We are live on ! Find out more
MS icon

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: 733731 (-2)

8% less funds holding in top 10

Funds holding in top 10: 2624 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
State Board of Administration of Florida Retirement System
76
State Board of Administration of Florida Retirement System
Florida
$78.8M -$29.5K -886 -0%
Arrowstreet Capital
77
Arrowstreet Capital
Massachusetts
$77.8M +$75M +2,250,618 New
MTB
78
Mizuho Trust & Banking
Japan
$77.6M -$11.6M -349,186 -13%
FI
79
Focused Investors
California
$77.4M -$466K -14,000 -0.6%
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$77M +$3.8M +114,050 +5%
Adage Capital Partners
81
Adage Capital Partners
Massachusetts
$75.9M -$4.96M -149,000 -6%
RFC
82
Russell Frank Company
Washington
$75.6M -$6.59M -197,780 -8%
APG Asset Management
83
APG Asset Management
Netherlands
$73.7M +$2.05M +61,517 +3%
JHIU
84
Janus Henderson Investors US
Colorado
$70M -$20.9M -626,680 -24%
American Century Companies
85
American Century Companies
Missouri
$69.1M +$6.76M +202,801 +11%
BM
86
Bridger Management
New York
$69.1M
GI
87
GAMCO Investors
Connecticut
$67.7M +$10.9M +325,930 +20%
Public Employees Retirement Association of Colorado
88
Public Employees Retirement Association of Colorado
Colorado
$65.4M -$294K -8,814 -0.5%
PPA
89
Parametric Portfolio Associates
Washington
$63.2M -$13.1M -392,894 -18%
Principal Financial Group
90
Principal Financial Group
Iowa
$63M +$5.88M +176,494 +11%
Canada Pension Plan Investment Board
91
Canada Pension Plan Investment Board
Ontario, Canada
$62.3M -$26M -780,932 -30%
HSBC Holdings
92
HSBC Holdings
United Kingdom
$61.2M +$3.04M +91,262 +5%
State of New Jersey Common Pension Fund D
93
State of New Jersey Common Pension Fund D
New Jersey
$60.5M
CCP
94
Clough Capital Partners
Massachusetts
$56.7M -$9.75M -292,500 -15%
BJ
95
BlackRock Japan
Japan
$56.6M +$2.71M +81,314 +5%
USAA
96
United Services Automobile Association
Texas
$55.9M +$746K +22,377 +1%
BGIM
97
Brandywine Global Investment Management
Pennsylvania
$55.2M +$7.67M +230,144 +17%
Retirement Systems of Alabama
98
Retirement Systems of Alabama
Alabama
$54.4M +$2.21M +66,251 +4%
Mackenzie Financial
99
Mackenzie Financial
Ontario, Canada
$51.7M -$6.25M -187,447 -11%
DRZID
100
DePrince Race & Zollo Inc (DRZ)
Florida
$50.9M -$28.1M -843,500 -36%