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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
State of Tennessee, Department of Treasury
151
State of Tennessee, Department of Treasury
Tennessee
$24.5M +$15.6M +469,043 +197%
MAA
152
Matrix Asset Advisors
New York
$23.5M -$596K -17,891 -3%
AIG
153
American International Group
New York
$23M +$1.92M +57,610 +10%
EA
154
Euclid Advisors
Connecticut
$22.9M +$3.68M +110,460 +20%
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$22.7M -$1.26M -37,821 -5%
Credit Agricole
156
Credit Agricole
France
$22.5M +$666K +19,985 +3%
SIM
157
Sadoff Investment Management
Wisconsin
$22.3M +$388K +11,650 +2%
SOMRS
158
State of Michigan Retirement System
Michigan
$21.7M +$1.81M +54,400 +9%
RC
159
RBF Capital
California
$21.6M
US Bancorp
160
US Bancorp
Minnesota
$21.6M -$1.93M -57,949 -9%
HC
161
Hourglass Capital
Texas
$21.2M +$2.72M +81,750 +15%
Grantham, Mayo, Van Otterloo & Co (GMO)
162
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$20.8M +$4.78M +143,500 +31%
TPSF
163
Texas Permanent School Fund
Texas
$20.6M +$376K +11,279 +2%
AQR Capital Management
164
AQR Capital Management
Connecticut
$20.3M +$3.61M +108,373 +23%
Public Sector Pension Investment Board (PSP Investments)
165
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$19.5M +$1.25M +37,400 +7%
IG
166
ING Group
Netherlands
$19.3M -$18.2M -546,864 -50%
Nisa Investment Advisors
167
Nisa Investment Advisors
Missouri
$18.9M +$220K +6,600 +1%
ProShare Advisors
168
ProShare Advisors
Maryland
$18.8M +$397K +11,919 +2%
FLPIM
169
F.L. Putnam Investment Management
Massachusetts
$18.7M +$754K +22,635 +4%
TSU
170
TD Securities (USA)
New York
$18.5M +$1.55M +46,393 +9%
JMPWA
171
JP Morgan Private Wealth Advisors
California
$18.5M +$4.7M +141,041 +36%
GL
172
GLG LLC
New York
$18.4M -$28.5K -856 -0.2%
Comerica Bank
173
Comerica Bank
Texas
$18.3M +$83.3K +2,501 +0.5%
Macquarie Group
174
Macquarie Group
Australia
$18.3M +$4.29M +128,750 +32%
DDPIC
175
Deroy & Devereaux Private Investment Counsel
Michigan
$18.1M -$152K -4,553 -0.9%