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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 %
TH
751
Timber Hill
Connecticut
– -$2.7M -86,613 Closed
BCM
752
Breithorn Capital Management
New York
– -$2.07M -66,296 Closed
FAM
753
Forty4 Asset Management
Illinois
– -$1.99M -63,900 Closed
MCM
754
Mazama Capital Management
Oregon
– -$1.58M -50,800 Closed
HT
755
HAP Trading
New York
– -$1.58M -50,763 Closed
CAM
756
CMT Asset Management
Illinois
– -$1.44M -46,261 Closed
SFU
757
Stonehage Fleming (UK)
United Kingdom
– -$1.2M -38,360 Closed
DCM
758
Decade Capital Management
New York
– -$1.01M -32,319 Closed
NC
759
Northpointe Capital
Michigan
– -$1M -32,214 Closed
NJBEST
760
New Jersey Better Educational Savings Trust
New Jersey
– -$997K -32,000 Closed
SCM
761
Schneider Capital Management
Pennsylvania
– -$971K -31,154 Closed
CIM
762
Contravisory Investment Management
Massachusetts
– -$743K -23,840 Closed
PAM
763
Paradigm Asset Management
New York
– -$698K -22,400 Closed
BA
764
Bridgewater Associates
Connecticut
– -$491K -15,755 Closed
SCA
765
Secor Capital Advisors
New York
– -$453K -14,547 Closed
PL
766
Parkwood LLC
Ohio
– -$392K -12,592 Closed
MTIM
767
Marathon Trading Investment Management
Pennsylvania
– -$362K -11,600 Closed
ID
768
Integral Derivatives
New York
– -$359K -11,516 Closed
Twin Tree Management
769
Twin Tree Management
Texas
– -$341K -10,949 Closed
KIG
770
Kovitz Investment Group
Illinois
– -$237K -10,773 Closed
VFS
771
VSR Financial Services
Kansas
– -$294K -9,434 Closed
T
772
TradeWorx
New Jersey
– -$271K -8,680 Closed
AL
773
Aspiriant LLC
California
– -$252K -8,100 Closed
CFG
774
CKW Financial Group
Hawaii
– -$248K -8,000 Closed
Loomis, Sayles & Company
775
Loomis, Sayles & Company
Massachusetts
– -$240K -7,700 Closed
28 29 30
31
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