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Morgan Stanley
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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 %
BCM
776
Beck Capital Management
Texas
– – -10,095 Closed
TAM
777
Telluride Asset Management
Minnesota
– – -9,600 Closed
SIM
778
SSI Investment Management
California
– – -8,055 Closed
CHA
779
Cedar Hill Associates
Illinois
– – -7,641 Closed
CCM
780
Chilton Capital Management
Texas
– – -7,512 Closed
MHS
781
M Holdings Securities
Oregon
– – -7,335 Closed
DTL
782
Dynamic Technology Lab
Singapore
– – -7,300 Closed
HHGA
783
Halbert Hargrove Global Advisors
California
– – -7,138 Closed
FFBTD
784
First Financial Bank - Trust Division
Ohio
– – -6,400 Closed
SHWM
785
Smith & Howard Wealth Management
Georgia
– – -4,855 Closed
SEC
786
Seven Eight Capital
New York
– – -4,700 Closed
SFPIA
787
Stevens First Principles Investment Advisors
California
– – -4,000 Closed
Fuller & Thaler Asset Management
788
Fuller & Thaler Asset Management
California
– – -3,900 Closed
ITIM
789
Indiana Trust & Investment Management
Indiana
– – -900 Closed
CGT
790
Capital Guardian Trust
California
– – -858 Closed
QCMC
791
Quantum Capital Management (California)
California
– – -750 Closed
PTCG
792
Pring Turner Capital Group
California
– – -600 Closed
TF
793
Tompkins Financial
New York
– – -536 Closed
ST
794
Smithfield Trust
Pennsylvania
– – -370 Closed
EU
795
Emory University
Georgia
– – -350 Closed
RFA
796
Reilly Financial Advisors
California
– – -200 Closed
GI
797
Gradient Investments
Minnesota
– – -151 Closed
Group One Trading
798
Group One Trading
Illinois
– – -100 Closed
LWA
799
Lenox Wealth Advisors
New York
– – -87 Closed
KFP
800
Keystone Financial Planning
Ohio
– – -57 Closed
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