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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 %
PMFA
726
Plante Moran Financial Advisors
Michigan
$2K 79 -3,651 -98%
TFO
727
Tarbox Family Office
California
$1K 56 -156 -74%
FMII
728
Farmers & Merchants Investments Inc
Nebraska
$1K 31 – –
CAW
729
Cornerstone Advisors (Washington)
Washington
$1K 29 +29 New
SCP
730
Syntal Capital Partners
Texas
$113 3,645 +3,645 New
Adage Capital Partners
731
Adage Capital Partners
Massachusetts
– – -2,425,600 Closed
VM
732
Valinor Management
New York
– – -1,408,381 Closed
CCM
733
Cornerstone Capital Management
Minnesota
– – -1,165,527 Closed
Parallax Volatility Advisers
734
Parallax Volatility Advisers
California
– – -514,440 Closed
EGM
735
Espalier Global Management
New York
– – -500,000 Closed
UOC
736
UBS O'Connor
Illinois
– – -334,751 Closed
AGCJ
737
Alden Global Capital (Jersey)
Jersey
– – -313,900 Closed
JCP
738
Jabre Capital Partners
Switzerland
– – -300,000 Closed
MLL
739
Moody Lynn & Lieberson
Massachusetts
– – -298,471 Closed
CHCM
740
Columbus Hill Capital Management
New Jersey
– – -233,873 Closed
TAM
741
Todd Asset Management
Kentucky
– – -213,676 Closed
JC
742
JBF Capital
Colorado
– – -193,700 Closed
MAM
743
Meeder Asset Management
Ohio
– – -193,550 Closed
DP
744
Delta Partners
Massachusetts
– – -188,900 Closed
NVIM
745
New Vernon Investment Management
Illinois
– – -138,000 Closed
CCIA
746
Campbell & Co Investment Adviser
Maryland
– – -84,523 Closed
EP
747
Emrys Partners
New York
– – -82,285 Closed
WCM
748
Westend Capital Management
California
– – -57,400 Closed
CAD
749
Craig A. Drill
– – -57,000 Closed
Jane Street
750
Jane Street
New York
– – -51,417 Closed
28 29
30
31 32