MS icon

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.

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

Top Sellers

1
CANY
Caxton Associates (New York)
New York
$21.5M
2
FAM
Fred Alger Management
New York
$154M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
$409M
4
Franklin Resources
Franklin Resources
California
$1.07B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.87B
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
126
Guggenheim Capital
Illinois
$41.1M -$1.09M -28,039 -3%
Comerica Bank
127
Comerica Bank
Texas
$40.3M +$19.8M +509,651 +96%
ACI
128
AMP Capital Investors
Australia
$40.3M +$3.15M +80,741 +8%
SB
129
Suntrust Banks
Georgia
$40.3M -$685K -17,644 -2%
MCM
130
Marsico Capital Management
Colorado
$39.8M -$132K -3,395 -0.3%
SDIC
131
South Dakota Investment Council
South Dakota
$36.7M -$2.77M -71,354 -7%
SEI Investments
132
SEI Investments
Pennsylvania
$36.6M +$36.6M +942,153 New
IAM
133
Impax Asset Management
New Hampshire
$36.4M +$23.6K +607 +0.1%
Aviva
134
Aviva
United Kingdom
$35.3M +$144K +3,719 +0.4%
BCM
135
Becker Capital Management
Oregon
$34.6M -$3.13M -80,585 -8%
GF
136
Gabelli Funds
New York
$34.5M +$543K +14,000 +2%
MSA
137
Mason Street Advisors
Wisconsin
$34.3M +$4.35M +112,139 +15%
ALA
138
Atherton Lane Advisers
California
$34.1M +$486K +12,530 +1%
BNP Paribas Financial Markets
139
BNP Paribas Financial Markets
France
$33.9M +$5.67M +146,107 +20%
MLICM
140
Metropolitan Life Insurance Company (MetLife)
New York
$33.7M -$352K -9,061 -1%
MCC
141
Mid Continent Capital
Illinois
$32.8M +$1.69M +43,672 +5%
PAMU
142
Pictet Asset Management (UK)
United Kingdom
$32.7M +$1.04M +26,893 +3%
PHAM
143
Pacific Heights Asset Management
California
$32.2M -$7.76M -200,000 -19%
Canada Pension Plan Investment Board
144
Canada Pension Plan Investment Board
Ontario, Canada
$31.4M -$38.5M -991,255 -55%
WM
145
WS Management
Florida
$31M -$13.6M -350,800 -31%
FWCM
146
Ferguson Wellman Capital Management
Oregon
$30.6M +$912K +23,515 +3%
IG
147
ING Group
Netherlands
$30.3M +$8.7M +224,194 +40%
Credit Agricole
148
Credit Agricole
France
$30M +$5.93M +160,443 +25%
D.E. Shaw & Co
149
D.E. Shaw & Co
New York
$29.4M +$27.7M +714,062 +1,626%
Caisse de Depot et Placement du Quebec (CDPQ)
150
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$28.7M -$2.69M -69,300 -9%
4 5
6
7 8