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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 %
Mitsubishi UFJ Financial Group
1
Mitsubishi UFJ Financial Group
Japan
$14B 432,017,152 – –
State Street
2
State Street
Massachusetts
$4.56B 140,959,224 +1,954,689 +1%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$2.35B 72,810,853 +22,086,294 +44%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.23B 69,005,466 +3,451,466 +5%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.54B 47,614,406 +8,293,808 +21%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.5B 46,336,150 -10,698,245 -19%
BIT
7
BlackRock Institutional Trust
California
$1.22B 37,764,169 -431,382 -1%
Franklin Resources
8
Franklin Resources
California
$1.09B 33,707,645 -1,946,786 -5%
Invesco
9
Invesco
Georgia
$1.04B 32,100,704 -14,791 -0%
Eagle Capital Management (New York)
10
Eagle Capital Management (New York)
New York
$913M 28,240,824 -2,111,055 -7%
Jennison Associates
11
Jennison Associates
New York
$875M 27,067,206 +1,039,193 +4%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$622M 19,232,779 +48,094 +0.3%
Northern Trust
13
Northern Trust
Illinois
$608M 18,807,948 -376,202 -2%
BFA
14
BlackRock Fund Advisors
California
$481M 14,863,630 +471,012 +3%
Capital World Investors
15
Capital World Investors
California
$475M 14,700,000 -1,000,000 -6%
Winslow Capital Management
16
Winslow Capital Management
Minnesota
$442M 13,672,115 +882,829 +7%
Pzena Investment Management
17
Pzena Investment Management
New York
$419M 12,957,017 +676,780 +6%
TCIM
18
TIAA CREF Investment Management
New York
$418M 12,914,853 +1,863,586 +17%
UBS AM
19
UBS AM
Illinois
$410M 12,671,524 -445,265 -3%
Norges Bank
20
Norges Bank
Norway
$403M 12,476,198 +6,903,538 +124%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$361M 11,166,739 -1,873,835 -14%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$343M 10,614,598 -213,571 -2%
BG
23
BlackRock Group
United Kingdom
$331M 10,250,323 +340,942 +3%
Goldman Sachs
24
Goldman Sachs
New York
$326M 10,078,732 +788,769 +8%
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$322M 9,955,426 +217,996 +2%
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