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Morgan Stanley
MS

791 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

153% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 45

42% more funds holding in top 10

Funds holding in top 10: 24 → 34 (+10)

20% more capital invested

Capital invested by funds: $54.2B → $64.8B (+$10.6B)

8% more funds holding

Funds holding: 732 → 791 (+59)

3.59% more ownership

Funds ownership: 80.18% → 83.77% (+3.6%)

7% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 272

60% less call options, than puts

Call options by funds: $558M | Put options by funds: $1.4B

Holders
791
Holders Change
+59
Holders Change %
+8.06%
% of All Funds
21.09%
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

Rank Fund Capital Flow
1
SAM
Securian Asset Management
Minnesota
+$1.88B
2
CG
Carmignac Gestion
France
+$347M
3
JP Morgan Chase
JP Morgan Chase
New York
+$166M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$123M
5
Jennison Associates
Jennison Associates
New York
+$111M

Top Sellers

Rank Fund Capital Flow
1
CANY
Caxton Associates (New York)
New York
-$189M
2
FAM
Fred Alger Management
New York
-$165M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
-$101M
4
Franklin Resources
Franklin Resources
California
-$94.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$77.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
BKBG
826
BHF Kleinwort Benson Group
Belgium
– -$69K -2,530 Closed
MHS
827
M Holdings Securities
Oregon
– -$77K -2,010 Closed
FNBSF
828
First National Bank Sioux Falls
South Dakota
– -$65K -1,870 Closed
PTC
829
Private Trust Company
Ohio
– -$53K -1,522 Closed
PFO
830
Pathstone Family Office
New Jersey
– -$27K -775 Closed
CA
831
CapWealth Advisors
Tennessee
– -$24K -700 Closed
WA
832
Waverly Advisors
Alabama
– -$11K -322 Closed
SFSIG
833
San Francisco Sentry Investment Group
California
– -$4K -127 Closed
BWFA
834
Baltimore-Washington Financial Advisors
Maryland
– -$2K -57 Closed
WIL
835
Winifred I. Li
– +$178 +5 New
IF
836
Ironwood Financial
Arizona
– +$391 +11 New
30 31 32 33
34

MS Hedge Fund Activity: Q4 2014 in Review

791 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q4 2014, worth a combined $64.8B — up 20% from $54.2B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new MS positions and 45 closed out — a net gain of 69 holders — while 290 added to existing stakes and 272 trimmed.

The largest buyer was Securian Asset Management, adding an estimated $1.88B. The largest seller was Caxton Associates (New York), cutting an estimated $189M.

  • 791 institutional investors held Morgan Stanley (MS) as of Q4 2014, up from 732 in Q3 2014.
  • Funds reported $64.8B of Morgan Stanley stock for Q4 2014, up 20% quarter-over-quarter.
  • 114 funds opened new Morgan Stanley positions in Q4 2014 and 45 closed out, a net change of +69 holders.
  • The largest Morgan Stanley buyer in Q4 2014 was Securian Asset Management, an estimated $1.88B added.
  • The largest Morgan Stanley seller in Q4 2014 was Caxton Associates (New York), an estimated $189M sold.

Based on aggregated 13F filings for Q4 2014.