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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 %
LWCA
176
Locust Wood Capital Advisers
New York
$16.5M 529,728 -149,981 -22%
HCCM
177
Herring Creek Capital Management
Connecticut
$16.4M 527,423 -66,647 -11%
SFM
178
Systematic Financial Management
New Jersey
$16.4M 525,683 +512,183 +3,794%
DDPIC
179
Deroy & Devereaux Private Investment Counsel
Michigan
$16.4M 525,477 +723 +0.1%
DIA
180
Davidson Investment Advisors
Montana
$16.3M 523,716 -6,052 -1%
EB
181
Eastern Bank
Massachusetts
$16.3M 521,715 +5,413 +1%
BVDMP
182
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$16M 513,600 -5,500 -1%
Public Sector Pension Investment Board (PSP Investments)
183
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$16M 513,496 -1,700 -0.3%
Nisa Investment Advisors
184
Nisa Investment Advisors
Missouri
$16M 513,154 -3,700 -0.7%
Fifth Third Bancorp
185
Fifth Third Bancorp
Ohio
$15.5M 498,601 +399,410 +403%
CC
186
Chubb Corp
New Jersey
$15.3M 490,472 – –
Royal London Asset Management
187
Royal London Asset Management
United Kingdom
$14.8M 488,673 +151,320 +45%
BPM
188
Bronson Point Management
Connecticut
$14.8M 475,000 -15,000 -3%
Aristotle Capital Management
189
Aristotle Capital Management
California
$14.8M 475,000 – –
WCM
190
Winton Capital Management
United Kingdom
$14.4M 461,071 +258,991 +128%
TSU
191
TD Securities (USA)
New York
$14.3M 460,319 -28,486 -6%
FWCM
192
Ferguson Wellman Capital Management
Oregon
$14.3M 458,576 +443,625 +2,967%
GWM
193
Greenwich Wealth Management
Connecticut
$14M 450,300 – –
DekaBank Deutsche Girozentrale
194
DekaBank Deutsche Girozentrale
Germany
$14M 448,311 +16,281 +4%
CC
195
Chanos & Company
New York
$13.8M 441,620 -18,480 -4%
PAM
196
Panagora Asset Management
Massachusetts
$13.7M 440,605 -32,195 -7%
CC
197
Carlson Capital
Texas
$13.7M 438,250 -1,815,820 -81%
GCM
198
Grisanti Capital Management
New York
$13.5M 434,195 -7,815 -2%
KWILP
199
Kiwi Wealth Investments Limited Partnership
New Zealand
$13.5M 433,341 +433,341 New
Lord, Abbett & Co
200
Lord, Abbett & Co
New Jersey
$13.4M 429,069 -57,485 -12%
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