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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 %
PFMOSF
176
Philadelphia Financial Management of San Francisco
California
$16.2M 501,278 -224,491 -31%
Aristotle Capital Management
177
Aristotle Capital Management
California
$16.2M 500,000 +25,000 +5%
CC
178
Chubb Corp
New Jersey
$15.9M 490,472 – –
TSU
179
TD Securities (USA)
New York
$15.8M 489,280 +28,961 +6%
AQR Capital Management
180
AQR Capital Management
Connecticut
$15.5M 479,513 -105,744 -18%
Neuberger Berman Group
181
Neuberger Berman Group
New York
$15.4M 475,965 +214,772 +82%
DekaBank Deutsche Girozentrale
182
DekaBank Deutsche Girozentrale
Germany
$15.3M 484,613 +36,302 +8%
SFM
183
Systematic Financial Management
New Jersey
$15.3M 473,345 -52,338 -10%
Royal London Asset Management
184
Royal London Asset Management
United Kingdom
$15.2M 482,811 -5,862 -1%
FWCM
185
Ferguson Wellman Capital Management
Oregon
$15.2M 469,751 +11,175 +2%
Grantham, Mayo, Van Otterloo & Co (GMO)
186
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$14.8M 458,900 -240,045 -34%
BNP Paribas Financial Markets
187
BNP Paribas Financial Markets
France
$14.7M 454,618 -465,867 -51%
GWM
188
Greenwich Wealth Management
Connecticut
$14.6M 450,300 – –
MCM
189
Maltese Capital Management
New York
$14.3M 443,100 +79,500 +22%
GCM
190
Grisanti Capital Management
New York
$14M 434,225 +30 +0%
SC
191
Saiers Capital
New York
$14M 432,950 +409,150 +1,719%
LCS
192
Levin Capital Strategies
New York
$13.7M 424,101 +144,601 +52%
WCP
193
Welch Capital Partners
New York
$13.5M 416,915 -3,565 -0.8%
LCP
194
Lombardia Capital Partners
California
$13.4M 415,169 +82,455 +25%
AG
195
Aperio Group
California
$13.4M 413,505 +45,672 +12%
GIBU
196
Gulf International Bank (UK)
United Kingdom
$13.3M 409,892 – –
FAF
197
Fjarde Ap-fonden
Sweden
$13.2M 408,847 -14,098 -3%
JCP
198
Jabre Capital Partners
Switzerland
$13.2M 408,400 +408,400 New
Macquarie Group
199
Macquarie Group
Australia
$12.9M 399,250 +33,348 +9%
JPMPWA
200
J.P. Morgan Private Wealth Advisors
California
$12.7M 393,188 +62,783 +19%
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