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Morgan Stanley
MS

Overview Fund Activity

790 hedge funds and large institutions have $64.8B invested in Morgan Stanley in 2014 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 290 increasing their positions, 272 reducing their positions, and 45 closing their positions.

Holders
790
Holders Change
+59
Holders Change %
+8.07%
% of All Funds
21.08%
Holding in Top 10
34
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+41.67%
% of All Funds
0.91%
New
114
Increased
290
Reduced
272
Closed
45
Calls
$558M
Puts
$1.4B
Net Calls
-$837M
Net Calls Change
-$307M

Top Buyers

1
CG
1
Carmignac Gestion
France
$379M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.26B
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$3.35B
4
Jennison Associates
4
Jennison Associates
New York
$1.17B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.96B

Top Sellers

1
CANY
1
Caxton Associates (New York)
New York
$21.5M
2
FAM
2
Fred Alger Management
New York
$154M
3
Winslow Capital Management
3
Winslow Capital Management
Minnesota
$409M
4
Franklin Resources
4
Franklin Resources
California
$1.07B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.87B
Name Holding Trade Value Shares
Change 		Shares
Change %
AllianceBernstein
51
AllianceBernstein
Tennessee
$160M +$7.27M +187,420 +5%
FAM
52
Fred Alger Management
New York
$154M -$180M -4,634,305 -54%
BlackRock
53
BlackRock
New York
$151M +$20.2M +521,480 +15%
1832 Asset Management
54
1832 Asset Management
Ontario, Canada
$150M -$35.1M -908,394 -19%
Deutsche Bank
55
Deutsche Bank
Germany
$148M -$68.1M -1,754,909 -31%
UBS Group
56
UBS Group
Switzerland
$146M +$146M +3,764,376 New
TD Asset Management
57
TD Asset Management
Ontario, Canada
$143M +$1.69M +43,665 +1%
Sumitomo Mitsui Trust Group
58
Sumitomo Mitsui Trust Group
Japan
$138M -$90.9K -2,331 -0.1%
LSV Asset Management
59
LSV Asset Management
Illinois
$135M +$1.47M +37,900 +1%
KP
60
Kiltearn Partners
United Kingdom
$131M +$11.8M +305,400 +10%
PI
61
Putnam Investments
Massachusetts
$119M +$647K +16,671 +0.5%
Bessemer Group
62
Bessemer Group
New Jersey
$115M +$725K +18,673 +0.6%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$114M +$1.07M +27,510 +0.9%
Adage Capital Partners
64
Adage Capital Partners
Massachusetts
$112M +$26.9M +694,300 +32%
New York State Teachers Retirement System (NYSTRS)
65
New York State Teachers Retirement System (NYSTRS)
New York
$112M +$753K +19,399 +0.7%
Mitsubishi UFJ Trust & Banking
66
Mitsubishi UFJ Trust & Banking
Japan
$105M +$967K +24,912 +0.9%
AL
67
AJO LP
Pennsylvania
$105M +$102M +2,638,520 +4,412%
EVM
68
Eaton Vance Management
Massachusetts
$105M -$47.4M -1,221,757 -31%
State of Wisconsin Investment Board
69
State of Wisconsin Investment Board
Wisconsin
$98.4M +$2.65M +68,280 +3%
RFC
70
Russell Frank Company
Washington
$97.2M +$12M +306,773 +14%
ASC
71
Atalanta Sosnoff Capital
New York
$96.6M -$2.75M -70,757 -3%
VFA
72
Virtus Fund Advisers
Connecticut
$93.8M +$1.47M +37,996 +2%
RhumbLine Advisers
73
RhumbLine Advisers
Massachusetts
$93M -$982K -25,305 -1%
Schroder Investment Management Group
74
Schroder Investment Management Group
United Kingdom
$92.1M +$53.9M +1,389,993 +141%
MAA
75
Managed Account Advisors
New Jersey
$90.9M -$10.4M -267,140 -10%
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