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Morgan Stanley
MS

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 %
VOYA Investment Management
151
VOYA Investment Management
Georgia
$22.1M 709,144 +15,797 +2%
MVP
152
Miller Value Partners
Florida
$22M 707,225 -700 -0.1%
MCC
153
Mid Continent Capital
Illinois
$22M 705,670 +371,270 +111%
EA
154
Euclid Advisors
Connecticut
$22M 704,872 +200,230 +40%
MAA
155
Matrix Asset Advisors
New York
$21.9M 702,046 -19,935 -3%
Grantham, Mayo, Van Otterloo & Co (GMO)
156
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$21.8M 698,945 -330,432 -32%
TG
157
TCW Group
California
$21.7M 697,411 +11,950 +2%
GL
158
GLG LLC
New York
$21.5M 689,131 +689,131 New
BA
159
Boston Advisors
Massachusetts
$20.8M 668,402 -2,950 -0.4%
US Bancorp
160
US Bancorp
Minnesota
$20.5M 656,950 -31,032 -5%
Comerica Bank
161
Comerica Bank
Texas
$20.4M 654,073 +23,182 +4%
Credit Agricole
162
Credit Agricole
France
$20.2M 648,154 +32,974 +5%
RC
163
RBF Capital
California
$19.5M 626,273 -40,000 -6%
SIM
164
Sadoff Investment Management
Wisconsin
$19.5M 624,450 +12,050 +2%
TPSF
165
Texas Permanent School Fund
Texas
$19.2M 615,538 -25,967 -4%
AQR Capital Management
166
AQR Capital Management
Connecticut
$18.2M 585,257 -23,680 -4%
BCM
167
Basswood Capital Management
New York
$18M 578,426 +305,911 +112%
Nomura Holdings
168
Nomura Holdings
Japan
$17.9M 573,856 -597,349 -51%
KKRC
169
Kohlberg Kravis Roberts & Co
New York
$17.8M 570,600 -86,200 -13%
Millennium Management
170
Millennium Management
New York
$17.5M 561,876 -507,721 -47%
AIG
171
American International Group
New York
$17.5M 560,750 +16,250 +3%
ProShare Advisors
172
ProShare Advisors
Maryland
$17.2M 551,959 +39,522 +8%
Allianz Asset Management
173
Allianz Asset Management
Germany
$17.1M 548,478 -218,606 -28%
HC
174
Hourglass Capital
Texas
$16.7M 536,149 -231,346 -30%
FLPIM
175
F.L. Putnam Investment Management
Massachusetts
$16.6M 533,100 +36,661 +7%
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