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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 %
Mitsubishi UFJ Financial Group
1
Mitsubishi UFJ Financial Group
Japan
$13.5B 432,017,152 – –
State Street
2
State Street
Massachusetts
$4.33B 139,004,535 +496,557 +0.4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.04B 65,554,000 +1,000,186 +2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.78B 57,034,395 -6,914,080 -11%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.58B 50,724,559 +2,085,637 +4%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$1.23B 39,320,598 +1,361,179 +4%
BIT
7
BlackRock Institutional Trust
California
$1.19B 38,195,551 +208,299 +0.5%
Franklin Resources
8
Franklin Resources
California
$1.11B 35,654,431 -4,934,574 -12%
Invesco
9
Invesco
Georgia
$1B 32,115,495 +2,613,658 +9%
Eagle Capital Management (New York)
10
Eagle Capital Management (New York)
New York
$946M 30,351,879 +315,708 +1%
Jennison Associates
11
Jennison Associates
New York
$811M 26,028,013 +6,757,595 +35%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$598M 19,184,685 +1,571,081 +9%
Northern Trust
13
Northern Trust
Illinois
$598M 19,184,150 +566,170 +3%
Capital World Investors
14
Capital World Investors
California
$489M 15,700,000 -3,000,000 -16%
BFA
15
BlackRock Fund Advisors
California
$449M 14,392,618 +357,794 +3%
UBS AM
16
UBS AM
Illinois
$409M 13,116,789 +424,710 +3%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$406M 13,040,574 -710,782 -5%
Winslow Capital Management
18
Winslow Capital Management
Minnesota
$399M 12,789,286 -2,887,591 -18%
Pzena Investment Management
19
Pzena Investment Management
New York
$383M 12,280,237 -204,073 -2%
TCIM
20
TIAA CREF Investment Management
New York
$344M 11,051,267 +2,982,906 +37%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$337M 10,828,169 +219,730 +2%
EVM
22
Eaton Vance Management
Massachusetts
$321M 10,295,453 -2,414,133 -19%
BG
23
BlackRock Group
United Kingdom
$309M 9,909,381 -419,316 -4%
Fidelity International
24
Fidelity International
Bermuda
$306M 9,804,174 +1,418,675 +17%
BA
25
BlackRock Advisors
Delaware
$301M 9,663,728 +6,380,592 +194%
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