MS icon

Morgan Stanley
MS

Overview Fund Activity

736 hedge funds and large institutions have $47.4B invested in Morgan Stanley in 2013 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 242 increasing their positions, 274 reducing their positions, and 45 closing their positions.

Holders
736
Holders Change
+51
Holders Change %
+7.45%
% of All Funds
21.38%
Holding in Top 10
36
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+24.14%
% of All Funds
1.05%
New
104
Increased
242
Reduced
274
Closed
45
Calls
$744M
Puts
$1.52B
Net Calls
-$781M
Net Calls Change
-$86.3M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.01B
2
Goldman Sachs
2
Goldman Sachs
New York
$282M
3
RIM
3
Rainier Investment Management
Washington
$136M
4
CCI
4
Columbus Circle Investors
$87.5M
5
Fidelity International
5
Fidelity International
Bermuda
$263M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$604M
2
SC
2
Sculptor Capital
New York
$1.22M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$160M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$76.1M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$55.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Mitsubishi UFJ Financial Group
1
Mitsubishi UFJ Financial Group
Japan
$13.5B 432,017,152 – –
State Street
2
State Street
Massachusetts
$4.34B 138,507,978 +61,610 +0%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.02B 64,553,814 +1,700,696 +3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.01B 63,948,475 +11,501,495 +22%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.53B 48,638,922 -163,034 -0.3%
Franklin Resources
6
Franklin Resources
California
$1.27B 40,589,005 +339,337 +0.8%
BIT
7
BlackRock Institutional Trust
California
$1.19B 37,987,252 +512,665 +1%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$1.19B 37,959,419 +305,592 +0.8%
Eagle Capital Management (New York)
9
Eagle Capital Management (New York)
New York
$942M 30,036,171 -125,881 -0.4%
Invesco
10
Invesco
Georgia
$925M 29,501,837 -1,646,354 -5%
Jennison Associates
11
Jennison Associates
New York
$604M 19,270,418 -13,483,975 -41%
Capital World Investors
12
Capital World Investors
California
$586M 18,700,000 -2,250,000 -11%
Northern Trust
13
Northern Trust
Illinois
$584M 18,617,980 +22,456 +0.1%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$552M 17,613,604 -273,675 -2%
Winslow Capital Management
15
Winslow Capital Management
Minnesota
$492M 15,676,877 -1,566,903 -9%
BFA
16
BlackRock Fund Advisors
California
$440M 14,034,824 +541,043 +4%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$431M 13,751,356 +1,227,823 +10%
CGM
18
Capital Growth Management
Massachusetts
$411M 13,100,000 – –
EVM
19
Eaton Vance Management
Massachusetts
$399M 12,709,586 +110,749 +0.9%
UBS AM
20
UBS AM
Illinois
$398M 12,692,079 -891,094 -7%
Pzena Investment Management
21
Pzena Investment Management
New York
$392M 12,484,310 -245,735 -2%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$333M 10,608,439 +619,704 +6%
BG
23
BlackRock Group
United Kingdom
$324M 10,328,697 -3,607 -0%
Ameriprise
24
Ameriprise
Minnesota
$315M 10,046,386 -1,674,699 -14%
Goldman Sachs
25
Goldman Sachs
New York
$282M 8,983,023 +3,036,411 +51%
1
2 3 4 5