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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
+$181M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$134M
4
Jennison Associates
Jennison Associates
New York
+$121M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$104M

Top Sellers

1
CANY
Caxton Associates (New York)
New York
-$206M
2
FAM
Fred Alger Management
New York
-$180M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
-$111M
4
Franklin Resources
Franklin Resources
California
-$103M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$84.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIC
176
Beach Investment Counsel
Pennsylvania
$20.2M +$6.87M +176,940 +51%
Public Sector Pension Investment Board (PSP Investments)
177
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$20.1M -$1.84M -47,500 -8%
FQ
178
First Quadrant
California
$19.9M +$8.56M +220,600 +76%
Aristotle Capital Management
179
Aristotle Capital Management
California
$19.4M – – –
AG
180
Aperio Group
California
$19.1M +$1.37M +35,427 +8%
DekaBank Deutsche Girozentrale
181
DekaBank Deutsche Girozentrale
Germany
$19.1M -$171K -4,422 -0.9%
SG Americas Securities
182
SG Americas Securities
New York
$19M +$12.8M +329,741 +205%
CC
183
Chubb Corp
New Jersey
$19M – – –
Nuveen Asset Management
184
Nuveen Asset Management
Illinois
$18.8M -$698K -17,980 -4%
National Pension Service
185
National Pension Service
South Korea
$17.8M -$1.89M -48,659 -10%
GWM
186
Greenwich Wealth Management
Connecticut
$17.5M – – –
TG
187
TCW Group
California
$16.6M -$12.5M -322,900 -43%
ASRS
188
Arizona State Retirement System
Arizona
$16.6M +$42.7K +1,100 +0.3%
BCM
189
Bridgeway Capital Management
Texas
$16.6M +$16.6M +427,300 New
BVDMP
190
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$16.4M -$3.49M -90,000 -18%
GIBU
191
Gulf International Bank (UK)
United Kingdom
$16.3M +$225K +5,800 +1%
AIA
192
Avalon Investment & Advisory
Texas
$16.2M +$16.2M +417,794 New
AQR Capital Management
193
AQR Capital Management
Connecticut
$16.2M -$6.65M -171,507 -29%
LCP
194
Lombardia Capital Partners
California
$16M -$1.71M -44,128 -10%
WCP
195
Welch Capital Partners
New York
$16M -$41.6K -1,072 -0.3%
TRSOTSOK
196
Teachers Retirement System of the State of Kentucky
Kentucky
$15.7M -$16.6M -427,800 -51%
Grantham, Mayo, Van Otterloo & Co (GMO)
197
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$15.6M -$7.79M -200,855 -33%
EB
198
Eastern Bank
Massachusetts
$15.5M +$51.3K +1,322 +0.3%
RCM
199
Riverhead Capital Management
Delaware
$15.2M +$8.35M +215,175 +121%
LWCA
200
Locust Wood Capital Advisers
New York
$15.2M -$4.53M -116,650 -23%
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