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Morgan Stanley

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.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 50

8% more capital invested

Capital invested by funds: $50.2B → $54.2B (+$3.95B)

1.33% more ownership

Funds ownership: 78.84%80.18% (+1.3%)

10% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 261

0% less funds holding

Funds holding: 733731 (-2)

8% less funds holding in top 10

Funds holding in top 10: 2624 (-2)

51% less call options, than puts

Call options by funds: $513M | Put options by funds: $1.04B

Holders
731
Holders Change
-2
Holders Change %
-0.27%
% of All Funds
21.21%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
51
Barclays
United Kingdom
$161M +$112M +3,356,837 +244%
DL
52
Delta Lloyd
Netherlands
$161M -$336K -10,077 -0.9%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$156M -$11.9M -356,889 -7%
AllianceBernstein
54
AllianceBernstein
Tennessee
$136M +$4.03M +121,011 +3%
EVM
55
Eaton Vance Management
Massachusetts
$135M -$165M -4,940,436 -56%
TD Asset Management
56
TD Asset Management
Ontario, Canada
$126M +$7.88M +236,390 +7%
Sumitomo Mitsui Trust Group
57
Sumitomo Mitsui Trust Group
Japan
$122M -$12.7M -379,956 -10%
LSV Asset Management
58
LSV Asset Management
Illinois
$119M +$11.1M +333,000 +11%
U
59
UBS
Switzerland
$118M -$5.79M -173,772 -5%
BlackRock
60
BlackRock
New York
$117M +$1.82M +54,533 +2%
KP
61
Kiltearn Partners
United Kingdom
$106M +$17M +509,800 +20%
PI
62
Putnam Investments
Massachusetts
$105M -$1.98M -59,408 -2%
Bessemer Group
63
Bessemer Group
New Jersey
$102M +$1.15M +34,620 +1%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$101M +$3.94M +118,112 +4%
New York State Teachers Retirement System (NYSTRS)
65
New York State Teachers Retirement System (NYSTRS)
New York
$98.8M +$1.62M +48,669 +2%
Mitsubishi UFJ Trust & Banking
66
Mitsubishi UFJ Trust & Banking
Japan
$92.9M -$4.28M -128,416 -5%
Hotchkis & Wiley Capital Management
67
Hotchkis & Wiley Capital Management
California
$91.2M -$4.17M -125,300 -5%
MAA
68
Managed Account Advisors
New Jersey
$90.2M -$30.4M -911,210 -26%
ASC
69
Atalanta Sosnoff Capital
New York
$88.5M +$35M +1,050,202 +69%
State of Wisconsin Investment Board
70
State of Wisconsin Investment Board
Wisconsin
$85.3M +$6.4M +192,008 +8%
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$83.7M +$1.37M +41,096 +2%
VFA
72
Virtus Fund Advisers
Connecticut
$82.2M -$481K -14,425 -0.6%
Prudential Financial
73
Prudential Financial
New Jersey
$81.1M -$3.65M -109,676 -4%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$80.4M +$52.3M +1,568,300 +207%
RIM
75
Rainier Investment Management
Washington
$79.1M -$2.76M -82,890 -3%