MS icon

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 %
FAF
201
Fjarde Ap-fonden
Sweden
$13.2M 422,945 +14,227 +3%
TI
202
Turner Investments
Pennsylvania
$13.1M 421,843 +421,843 New
WCP
203
Welch Capital Partners
New York
$13.1M 420,480 +26,260 +7%
JAM
204
Jupiter Asset Management
United Kingdom
$12.9M 415,421 -142,409 -26%
GIBU
205
Gulf International Bank (UK)
United Kingdom
$12.8M 409,892 -308 -0.1%
HJMC
206
Hellman Jordan Management Company
Massachusetts
$12.6M 405,754 +317,576 +360%
HIMCH
207
Hartford Investment Management Co (HIMCO)
Connecticut
$12.2M 392,154 -3,354 -0.8%
IRF
208
IBM Retirement Fund
New York
$12.2M 392,462 -216,125 -36%
ASRS
209
Arizona State Retirement System
Arizona
$12.1M 388,014 -8,100 -2%
WC
210
Wexford Capital
Florida
$11.6M 373,588 +136,978 +58%
AG
211
Aperio Group
California
$11.5M 367,833 +367,833 New
EIM
212
ExxonMobil Investment Management
Texas
$11.5M 367,364 +6,716 +2%
Macquarie Group
213
Macquarie Group
Australia
$11.4M 365,902 +40,848 +13%
MCM
214
Maltese Capital Management
New York
$11.3M 363,600 +5,400 +2%
SMDAM
215
Sumitomo Mitsui DS Asset Management
Japan
$11.2M 360,750 +21,140 +6%
CCMH
216
Cornerstone Capital Management Holdings
New York
$11.1M 356,466 -13,750 -4%
DI
217
Dalton Investments
Nevada
$10.9M 348,100 -100,500 -22%
ELC
218
Edgar Lomax Company
Virginia
$10.8M 345,175 +229,575 +199%
PAM
219
Premier Asset Management
Illinois
$10.6M 339,600 +339,600 New
DADC
220
D.A. Davidson & Co
Montana
$10.5M 335,872 -14,159 -4%
SCA
221
SAC Capital Advisors
Connecticut
$10.4M 334,489 +191,381 +134%
LCP
222
Lombardia Capital Partners
California
$10.4M 332,714 -10,922 -3%
CBOA
223
Commonwealth Bank of Australia
Australia
$10.4M 332,601 -27,100 -8%
JPMPWA
224
J.P. Morgan Private Wealth Advisors
California
$10.3M 330,405 +42,997 +15%
CIM
225
Calvert Investment Management
Maryland
$10.3M 329,280 +107 +0%
7 8
9
10 11