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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 %
CCMH
201
Cornerstone Capital Management Holdings
New York
$15.2M +$326K +8,412 +2%
HIMCH
202
Hartford Investment Management Co (HIMCO)
Connecticut
$15.2M -$377K -9,723 -2%
WBC
203
Westpac Banking Corp
Australia
$15M +$9.77M +251,679 +188%
CIM
204
Calvert Investment Management
Maryland
$14.7M -$148K -3,819 -1%
IRF
205
IBM Retirement Fund
New York
$14.6M -$81.6K -2,102 -0.6%
CEP
206
Chicago Equity Partners
Illinois
$14.6M +$3.89M +100,245 +36%
Lord, Abbett & Co
207
Lord, Abbett & Co
New Jersey
$14.1M -$15.9M -410,916 -53%
EIM
208
ExxonMobil Investment Management
Texas
$14M -$594K -15,312 -4%
HJMC
209
Hellman Jordan Management Company
Massachusetts
$13.9M +$784K +20,210 +6%
DIA
210
Davidson Investment Advisors
Montana
$13.6M -$27.2M -701,405 -67%
AG
211
Artal Group
Luxembourg
$13.6M +$13.6M +350,000 New
FAF
212
Fjarde Ap-fonden
Sweden
$13.6M -$1.13M -29,212 -8%
Macquarie Group
213
Macquarie Group
Australia
$13.5M -$6.98M -179,850 -34%
Fisher Asset Management
214
Fisher Asset Management
Washington
$13.5M +$13.2M +339,566 +4,616%
PAM
215
Premier Asset Management
Illinois
$13.3M +$198K +5,100 +2%
First Trust Advisors
216
First Trust Advisors
Illinois
$13.1M +$555K +14,298 +4%
Axa
217
Axa
France
$12.9M -$39.4M -1,015,987 -75%
LM
218
Lincluden Management
Ontario, Canada
$12.9M -$573K -14,765 -4%
Cohen & Steers
219
Cohen & Steers
New York
$12.7M -$1.94M -50,051 -13%
GCM
220
Grisanti Capital Management
New York
$12.7M -$7.57K -195 -0.1%
MC
221
Muhlenkamp & Co
Pennsylvania
$12.4M – – –
MWAC
222
Mariner Wealth Advisors (Cincinnati)
Ohio
$12.1M +$124K +3,208 +1%
LCS
223
Levin Capital Strategies
New York
$11.7M -$4.23M -109,050 -26%
BCMNY
224
Buckingham Capital Management (New York)
New York
$11.7M +$370K +9,545 +3%
EIM
225
Essex Investment Management
Massachusetts
$11.7M -$651K -16,774 -5%
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