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Morgan Stanley
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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 %
Chevy Chase Trust
126
Chevy Chase Trust
Maryland
$31.9M 1,023,170 +13,288 +1%
American Century Companies
127
American Century Companies
Missouri
$31.3M 1,003,930 +405,310 +68%
MCM
128
Marsico Capital Management
Colorado
$30.9M 991,127 +190,617 +24%
Morgan Stanley
129
Morgan Stanley
New York
$30.4M 976,516 +60,884 +7%
BCM
130
Becker Capital Management
Oregon
$30.1M 964,173 -10,929 -1%
ACI
131
AMP Capital Investors
Australia
$29.4M 952,488 -37,932 -4%
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$28.6M 917,868 +473,665 +107%
BNP Paribas Financial Markets
133
BNP Paribas Financial Markets
France
$28.5M 920,485 +102,321 +13%
HHC
134
Hutchin Hill Capital
New York
$28.2M 904,600 -50,000 -5%
BCIM
135
British Columbia Investment Management
British Columbia, Canada
$28.1M 900,503 +45,122 +5%
Los Angeles Capital Management
136
Los Angeles Capital Management
California
$27.8M 892,046 +11,425 +1%
Aviva
137
Aviva
United Kingdom
$27.5M 880,834 -97,183 -10%
SOMRS
138
State of Michigan Retirement System
Michigan
$27.2M 872,555 -587,700 -40%
ALA
139
Atherton Lane Advisers
California
$26.9M 863,699 +13,771 +2%
MLICM
140
Metropolitan Life Insurance Company (MetLife)
New York
$26.8M 859,525 -2,909 -0.3%
GF
141
Gabelli Funds
New York
$26M 833,200 -41,000 -5%
Canada Life
142
Canada Life
Manitoba, Canada
$25.5M 822,236 -20,119 -2%
LBG
143
Lloyds Banking Group
United Kingdom
$25.3M 811,651 -39,556 -5%
Caisse de Depot et Placement du Quebec (CDPQ)
144
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$25.1M 805,000 -192,845 -19%
MCM
145
Moore Capital Management
New York
$24.9M 800,000 +800,000 New
Cohen & Steers
146
Cohen & Steers
New York
$24.9M 797,600 -52,800 -6%
MSA
147
Mason Street Advisors
Wisconsin
$24.7M 790,976 -45,900 -5%
PAMU
148
Pictet Asset Management (UK)
United Kingdom
$24.4M 781,241 -2,600 -0.3%
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$23.5M 754,919 -10,029 -1%
PFMOSF
150
Philadelphia Financial Management of San Francisco
California
$22.6M 725,769 +264,785 +57%
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