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Morgan Stanley
MS

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 %
State of Wisconsin Investment Board
76
State of Wisconsin Investment Board
Wisconsin
$69.3M 2,224,531 +31,330 +1%
RIG
77
Roosevelt Investment Group
New York
$68.9M 2,211,819 -296,102 -12%
PPA
78
Parametric Portfolio Associates
Washington
$68.5M 2,196,177 -35,858 -2%
Thrivent Financial for Lutherans
79
Thrivent Financial for Lutherans
Minnesota
$65.9M 2,114,730 -6,950 -0.3%
KP
80
Kiltearn Partners
United Kingdom
$65.8M 2,111,541 +699,200 +50%
SONJCPFA
81
State of New Jersey Common Pension Fund A
New Jersey
$63.9M 2,050,000 +100,000 +5%
Canada Pension Plan Investment Board
82
Canada Pension Plan Investment Board
Ontario, Canada
$61.9M 1,985,778 -64,975 -3%
CA
83
Commerzbank Aktiengesellschaft
Germany
$60.4M 1,938,398 +1,226,372 +172%
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$60.4M 1,938,247 +431,100 +29%
DRZID
85
DePrince Race & Zollo Inc (DRZ)
Florida
$60.1M 1,928,039 -141,000 -7%
SB
86
Suntrust Banks
Georgia
$59.5M 1,910,426 -648,511 -25%
Public Employees Retirement Association of Colorado
87
Public Employees Retirement Association of Colorado
Colorado
$56.7M 1,820,190 -5,037 -0.3%
CCP
88
Clough Capital Partners
Massachusetts
$55.7M 1,785,910 +15,100 +0.9%
APG Asset Management
89
APG Asset Management
Netherlands
$54.3M 1,741,835 +215,624 +14%
Bessemer Group
90
Bessemer Group
New Jersey
$52.6M 1,686,045 +86,641 +5%
BJ
91
BlackRock Japan
Japan
$52.5M 1,684,193 -122,006 -7%
AI
92
Axiom Investors
Connecticut
$51.3M 1,647,200 +62,500 +4%
HSBC Holdings
93
HSBC Holdings
United Kingdom
$51.2M 1,643,642 +302,915 +23%
Principal Financial Group
94
Principal Financial Group
Iowa
$51.2M 1,642,453 +75,532 +5%
Mackenzie Financial
95
Mackenzie Financial
Ontario, Canada
$49.1M 1,576,475 -317,109 -17%
LPLP
96
Lansdowne Partners Limited Partnership
United Kingdom
$49M 1,572,528 +1,572,528 New
Barclays
97
Barclays
United Kingdom
$48.6M 1,569,143 -412,094 -21%
TD Asset Management
98
TD Asset Management
Ontario, Canada
$48.3M 1,548,936 +539,285 +53%
GI
99
GAMCO Investors
Connecticut
$48.2M 1,546,990 -154,695 -9%
Retirement Systems of Alabama
100
Retirement Systems of Alabama
Alabama
$47.1M 1,511,523 -242,599 -14%
2 3
4
5 6