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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 %
GC
101
Guggenheim Capital
Illinois
$46.8M 1,501,417 +712,972 +90%
Korea Investment Corp
102
Korea Investment Corp
South Korea
$43.8M 1,404,500 -70,600 -5%
SG Americas Securities
103
SG Americas Securities
New York
$42.7M 1,371,002 -1,172,371 -46%
USAA
104
United Services Automobile Association
Texas
$42.2M 1,352,280 +195,592 +17%
Marshall Wace
105
Marshall Wace
United Kingdom
$42M 1,346,718 +1,346,718 New
SO
106
STRS Ohio
Ohio
$41.8M 1,340,957 +240,000 +22%
D.E. Shaw & Co
107
D.E. Shaw & Co
New York
$40.5M 1,300,087 -2,089,799 -62%
WM
108
WS Management
Florida
$40M 1,283,500 +250,000 +24%
GIA
109
Gateway Investment Advisers
Ohio
$39.9M 1,280,811 -45,076 -3%
Ohio Public Employees Retirement System (OPERS)
110
Ohio Public Employees Retirement System (OPERS)
Ohio
$38.2M 1,226,657 -100,542 -8%
STC
111
SEI Trust Company
Pennsylvania
$36.5M 1,170,688 -390,955 -25%
BGIM
112
Brandywine Global Investment Management
Pennsylvania
$36.4M 1,168,545 +57,646 +5%
IAM
113
Impax Asset Management
New Hampshire
$36.2M 1,161,897 +1,597 +0.1%
EARNEST Partners
114
EARNEST Partners
Georgia
$36.2M 1,161,106 +2,033 +0.2%
DL
115
Delta Lloyd
Netherlands
$35.6M 1,140,531 +7,509 +0.7%
Schroder Investment Management Group
116
Schroder Investment Management Group
United Kingdom
$35.5M 1,139,938 -642,884 -36%
SAM
117
Sentinel Asset Management
Vermont
$34.9M 1,119,000 +5,000 +0.4%
Citigroup
118
Citigroup
New York
$33.6M 1,078,325 -387,575 -26%
IG
119
ING Group
Netherlands
$33.3M 1,067,394 +73,532 +7%
NFA
120
Nationwide Fund Advisors
Ohio
$33.2M 1,065,592 -41,504 -4%
BNP Paribas Asset Management
121
BNP Paribas Asset Management
France
$33.1M 1,060,579 +962,262 +979%
KeyBank National Association
122
KeyBank National Association
Ohio
$32.8M 1,051,929 +61,490 +6%
PHAM
123
Pacific Heights Asset Management
California
$32.3M 1,035,000 -395,000 -28%
TRSOTSOK
124
Teachers Retirement System of the State of Kentucky
Kentucky
$32.2M 1,032,262 -274,300 -21%
Nuveen Asset Management
125
Nuveen Asset Management
Illinois
$32.1M 1,028,464 -343,674 -25%
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