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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 %
EB
201
Eastern Bank
Massachusetts
$12.6M 390,402 -131,313 -25%
IRF
202
IBM Retirement Fund
New York
$12.6M 390,817 -1,645 -0.4%
ASRS
203
Arizona State Retirement System
Arizona
$12.5M 386,414 -1,600 -0.4%
HIMCH
204
Hartford Investment Management Co (HIMCO)
Connecticut
$12.4M 383,353 -8,801 -2%
OI
205
Oakbrook Investments
Illinois
$12M 370,150 +129,800 +54%
Lord, Abbett & Co
206
Lord, Abbett & Co
New Jersey
$11.6M 359,924 -69,145 -16%
Los Angeles Capital Management
207
Los Angeles Capital Management
California
$11.6M 357,657 -534,389 -60%
CCMH
208
Cornerstone Capital Management Holdings
New York
$11.5M 357,201 +735 +0.2%
EIM
209
ExxonMobil Investment Management
Texas
$11.5M 356,094 -11,270 -3%
LM
210
Lincluden Management
Ontario, Canada
$11.2M 346,027 +20,450 +6%
ELC
211
Edgar Lomax Company
Virginia
$11.2M 345,775 +600 +0.2%
DI
212
Dalton Investments
Nevada
$11.2M 345,100 -3,000 -0.9%
HJMC
213
Hellman Jordan Management Company
Massachusetts
$10.9M 336,795 -68,959 -17%
PAM
214
Premier Asset Management
Illinois
$10.9M 336,025 -3,575 -1%
FG
215
FSI Group
Ohio
$10.6M 327,925 +151,925 +86%
Nomura Holdings
216
Nomura Holdings
Japan
$10.4M 326,229 -247,627 -43%
EIM
217
Essex Investment Management
Massachusetts
$10.4M 320,656 -5,268 -2%
MC
218
Muhlenkamp & Co
Pennsylvania
$10.2M 314,970 -4,465 -1%
DADC
219
D.A. Davidson & Co
Montana
$10.1M 312,926 -22,946 -7%
MWAC
220
Mariner Wealth Advisors (Cincinnati)
Ohio
$10.1M 311,397 +16,075 +5%
CIM
221
Calvert Investment Management
Maryland
$9.96M 307,980 -21,300 -6%
CC
222
Colrain Capital
Massachusetts
$9.82M 303,774 +51,550 +20%
WG
223
Winton Group
United Kingdom
$9.72M 300,555 +300,555 New
BCMNY
224
Buckingham Capital Management (New York)
New York
$9.51M 294,158 -12,400 -4%
CC
225
Curian Capital
Colorado
$9.5M 293,751 +2,938 +1%
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9
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