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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
BVDMP
176
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$17.8M
LWCA
177
Locust Wood Capital Advisers
New York
$17.6M +$50.8K +1,525 +0.3%
National Pension Service
178
National Pension Service
South Korea
$17.6M +$16.9M +507,956 New
N
179
Nuveen
North Carolina
$17.4M -$16.9M -508,086 -50%
Aristotle Capital Management
180
Aristotle Capital Management
California
$17.3M
Royal London Asset Management
181
Royal London Asset Management
United Kingdom
$17.3M +$593K +17,804 +4%
DekaBank Deutsche Girozentrale
182
DekaBank Deutsche Girozentrale
Germany
$17.1M +$415K +12,468 +3%
Neuberger Berman Group
183
Neuberger Berman Group
New York
$17M +$508K +15,254 +3%
CC
184
Chubb Corp
New Jersey
$17M
SFM
185
Systematic Financial Management
New Jersey
$16M -$378K -11,331 -2%
AG
186
Aperio Group
California
$15.8M +$1.48M +44,439 +11%
LCP
187
Lombardia Capital Partners
California
$15.8M +$1.42M +42,484 +10%
MSU
188
Maple Securities USA
New Jersey
$15.7M +$14.4M +432,521 +2,025%
GWM
189
Greenwich Wealth Management
Connecticut
$15.6M
PAM
190
Panagora Asset Management
Massachusetts
$15M +$6.86M +205,768 +90%
CC
191
Carlson Capital
Texas
$14.9M -$49.4M -1,481,460 -77%
ASRS
192
Arizona State Retirement System
Arizona
$14.7M +$1.33M +39,800 +10%
GIBU
193
Gulf International Bank (UK)
United Kingdom
$14.3M +$164K +4,931 +1%
WCP
194
Welch Capital Partners
New York
$14.3M -$137K -4,111 -1%
LCS
195
Levin Capital Strategies
New York
$14.2M -$415K -12,451 -3%
Boston Partners
196
Boston Partners
Massachusetts
$14.2M +$4.33M +129,955 +47%
HIMCH
197
Hartford Investment Management Co (HIMCO)
Connecticut
$13.9M +$589K +17,664 +5%
EB
198
Eastern Bank
Massachusetts
$13.7M +$241K +7,237 +2%
Citigroup
199
Citigroup
New York
$13.6M +$4.43M +133,103 +51%
CCMH
200
Cornerstone Capital Management Holdings
New York
$13.2M +$864K +25,916 +7%