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Morgan Stanley
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
12% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 50
8% more capital invested
Capital invested by funds: $50.2B → $54.2B (+$3.95B)
1.33% more ownership
Funds ownership: 78.84% → 80.18% (+1.3%)
10% more repeat investments, than reductions
Existing positions increased: 287 | Existing positions reduced: 261
0% less funds holding
Funds holding: 733 → 731 (-2)
8% less funds holding in top 10
Funds holding in top 10: 26 → 24 (-2)
51% less call options, than puts
Call options by funds: $513M | Put options by funds: $1.04B
Holders
731
Holders Change
-2
Holders Change %
-0.27%
% of All Funds
21.21%
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
Baltimore,
Maryland
|
+$337M |
| 2 |
JP Morgan Chase
New York
|
+$200M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$152M |
| 4 |
State Street
Boston,
Massachusetts
|
+$146M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$130M |
Top Sellers
| 1 |
Norges Bank
Oslo,
Norway
|
-$181M |
| 2 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$165M |
| 3 |
Eagle Capital Management (New York)
New York
|
-$142M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$118M |
| 5 |
Goldman Sachs
New York
|
-$97.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JFA
776
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$10K | -305 | Closed |
|
|
S
777
SignatureFD
Atlanta,
Georgia
| – | -$7K | -209 | Closed |
|
|
FMP
778
Financial Management Professionals
Austin,
Texas
| – | -$6K | -200 | Closed |
|
779
Group One Trading
Chicago,
Illinois
| – | -$6K | -200 | Closed |
|
|
HF
780
Hoxton Financial
Shepherdstown,
West Virginia
| – | -$4K | -120 | Closed |
|
|
SSB
781
Sandy Spring Bank
Olney,
Maryland
| – | -$3K | -82 | Closed |
|
|
ST
782
SpiderRock Trading
Chicago,
Illinois
| – | -$6K | – | – |
|