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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
Mitsubishi UFJ Financial Group
1
Mitsubishi UFJ Financial Group
Japan
$14.9B
State Street
2
State Street
Massachusetts
$5.02B +$146M +4,384,374 +3%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$2.87B +$337M +10,107,899 +14%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.54B +$152M +4,558,070 +7%
JP Morgan Chase
5
JP Morgan Chase
New York
$1.85B +$200M +5,999,779 +13%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.74B +$130M +3,902,586 +8%
BIT
7
BlackRock Institutional Trust
California
$1.37B +$65M +1,950,830 +5%
Invesco
8
Invesco
Georgia
$1.12B +$5.55M +166,698 +0.5%
Franklin Resources
9
Franklin Resources
California
$1.04B -$118M -3,546,996 -11%
Jennison Associates
10
Jennison Associates
New York
$932M -$3.77M -113,008 -0.4%
Eagle Capital Management (New York)
11
Eagle Capital Management (New York)
New York
$829M -$142M -4,273,475 -15%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$711M +$44.1M +1,322,327 +7%
Northern Trust
13
Northern Trust
Illinois
$675M +$24.4M +731,654 +4%
BFA
14
BlackRock Fund Advisors
California
$557M +$41.3M +1,239,075 +8%
TCIM
15
TIAA CREF Investment Management
New York
$534M +$84.4M +2,532,738 +20%
Winslow Capital Management
16
Winslow Capital Management
Minnesota
$463M -$9.03M -271,029 -2%
Pzena Investment Management
17
Pzena Investment Management
New York
$434M -$13.5M -406,301 -3%
Capital World Investors
18
Capital World Investors
California
$423M -$81.6M -2,450,000 -17%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$407M +$38.8M +1,164,310 +11%
UBS AM
20
UBS AM
Illinois
$401M -$35.9M -1,077,045 -8%
BA
21
BlackRock Advisors
Delaware
$392M +$58.4M +1,751,525 +18%
BG
22
BlackRock Group
United Kingdom
$356M +$1.22M +36,671 +0.4%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$348M -$36.8M -1,105,347 -10%
Fidelity International
24
Fidelity International
Bermuda
$344M +$12.2M +366,479 +4%
Massachusetts Financial Services
25
Massachusetts Financial Services
Massachusetts
$307M -$18.9M -567,167 -6%