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Morgan Stanley
MS

Overview Fund Activity

731 hedge funds and large institutions have $54.2B invested in Morgan Stanley in 2014 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 287 increasing their positions, 261 reducing their positions, and 50 closing their positions.

Holders
731
Holders Change
-2
Holders Change %
-0.27%
% of All Funds
21.23%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.7%
New
56
Increased
287
Reduced
261
Closed
50
Calls
$513M
Puts
$1.04B
Net Calls
-$529M
Net Calls Change
-$140M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.87B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.85B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.54B
4
State Street
4
State Street
Massachusetts
$5.02B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.74B

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$244M
2
EVM
2
Eaton Vance Management
Massachusetts
$135M
3
Eagle Capital Management (New York)
3
Eagle Capital Management (New York)
New York
$829M
4
Franklin Resources
4
Franklin Resources
California
$1.04B
5
Goldman Sachs
5
Goldman Sachs
New York
$248M
Name Market Value Shares Shares
Change 		Shares
Change %
Barclays
51
Barclays
United Kingdom
$161M 4,733,663 +3,356,837 +244%
DL
52
Delta Lloyd
Netherlands
$161M 1,162,183 -10,077 -0.9%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$156M 4,521,743 -356,889 -7%
AllianceBernstein
54
AllianceBernstein
Tennessee
$136M 3,942,565 +121,011 +3%
EVM
55
Eaton Vance Management
Massachusetts
$135M 3,917,607 -4,940,436 -56%
TD Asset Management
56
TD Asset Management
Ontario, Canada
$126M 3,646,946 +236,390 +7%
Sumitomo Mitsui Trust Group
57
Sumitomo Mitsui Trust Group
Japan
$122M 3,529,162 -379,956 -10%
LSV Asset Management
58
LSV Asset Management
Illinois
$119M 3,434,020 +333,000 +11%
U
59
UBS
Switzerland
$118M 3,423,191 -173,772 -5%
BlackRock
60
BlackRock
New York
$117M 3,380,162 +54,533 +2%
KP
61
Kiltearn Partners
United Kingdom
$106M 3,068,941 +509,800 +20%
PI
62
Putnam Investments
Massachusetts
$105M 3,044,930 -59,408 -2%
Bessemer Group
63
Bessemer Group
New Jersey
$102M 2,941,809 +34,620 +1%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$101M 2,920,573 +118,112 +4%
New York State Teachers Retirement System (NYSTRS)
65
New York State Teachers Retirement System (NYSTRS)
New York
$98.8M 2,857,645 +48,669 +2%
Mitsubishi UFJ Trust & Banking
66
Mitsubishi UFJ Trust & Banking
Japan
$92.9M 2,686,698 -128,416 -5%
Hotchkis & Wiley Capital Management
67
Hotchkis & Wiley Capital Management
California
$91.2M 2,637,200 -125,300 -5%
MAA
68
Managed Account Advisors
New Jersey
$90.2M 2,608,996 -911,210 -26%
ASC
69
Atalanta Sosnoff Capital
New York
$88.6M 2,561,460 +1,050,202 +69%
State of Wisconsin Investment Board
70
State of Wisconsin Investment Board
Wisconsin
$85.3M 2,466,913 +192,008 +8%
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$83.7M 2,421,629 +41,096 +2%
VFA
72
Virtus Fund Advisers
Connecticut
$82.2M 2,378,507 -14,425 -0.6%
Prudential Financial
73
Prudential Financial
New Jersey
$81.1M 2,345,176 -109,676 -4%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$80.4M 2,325,760 +1,568,300 +207%
RIM
75
Rainier Investment Management
Washington
$79.1M 2,289,199 -82,890 -3%
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