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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
TSW
726
Thompson Siegel & Walmsley
Virginia
$3K – – –
CG
727
Colony Group
Massachusetts
$3K – – –
CAW
728
Cornerstone Advisors (Washington)
Washington
$2K -$1.12K -29 -36%
BWFA
729
Baltimore-Washington Financial Advisors
Maryland
$2K +$2K +57 New
FMII
730
Farmers & Merchants Investments Inc
Nebraska
$1K – – –
NG
731
NatWest Group
United Kingdom
$509 +$121 +3,505 +31%
LPU
732
Lansdowne Partners (UK)
United Kingdom
– -$53.9M -1,668,078 Closed
HCCM
733
Herring Creek Capital Management
Connecticut
– -$22.8M -703,983 Closed
MVP
734
Miller Value Partners
Florida
– -$20.7M -640,275 Closed
AIMCA
735
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$18M -557,500 Closed
PFMOSF
736
Philadelphia Financial Management of San Francisco
California
– -$16.2M -501,278 Closed
AF
737
Ally Financial
Michigan
– -$8.08M -250,000 Closed
MCM
738
Moore Capital Management
New York
– -$7.27M -225,000 Closed
SGDR
739
SPX Gestao de Recursos
Brazil
– -$5.67M -175,290 Closed
HCMT
740
Highland Capital Management (Tennessee)
Tennessee
– -$5.61M -173,408 Closed
BCM
741
Bridgeway Capital Management
Texas
– -$4.15M -128,300 Closed
ST
742
Spot Trading
Illinois
– -$3.51M -108,417 Closed
CIP
743
Convergence Investment Partners
Florida
– -$3.28M -101,557 Closed
GCP
744
GSA Capital Partners
United Kingdom
– -$2.82M -87,185 Closed
QT
745
Quantbot Technologies
New York
– -$2.35M -72,820 Closed
LP
746
LMR Partners
United Kingdom
– -$2.3M -70,972 Closed
GCA
747
Gideon Capital Advisors
New York
– -$2.27M -70,329 Closed
SGH
748
Schonfeld Group Holdings
New York
– -$1.64M -50,800 Closed
MSP
749
Madison Street Partners
Colorado
– -$1.34M -41,354 Closed
WWM
750
Willingdon Wealth Management
North Carolina
– -$805K -24,900 Closed
28 29
30
31 32