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Morgan Stanley
MS

Overview Fund Activity

790 hedge funds and large institutions have $64.8B invested in Morgan Stanley in 2014 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 290 increasing their positions, 272 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
790
Holders Change
+59
Holders Change %
+8.07%
% of All Funds
21.08%
Holding in Top 10
34
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+41.67%
% of All Funds
0.91%
New
114
Increased
290
Reduced
272
Closed
45
Calls
$558M
Puts
$1.4B
Net Calls
-$837M
Net Calls Change
-$307M

Top Buyers

1
CG
Carmignac Gestion
France
$379M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.26B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.35B
4
Jennison Associates
Jennison Associates
New York
$1.17B
5
Vanguard Group
Vanguard Group
Pennsylvania
$2.96B

Top Sellers

1
CANY
Caxton Associates (New York)
New York
$21.5M
2
FAM
Fred Alger Management
New York
$154M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
$409M
4
Franklin Resources
Franklin Resources
California
$1.07B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.87B
Name Holding Trade Value Shares
Change 		Shares
Change %
FIG
801
Fortress Investment Group
New York
– -$4.89M -141,503 Closed
MLL
802
Moody Lynn & Lieberson
Massachusetts
– -$4.72M -136,376 Closed
TH
803
Timber Hill
Connecticut
– -$3.44M -99,579 Closed
SC
804
Saiers Capital
New York
– -$3.2M -92,618 Closed
ROTUOC
805
Regents of the University of California
California
– -$3.12M -90,207 Closed
HMS
806
Hanseatic Management Services
New Mexico
– -$1.68M -48,700 Closed
Capstone Investment Advisors
807
Capstone Investment Advisors
New York
– -$1.26M -36,321 Closed
SC
808
Sculptor Capital
New York
– -$1.03M -29,770 Closed
AAP
809
Ardsley Advisory Partners
Connecticut
– -$864K -25,000 Closed
PRCM
810
Pine River Capital Management
Minnesota
– -$640K -18,500 Closed
SIM
811
Spark Investment Management
New York
– -$573K -16,600 Closed
LBG
812
Lloyds Banking Group
United Kingdom
– -$471K -13,631 Closed
LCM
813
Landscape Capital Management
New Jersey
– -$436K -12,600 Closed
VanEck Associates
814
VanEck Associates
New York
– -$390K -11,273 Closed
MCA
815
Metropolitan Capital Advisors
New York
– -$389K -11,250 Closed
GA
816
Geneva Advisors
Illinois
– -$326K -9,425 Closed
PAM
817
Princeton Alpha Management
New Jersey
– -$315K -9,099 Closed
Two Sigma Advisers
818
Two Sigma Advisers
New York
– -$310K -8,970 Closed
PHK
819
Point72 Hong Kong
Hong Kong
– -$306K -8,857 Closed
JT
820
Jump Trading
Illinois
– -$306K -8,850 Closed
QC
821
QCM Cayman
Texas
– -$251K -7,261 Closed
CCM
822
Chilton Capital Management
Texas
– -$221K -6,400 Closed
KB
823
Kimelman & Baird
New York
– -$207K -6,000 Closed
UF
824
Univest Financial
Pennsylvania
– -$204K -5,887 Closed
BKBG
825
BHF Kleinwort Benson Group
Belgium
– -$69K -2,530 Closed
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