– – – –
CFA
696
Carroll Financial Associates
North Carolina
$19K 607 +193 +47%
HCM
697
Horrell Capital Management
Arkansas
$18K 583 – –
BFEC
698
Benjamin F. Edwards & Company
Missouri
$16K 500 – –
FMT
699
First Mercantile Trust
Tennessee
$13K 425 – –
FFC
700
First Financial Corp
Indiana
$12K 370 -1,560 -81%
26 27
28
29 30