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Morgan Stanley
MS

Overview Fund Activity

733 hedge funds and large institutions have $50.2B invested in Morgan Stanley in 2014 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 267 increasing their positions, 280 reducing their positions, and 53 closing their positions.

Holders
733
Holders Change
+3
Holders Change %
+0.41%
% of All Funds
21.08%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.75%
New
61
Increased
267
Reduced
280
Closed
53
Calls
$457M
Puts
$847M
Net Calls
-$389M
Net Calls Change
-$165M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.35B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.54B
3
Norges Bank
3
Norges Bank
Norway
$403M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.23B
5
CGM
5
Capital Growth Management
Massachusetts
$213M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.5B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$7.93M
3
FAM
3
Fred Alger Management
New York
$219M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$4.48M
5
Eagle Capital Management (New York)
5
Eagle Capital Management (New York)
New York
$913M
Name Market Value Shares Shares
Change 		Shares
Change %
Chevy Chase Trust
126
Chevy Chase Trust
Maryland
$32.3M 999,945 -23,225 -2%
Schroder Investment Management Group
127
Schroder Investment Management Group
United Kingdom
$32.2M 997,079 -142,859 -13%
MCM
128
Marsico Capital Management
Colorado
$31M 957,377 -33,750 -3%
BCM
129
Becker Capital Management
Oregon
$30.9M 956,858 -7,315 -0.8%
ACI
130
AMP Capital Investors
Australia
$29.5M 934,082 -18,406 -2%
Aviva
131
Aviva
United Kingdom
$29.3M 906,637 +25,803 +3%
BCIM
132
British Columbia Investment Management
British Columbia, Canada
$29.1M 900,887 +384 +0%
Canada Life
133
Canada Life
Manitoba, Canada
$28M 867,630 +45,394 +6%
ALA
134
Atherton Lane Advisers
California
$27.9M 862,031 -1,668 -0.2%
GF
135
Gabelli Funds
New York
$27.1M 837,200 +4,000 +0.5%
CA
136
Commerzbank Aktiengesellschaft
Germany
$27M 833,717 -1,104,681 -57%
MLICM
137
Metropolitan Life Insurance Company (MetLife)
New York
$26.5M 818,215 -41,310 -5%
PAMU
138
Pictet Asset Management (UK)
United Kingdom
$25.9M 800,141 +18,900 +2%
AAM
139
Aberdeen Asset Management
United Kingdom
$25.6M 790,801 +644,984 +442%
Allianz Asset Management
140
Allianz Asset Management
Germany
$25.5M 787,981 +239,503 +44%
Caisse de Depot et Placement du Quebec (CDPQ)
141
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$24.7M 765,400 -39,600 -5%
MSA
142
Mason Street Advisors
Wisconsin
$24.5M 757,996 -32,980 -4%
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$24.5M 757,460 -160,408 -17%
VOYA Investment Management
144
VOYA Investment Management
Georgia
$24.1M 745,143 +35,999 +5%
HCCM
145
Herring Creek Capital Management
Connecticut
$22.8M 703,983 +176,560 +33%
TG
146
TCW Group
California
$22.7M 701,661 +4,250 +0.6%
MAA
147
Matrix Asset Advisors
New York
$22.6M 698,844 -3,202 -0.5%
PNC Financial Services Group
148
PNC Financial Services Group
Pennsylvania
$22.4M 693,541 -61,378 -8%
MCC
149
Mid Continent Capital
Illinois
$22.2M 686,570 -19,100 -3%
US Bancorp
150
US Bancorp
Minnesota
$22M 681,513 +24,563 +4%
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