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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 %
WTB
676
Washington Trust Bank
Washington
$43K – – –
WA
677
WealthTrust-Arizona
Arizona
$39K -$17K -525 -30%
MBT
678
Monroe Bank & Trust
Michigan
$39K – – –
TCM
679
Tradewinds Capital Management
Washington
$39K – – –
RFS
680
Rockefeller Financial Services
New York
$39K +$12.5K +384 +47%
BC
681
Bartlett & Co
Ohio
$36K +$12.8K +400 +55%
CGT
682
Capital Guardian Trust
California
$36K +$36K +1,099 New
CAL
683
Capital Advisors Ltd
Ohio
$35K – – –
WTC
684
WhitTier Trust Company
Nevada
$30K – – –
CCS
685
Crosspoint Capital Strategies
California
$26K -$35.1K -1,059 -57%
PCC
686
Park Circle Company
Maryland
$26K +$26K +800 New
NSIM
687
North Star Investment Management
Illinois
$25K – – –
FCCM
688
First City Capital Management
Georgia
$24.6K – – –
LNB
689
Ledyard National Bank
$23K – – –
CA
690
CapWealth Advisors
Tennessee
$23K +$23K +700 New
ZTNA
691
Zions Trust National Association
Utah
$22K – – –
GAM
692
Gemmer Asset Management
California
$22K +$22K +690 New
JFGIW
693
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20K – – –
CFA
694
Carroll Financial Associates
North Carolina
$20K +$66 +2 +0.3%
HCM
695
Horrell Capital Management
Arkansas
$19K – – –
BFEC
696
Benjamin F. Edwards & Company
Missouri
$16K – – –
FMT
697
First Mercantile Trust
Tennessee
$14K – – –
ATC
698
Adirondack Trust Company
New York
$14K +$14K +425 New
NES
699
New England Securities
New York
$13K – – –
AC
700
Alexandria Capital
Virginia
$13K +$8.28K +251 +176%
26 27
28
29 30