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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
CIM
201
Calvert Investment Management
Maryland
$13.2M +$2.45M +73,504 +24%
IRF
202
IBM Retirement Fund
New York
$13.1M -$377K -11,321 -3%
FAF
203
Fjarde Ap-fonden
Sweden
$13.1M -$1M -30,036 -7%
Cohen & Steers
204
Cohen & Steers
New York
$13.1M -$8.19M -245,949 -39%
EIM
205
ExxonMobil Investment Management
Texas
$13M +$639K +19,169 +5%
Los Angeles Capital Management
206
Los Angeles Capital Management
California
$12.6M +$264K +7,925 +2%
ELC
207
Edgar Lomax Company
Virginia
$12.3M +$293K +8,800 +3%
LM
208
Lincluden Management
Ontario, Canada
$12M +$36K +1,080 +0.3%
UOC
209
UBS O'Connor
Illinois
$11.9M +$11.5M +343,648 New
BIC
210
Beach Investment Counsel
Pennsylvania
$11.9M +$2.57M +77,170 +29%
JCP
211
Jabre Capital Partners
Switzerland
$11.7M -$2.28M -68,400 -17%
HJMC
212
Hellman Jordan Management Company
Massachusetts
$11.6M
PAM
213
Premier Asset Management
Illinois
$11.6M +$12.5K +375 +0.1%
DADC
214
D.A. Davidson & Co
Montana
$11.4M +$552K +16,564 +5%
GCM
215
Grisanti Capital Management
New York
$11.3M -$3.58M -107,380 -25%
First Trust Advisors
216
First Trust Advisors
Illinois
$11.1M +$2.38M +71,380 +28%
MC
217
Muhlenkamp & Co
Pennsylvania
$11.1M +$167K +5,000 +2%
EIM
218
Essex Investment Management
Massachusetts
$11M -$103K -3,079 -1%
MWAC
219
Mariner Wealth Advisors (Cincinnati)
Ohio
$10.6M -$115K -3,453 -1%
FG
220
FSI Group
Ohio
$10.6M -$684K -20,543 -6%
Marshall Wace
221
Marshall Wace
United Kingdom
$10.4M -$8.81M -264,537 -47%
BCMNY
222
Buckingham Capital Management (New York)
New York
$10.1M -$61.3K -1,841 -0.6%
FQ
223
First Quadrant
California
$10.1M
JAM
224
Jupiter Asset Management
United Kingdom
$10.1M +$1.52M +45,500 +19%
CC
225
Curian Capital
Colorado
$10M -$120K -3,590 -1%