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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 Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
51
Charles Schwab
California
$135M 4,166,988 +328,584 +9%
Bank of America
52
Bank of America
North Carolina
$131M 4,058,000 -33,202 -0.8%
Sumitomo Mitsui Trust Group
53
Sumitomo Mitsui Trust Group
Japan
$126M 3,909,118 -261,336 -6%
AllianceBernstein
54
AllianceBernstein
Tennessee
$124M 3,821,554 -444,814 -10%
CS
55
Credit Suisse
Switzerland
$120M 3,699,407 +259,602 +8%
U
56
UBS
Switzerland
$116M 3,596,963 +859,809 +31%
MAA
57
Managed Account Advisors
New Jersey
$114M 3,520,206 -242,826 -6%
TD Asset Management
58
TD Asset Management
Ontario, Canada
$110M 3,410,556 +1,861,620 +120%
BlackRock
59
BlackRock
New York
$108M 3,325,629 -356,330 -10%
PI
60
Putnam Investments
Massachusetts
$100M 3,104,338 +357,293 +13%
LSV Asset Management
61
LSV Asset Management
Illinois
$100M 3,101,020 +410,000 +15%
Bessemer Group
62
Bessemer Group
New Jersey
$94M 2,907,189 +1,221,144 +72%
Mitsubishi UFJ Trust & Banking
63
Mitsubishi UFJ Trust & Banking
Japan
$91M 2,815,114 -3,675 -0.1%
New York State Teachers Retirement System (NYSTRS)
64
New York State Teachers Retirement System (NYSTRS)
New York
$90.8M 2,808,976 -74,525 -3%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$90.6M 2,802,461 +32,500 +1%
Hotchkis & Wiley Capital Management
66
Hotchkis & Wiley Capital Management
California
$89.3M 2,762,500 -1,000 -0%
JHIU
67
Janus Henderson Investors US
Colorado
$85.8M 2,652,791 -785,994 -23%
MTB
68
Mizuho Trust & Banking
Japan
$83.9M 2,595,664 -20,286 -0.8%
Canada Pension Plan Investment Board
69
Canada Pension Plan Investment Board
Ontario, Canada
$83.5M 2,582,609 +596,831 +30%
KP
70
Kiltearn Partners
United Kingdom
$82.7M 2,559,141 +447,600 +21%
RIG
71
Roosevelt Investment Group
New York
$80.3M 2,484,244 +272,425 +12%
Prudential Financial
72
Prudential Financial
New Jersey
$79.4M 2,454,852 -139,626 -5%
VFA
73
Virtus Fund Advisers
Connecticut
$77.4M 2,392,932 +2,392,932 New
RFC
74
Russell Frank Company
Washington
$77M 2,383,048 +89,785 +4%
RhumbLine Advisers
75
RhumbLine Advisers
Massachusetts
$77M 2,380,533 -50,832 -2%
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