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Morgan Stanley
MS

Overview Fund Activity

790 hedge funds and large institutions have $64.8B invested in Morgan Stanley in 2014 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 290 increasing their positions, 272 reducing their positions, and 45 closing their positions.

Holders
790
Holders Change
+59
Holders Change %
+8.07%
% of All Funds
21.08%
Holding in Top 10
34
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+41.67%
% of All Funds
0.91%
New
114
Increased
290
Reduced
272
Closed
45
Calls
$558M
Puts
$1.4B
Net Calls
-$837M
Net Calls Change
-$307M

Top Buyers

1
CG
1
Carmignac Gestion
France
$379M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.26B
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$3.35B
4
Jennison Associates
4
Jennison Associates
New York
$1.17B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.96B

Top Sellers

1
CANY
1
Caxton Associates (New York)
New York
$21.5M
2
FAM
2
Fred Alger Management
New York
$154M
3
Winslow Capital Management
3
Winslow Capital Management
Minnesota
$409M
4
Franklin Resources
4
Franklin Resources
California
$1.07B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.87B
Name Holding Trade Value Shares
Change 		Shares
Change %
Neuberger Berman Group
101
Neuberger Berman Group
New York
$59.9M +$40.9M +1,053,082 +214%
Fifth Third Bancorp
102
Fifth Third Bancorp
Ohio
$58.4M +$5.77M +148,621 +11%
Arrowstreet Capital
103
Arrowstreet Capital
Massachusetts
$56.9M -$30.5M -785,122 -35%
USAA
104
United Services Automobile Association
Texas
$54.9M -$7.79M -200,755 -12%
SO
105
STRS Ohio
Ohio
$54.8M -$932K -24,024 -2%
RIG
106
Roosevelt Investment Group
New York
$52.1M -$4.03M -103,948 -7%
Mackenzie Financial
107
Mackenzie Financial
Ontario, Canada
$49.8M -$8.29M -213,726 -14%
AI
108
Axiom Investors
Connecticut
$49.6M +$4M +103,088 +9%
DRZID
109
DePrince Race & Zollo Inc (DRZ)
Florida
$49.3M -$7.81M -201,160 -14%
GIA
110
Gateway Investment Advisers
Ohio
$48.8M -$1.53M -39,546 -3%
Federated Hermes
111
Federated Hermes
Pennsylvania
$48.7M +$43.6M +1,122,651 +852%
SAM
112
Sentinel Asset Management
Vermont
$46.3M -$2.72M -70,000 -6%
Morgan Stanley
113
Morgan Stanley
New York
$46.2M +$1.46M +37,653 +3%
Ohio Public Employees Retirement System (OPERS)
114
Ohio Public Employees Retirement System (OPERS)
Ohio
$46M +$1.78M +45,896 +4%
NFA
115
Nationwide Fund Advisors
Ohio
$45M -$63.9K -1,646 -0.1%
Korea Investment Corp
116
Korea Investment Corp
South Korea
$44.9M -$1.02M -26,300 -2%
DL
117
Delta Lloyd
Netherlands
$44.8M -$305K -7,850 -0.7%
Chevy Chase Trust
118
Chevy Chase Trust
Maryland
$44.7M -$557K -14,359 -1%
AAM
119
Aberdeen Asset Management
United Kingdom
$43.3M -$4.24M -109,324 -9%
EARNEST Partners
120
EARNEST Partners
Georgia
$42.8M -$778K -20,042 -2%
KeyBank National Association
121
KeyBank National Association
Ohio
$42.4M +$733K +18,899 +2%
BCM
122
Barometer Capital Management
Ontario, Canada
$42.1M +$13.4M +346,100 +47%
Canada Life
123
Canada Life
Manitoba, Canada
$41.7M +$4.13M +106,635 +11%
Citigroup
124
Citigroup
New York
$41.3M +$26.1M +671,804 +171%
BCIM
125
British Columbia Investment Management
British Columbia, Canada
$41.3M +$7.91M +203,883 +24%
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5
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