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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 %
Morgan Stanley
151
Morgan Stanley
New York
$20.8M 642,941 -333,575 -34%
MVP
152
Miller Value Partners
Florida
$20.7M 640,275 -66,950 -9%
SG Americas Securities
153
SG Americas Securities
New York
$20.7M 639,394 -731,608 -53%
SIM
154
Sadoff Investment Management
Wisconsin
$20.4M 632,250 +7,800 +1%
Credit Agricole
155
Credit Agricole
France
$20.4M 631,336 -16,818 -3%
RC
156
RBF Capital
California
$20.2M 625,000 -1,273 -0.2%
Cohen & Steers
157
Cohen & Steers
New York
$20.2M 624,000 -173,600 -22%
KBC Group
158
KBC Group
Belgium
$20.1M 620,878 +422,509 +213%
AIG
159
American International Group
New York
$19.6M 606,289 +45,539 +8%
TPSF
160
Texas Permanent School Fund
Texas
$18.9M 583,497 -32,041 -5%
SOMRS
161
State of Michigan Retirement System
Michigan
$18.5M 573,455 -299,100 -34%
Marshall Wace
162
Marshall Wace
United Kingdom
$18.2M 564,320 -782,398 -58%
AIMCA
163
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$18M 557,500 +557,500 New
EA
164
Euclid Advisors
Connecticut
$17.8M 551,352 -153,520 -22%
Nisa Investment Advisors
165
Nisa Investment Advisors
Missouri
$17.4M 539,154 +26,000 +5%
GL
166
GLG LLC
New York
$17.3M 533,762 -155,369 -23%
HC
167
Hourglass Capital
Texas
$17.2M 532,249 -3,900 -0.7%
ProShare Advisors
168
ProShare Advisors
Maryland
$17.2M 531,505 -20,454 -4%
DDPIC
169
Deroy & Devereaux Private Investment Counsel
Michigan
$17.1M 529,242 +3,765 +0.7%
Comerica Bank
170
Comerica Bank
Texas
$17.1M 527,632 -126,441 -19%
Public Sector Pension Investment Board (PSP Investments)
171
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$17M 526,967 +13,471 +3%
FLPIM
172
F.L. Putnam Investment Management
Massachusetts
$16.7M 517,423 -15,677 -3%
DIA
173
Davidson Investment Advisors
Montana
$16.7M 517,382 -6,334 -1%
BVDMP
174
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$16.6M 513,600 – –
LWCA
175
Locust Wood Capital Advisers
New York
$16.4M 507,860 -21,868 -4%
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