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Morgan Stanley

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.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 50

8% more capital invested

Capital invested by funds: $50.2B → $54.2B (+$3.95B)

1.33% more ownership

Funds ownership: 78.84%80.18% (+1.3%)

10% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 261

0% less funds holding

Funds holding: 733731 (-2)

8% less funds holding in top 10

Funds holding in top 10: 2624 (-2)

51% less call options, than puts

Call options by funds: $513M | Put options by funds: $1.04B

Holders
731
Holders Change
-2
Holders Change %
-0.27%
% of All Funds
21.21%
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
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
126
Becker Capital Management
Oregon
$33.6M +$530K +15,909 +2%
Canada Life
127
Canada Life
Manitoba, Canada
$33.6M +$3.39M +101,633 +12%
ACI
128
AMP Capital Investors
Australia
$32.9M +$646K +19,378 +2%
IAM
129
Impax Asset Management
New Hampshire
$32.5M -$9.31M -279,524 -23%
DIA
130
Davidson Investment Advisors
Montana
$32.3M +$17.8M +535,112 +103%
HHC
131
Hutchin Hill Capital
New York
$32M -$11.7M -350,000 -27%
Aviva
132
Aviva
United Kingdom
$31.3M -$19.1K -573 -0.1%
Allianz Asset Management
133
Allianz Asset Management
Germany
$30.7M +$3.35M +100,538 +13%
MLICM
134
Metropolitan Life Insurance Company (MetLife)
New York
$30.4M +$2M +60,109 +7%
GF
135
Gabelli Funds
New York
$30.3M +$1.27M +38,000 +5%
ALA
136
Atherton Lane Advisers
California
$29.9M +$111K +3,320 +0.4%
BCIM
137
British Columbia Investment Management
British Columbia, Canada
$29.7M -$1.38M -41,268 -5%
TRSOTSOK
138
Teachers Retirement System of the State of Kentucky
Kentucky
$28.8M -$6.16M -184,969 -18%
PAMU
139
Pictet Asset Management (UK)
United Kingdom
$28.2M +$483K +14,500 +2%
CA
140
Commerzbank Aktiengesellschaft
Germany
$28M -$756K -22,703 -3%
Caisse de Depot et Placement du Quebec (CDPQ)
141
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$28M +$1.49M +44,700 +6%
MCC
142
Mid Continent Capital
Illinois
$27.7M +$3.86M +115,970 +17%
Lord, Abbett & Co
143
Lord, Abbett & Co
New Jersey
$26.8M +$13.8M +414,795 +115%
MSA
144
Mason Street Advisors
Wisconsin
$26.7M +$483K +14,511 +2%
FWCM
145
Ferguson Wellman Capital Management
Oregon
$26.5M +$9.87M +296,115 +63%
TG
146
TCW Group
California
$26M +$1.64M +49,100 +7%
VOYA Investment Management
147
VOYA Investment Management
Georgia
$25.8M +$51.2K +1,538 +0.2%
BNP Paribas Asset Management
148
BNP Paribas Asset Management
France
$25.8M -$9.51M -285,305 -28%
BCM
149
Barometer Capital Management
Ontario, Canada
$25.6M +$23.9M +717,950 +3,293%
BNP Paribas Financial Markets
150
BNP Paribas Financial Markets
France
$25.1M +$9.08M +272,649 +60%