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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 %
RIM
51
Rainier Investment Management
Washington
$120M 3,847,200 -490,480 -11%
Charles Schwab
52
Charles Schwab
California
$120M 3,838,404 -121,384 -3%
MAA
53
Managed Account Advisors
New Jersey
$117M 3,763,032 +170,934 +5%
BlackRock
54
BlackRock
New York
$115M 3,681,959 +171,140 +5%
Citadel Advisors
55
Citadel Advisors
Florida
$112M 3,598,712 +810,022 +29%
TA
56
Teachers Advisors
New York
$110M 3,535,585 -345,404 -9%
CS
57
Credit Suisse
Switzerland
$107M 3,439,805 -203,547 -6%
JHIU
58
Janus Henderson Investors US
Colorado
$107M 3,438,785 -271,568 -7%
Deutsche Bank
59
Deutsche Bank
Germany
$104M 3,348,889 +436,607 +15%
CGM
60
Capital Growth Management
Massachusetts
$103M 3,320,000 -9,780,000 -75%
New York State Teachers Retirement System (NYSTRS)
61
New York State Teachers Retirement System (NYSTRS)
New York
$89.9M 2,883,501 -57,626 -2%
Mitsubishi UFJ Trust & Banking
62
Mitsubishi UFJ Trust & Banking
Japan
$87.9M 2,818,789 +30,413 +1%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$86.3M 2,769,961 -7,100 -0.3%
Hotchkis & Wiley Capital Management
64
Hotchkis & Wiley Capital Management
California
$86.1M 2,763,500 +469,800 +20%
PI
65
Putnam Investments
Massachusetts
$85.6M 2,747,045 -290,862 -10%
U
66
UBS
Switzerland
$85.3M 2,737,154 +893,771 +48%
LSV Asset Management
67
LSV Asset Management
Illinois
$83.9M 2,691,020 -54,000 -2%
MTB
68
Mizuho Trust & Banking
Japan
$81.5M 2,615,950 -3,949 -0.2%
Prudential Financial
69
Prudential Financial
New Jersey
$80.9M 2,594,478 +27,310 +1%
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$75.8M 2,431,365 -34,118 -1%
State Board of Administration of Florida Retirement System
71
State Board of Administration of Florida Retirement System
Florida
$72.7M 2,332,849 -226,927 -9%
BM
72
Bridger Management
New York
$72M 2,310,500 – –
RFC
73
Russell Frank Company
Washington
$71.5M 2,293,263 -369,515 -14%
Federated Hermes
74
Federated Hermes
Pennsylvania
$71.2M 2,283,800 +309,893 +16%
FI
75
Focused Investors
California
$69.4M 2,225,100 -69,900 -3%
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3
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