MS icon

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 Holding Trade Value Shares
Change 		Shares
Change %
HF
726
Hoxton Financial
West Virginia
$4K – – –
SFSIG
727
San Francisco Sentry Investment Group
California
$4K – – –
TDC
728
Thompson Davis & Co
Virginia
$4K +$4K +125 New
SSB
729
Sandy Spring Bank
Maryland
$3K – – –
TSW
730
Thompson Siegel & Walmsley
Virginia
$3K – – –
CAW
731
Cornerstone Advisors (Washington)
Washington
$3K +$1.93K +52 +179%
CG
732
Colony Group
Massachusetts
$3K +$3K +100 New
TFO
733
Tarbox Family Office
California
$1K – – –
FMII
734
Farmers & Merchants Investments Inc
Nebraska
$1K – – –
KKRC
735
Kohlberg Kravis Roberts & Co
New York
– -$17.8M -570,600 Closed
Millennium Management
736
Millennium Management
New York
– -$17.5M -561,876 Closed
BPM
737
Bronson Point Management
Connecticut
– -$14.8M -475,000 Closed
KWILP
738
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$13.5M -433,341 Closed
WC
739
Wexford Capital
Florida
– -$11.6M -373,588 Closed
SCA
740
SAC Capital Advisors
Connecticut
– -$10.4M -334,489 Closed
ZAM
741
Zenit Asset Management
Sweden
– -$10M -320,000 Closed
SM
742
SLS Management
New York
– -$9.37M -300,500 Closed
EC
743
EJF Capital
Virginia
– -$9.35M -300,000 Closed
AIM
744
Assured Investment Management
New York
– -$7.01M -225,000 Closed
SCM
745
Stevens Capital Management
Pennsylvania
– -$6.26M -200,670 Closed
SAMNY
746
Samsung Asset Management (New York)
New York
– -$4.44M -142,490 Closed
Connor, Clark & Lunn Investment Management (CC&L)
747
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$3.69M -107,100 Closed
DCM
748
Driehaus Capital Management
Illinois
– -$3.2M -102,678 Closed
WMSA
749
Weiss Multi-Strategy Advisers
New York
– -$3.12M -100,000 Closed
BCM
750
Bluefin Capital Management
New York
– -$3M -95,000 Closed
28 29
30
31 32