MS icon

Morgan Stanley
MS

Overview Fund Activity

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.

Holders
731
Holders Change
-2
Holders Change %
-0.27%
% of All Funds
21.23%
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

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.87B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.85B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.54B
4
State Street
4
State Street
Massachusetts
$5.02B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.74B

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$244M
2
EVM
2
Eaton Vance Management
Massachusetts
$135M
3
Eagle Capital Management (New York)
3
Eagle Capital Management (New York)
New York
$829M
4
Franklin Resources
4
Franklin Resources
California
$1.04B
5
Goldman Sachs
5
Goldman Sachs
New York
$248M
Name Market Value Shares Shares
Change 		Shares
Change %
RIG
101
Roosevelt Investment Group
New York
$50M 1,446,880 -1,037,364 -42%
SO
102
STRS Ohio
Ohio
$49.7M 1,437,075 – –
Fifth Third Bancorp
103
Fifth Third Bancorp
Ohio
$46.9M 1,355,832 +264,698 +24%
Axa
104
Axa
France
$46.6M 1,349,126 +1,056,450 +361%
GIA
105
Gateway Investment Advisers
Ohio
$44.9M 1,298,180 +16,195 +1%
SAM
106
Sentinel Asset Management
Vermont
$43.7M 1,264,000 +67,000 +6%
AAM
107
Aberdeen Asset Management
United Kingdom
$42.4M 1,225,218 +434,417 +55%
Korea Investment Corp
108
Korea Investment Corp
South Korea
$40.9M 1,183,100 -65,100 -5%
AI
109
Axiom Investors
Connecticut
$40.7M 1,176,300 -228,000 -16%
Chevy Chase Trust
110
Chevy Chase Trust
Maryland
$40.3M 1,165,878 +165,933 +17%
NFA
111
Nationwide Fund Advisors
Ohio
$40.2M 1,162,575 +54,349 +5%
Morgan Stanley
112
Morgan Stanley
New York
$39.9M 1,154,025 +511,084 +79%
WM
113
WS Management
Florida
$39.8M 1,150,000 -138,200 -11%
Ohio Public Employees Retirement System (OPERS)
114
Ohio Public Employees Retirement System (OPERS)
Ohio
$39.4M 1,139,319 -73,726 -6%
STC
115
SEI Trust Company
Pennsylvania
$38.9M 1,124,757 +11,076 +1%
EARNEST Partners
116
EARNEST Partners
Georgia
$38.8M 1,123,769 -33,043 -3%
GC
117
Guggenheim Capital
Illinois
$37.6M 1,087,138 -3,074 -0.3%
Citadel Advisors
118
Citadel Advisors
Florida
$37.3M 1,077,917 -442,682 -29%
KeyBank National Association
119
KeyBank National Association
Ohio
$37.1M 1,073,770 -1,421 -0.1%
Susquehanna International Group
120
Susquehanna International Group
Pennsylvania
$36.9M 1,067,969 -807,419 -43%
SB
121
Suntrust Banks
Georgia
$36.5M 1,055,046 -176,174 -14%
PHAM
122
Pacific Heights Asset Management
California
$35.6M 1,030,000 – –
MCM
123
Marsico Capital Management
Colorado
$35.6M 1,029,709 +72,332 +8%
SDIC
124
South Dakota Investment Council
South Dakota
$35.2M 1,017,230 +1,017,230 New
Schroder Investment Management Group
125
Schroder Investment Management Group
United Kingdom
$34M 982,954 -14,125 -1%
3 4
5
6 7