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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 %
VOYA Investment Management
151
VOYA Investment Management
Georgia
$28.4M -$609K -15,685 -2%
State of Tennessee, Department of Treasury
152
State of Tennessee, Department of Treasury
Tennessee
$28.2M +$737K +19,000 +3%
EA
153
Euclid Advisors
Connecticut
$27.6M +$1.91M +49,248 +7%
KBC Group
154
KBC Group
Belgium
$26.3M +$25.3M +651,276 +2,397%
ELC
155
Edgar Lomax Company
Virginia
$25.9M +$12.1M +312,920 +88%
MAA
156
Matrix Asset Advisors
New York
$25.8M -$597K -15,394 -2%
DFO
157
Duquesne Family Office
New York
$25.8M +$25.8M +663,700 New
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$25.6M +$127K +3,279 +0.5%
AIG
159
American International Group
New York
$25.5M -$213K -5,486 -0.8%
BNP Paribas Asset Management
160
BNP Paribas Asset Management
France
$25.5M -$3.48M -89,729 -12%
SIM
161
Sadoff Investment Management
Wisconsin
$25.3M +$361K +9,300 +1%
US Bancorp
162
US Bancorp
Minnesota
$24.6M +$365K +9,420 +2%
SOMRS
163
State of Michigan Retirement System
Michigan
$24.4M +$38.8K +1,000 +0.2%
RC
164
RBF Capital
California
$24.3M – – –
JPMPWA
165
J.P. Morgan Private Wealth Advisors
California
$24.2M +$3.43M +88,528 +17%
CA
166
Commerzbank Aktiengesellschaft
Germany
$23.3M -$8.21M -211,724 -26%
ProShare Advisors
167
ProShare Advisors
Maryland
$23M +$1.92M +49,548 +9%
HC
168
Hourglass Capital
Texas
$22.8M -$1.05M -27,062 -4%
GL
169
GLG LLC
New York
$22.6M +$1.94M +50,000 +9%
TPSF
170
Texas Permanent School Fund
Texas
$22.5M -$551K -14,208 -2%
TSU
171
TD Securities (USA)
New York
$22.5M +$1.71M +44,094 +8%
FLPIM
172
F.L. Putnam Investment Management
Massachusetts
$21.8M +$826K +21,288 +4%
CANY
173
Caxton Associates (New York)
New York
$21.5M -$206M -5,304,921 -91%
Nisa Investment Advisors
174
Nisa Investment Advisors
Missouri
$21M -$136K -3,500 -0.6%
DDPIC
175
Deroy & Devereaux Private Investment Counsel
Michigan
$20.2M -$156K -4,026 -0.8%
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