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Morgan Stanley
MS

Overview Fund Activity

733 hedge funds and large institutions have $50.2B invested in Morgan Stanley in 2014 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 267 increasing their positions, 280 reducing their positions, and 53 closing their positions.

Holders
733
Holders Change
+3
Holders Change %
+0.41%
% of All Funds
21.08%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.75%
New
61
Increased
267
Reduced
280
Closed
53
Calls
$457M
Puts
$847M
Net Calls
-$389M
Net Calls Change
-$165M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.35B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.54B
3
Norges Bank
3
Norges Bank
Norway
$403M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.23B
5
CGM
5
Capital Growth Management
Massachusetts
$213M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.5B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$7.93M
3
FAM
3
Fred Alger Management
New York
$219M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$4.48M
5
Eagle Capital Management (New York)
5
Eagle Capital Management (New York)
New York
$913M
Name Market Value Shares Shares
Change 		Shares
Change %
RIM
76
Rainier Investment Management
Washington
$76.7M 2,372,089 -1,475,111 -38%
Adage Capital Partners
77
Adage Capital Partners
Massachusetts
$75.8M 2,345,800 +2,345,800 New
DRZID
78
DePrince Race & Zollo Inc (DRZ)
Florida
$74.9M 2,316,539 +388,500 +20%
State Board of Administration of Florida Retirement System
79
State Board of Administration of Florida Retirement System
Florida
$73.7M 2,280,560 -52,289 -2%
State of Wisconsin Investment Board
80
State of Wisconsin Investment Board
Wisconsin
$73.5M 2,274,905 +50,374 +2%
FI
81
Focused Investors
California
$72.8M 2,252,500 +27,400 +1%
PPA
82
Parametric Portfolio Associates
Washington
$71.8M 2,221,208 +25,031 +1%
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
$68.3M 2,111,930 -2,800 -0.1%
APG Asset Management
84
APG Asset Management
Netherlands
$67M 2,071,463 +329,628 +19%
BM
85
Bridger Management
New York
$64.7M 2,000,000 -310,500 -13%
CCP
86
Clough Capital Partners
Massachusetts
$62.5M 1,933,910 +148,000 +8%
CC
87
Carlson Capital
Texas
$61.8M 1,912,350 +1,474,100 +336%
Public Employees Retirement Association of Colorado
88
Public Employees Retirement Association of Colorado
Colorado
$61.4M 1,900,137 +79,947 +4%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$60.6M 1,875,388 -62,859 -3%
American Century Companies
90
American Century Companies
Missouri
$58.1M 1,797,300 +793,370 +79%
State of New Jersey Common Pension Fund D
91
State of New Jersey Common Pension Fund D
New Jersey
$56.6M 1,750,000 +1,750,000 New
Mackenzie Financial
92
Mackenzie Financial
Ontario, Canada
$54.4M 1,683,576 +107,101 +7%
HSBC Holdings
93
HSBC Holdings
United Kingdom
$54.2M 1,677,760 +34,118 +2%
LPU
94
Lansdowne Partners (UK)
United Kingdom
$53.9M 1,668,078 +1,668,078 New
Principal Financial Group
95
Principal Financial Group
Iowa
$53.2M 1,644,607 +2,154 +0.1%
GI
96
GAMCO Investors
Connecticut
$52.8M 1,632,335 +85,345 +6%
USAA
97
United Services Automobile Association
Texas
$51.5M 1,593,477 +241,197 +18%
BJ
98
BlackRock Japan
Japan
$50.3M 1,555,782 -128,411 -8%
Citadel Advisors
99
Citadel Advisors
Florida
$49.2M 1,520,599 -2,078,113 -58%
ASC
100
Atalanta Sosnoff Capital
New York
$48.9M 1,511,258 +1,511,258 New
2 3
4
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