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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 %
Two Sigma Advisers
751
Two Sigma Advisers
New York
– – -50,210 Closed
MCA
752
Mendon Capital Advisors
Florida
– – -50,000 Closed
PMAM
753
Picton Mahoney Asset Management
Ontario, Canada
– – -49,700 Closed
GF
754
Gerry Farber
New York
– – -42,500 Closed
PIM
755
Perkins Investment Management
Illinois
– – -40,175 Closed
Two Sigma Investments
756
Two Sigma Investments
New York
– – -38,019 Closed
MBI
757
Montrusco Bolton Investments
Quebec, Canada
– – -31,790 Closed
ACI
758
Advance Capital I
Michigan
– – -30,300 Closed
OA
759
Oak Associates
Ohio
– – -29,000 Closed
NCCM
760
Nine Chapters Capital Management
New Jersey
– – -22,600 Closed
PP
761
Paloma Partners
Connecticut
– – -22,074 Closed
ICM
762
Ionic Capital Management
New York
– – -20,200 Closed
ACM
763
Argonaut Capital Management
New York
– – -20,000 Closed
FIM
764
Fernwood Investment Management
Massachusetts
– – -19,750 Closed
Fiera Capital (Canada)
765
Fiera Capital (Canada)
Quebec, Canada
– – -19,300 Closed
CAIMH
766
Central Asset Investments & Management Holdings
Hong Kong
– – -18,200 Closed
Voloridge Investment Management
767
Voloridge Investment Management
Florida
– – -18,100 Closed
HMS
768
Hanseatic Management Services
New Mexico
– – -16,590 Closed
AI
769
Analytic Investors
California
– – -16,418 Closed
BAM
770
Berkshire Asset Management
Pennsylvania
– – -15,478 Closed
AIU
771
Algebris Investments (UK)
United Kingdom
– – -13,693 Closed
HTC
772
Haverford Trust Company
Pennsylvania
– – -12,730 Closed
AL
773
Airain Ltd
Guernsey
– – -11,721 Closed
Verition Fund Management
774
Verition Fund Management
Connecticut
– – -10,990 Closed
MCM
775
Matarin Capital Management
New York
– – -10,121 Closed
29 30
31
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