MS icon

Morgan Stanley
MS

Overview Fund Activity

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.

Holders
731
Holders Change
-2
Holders Change %
-0.27%
% of All Funds
21.23%
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

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.87B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.85B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.54B
4
State Street
4
State Street
Massachusetts
$5.02B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.74B

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$244M
2
EVM
2
Eaton Vance Management
Massachusetts
$135M
3
Eagle Capital Management (New York)
3
Eagle Capital Management (New York)
New York
$829M
4
Franklin Resources
4
Franklin Resources
California
$1.04B
5
Goldman Sachs
5
Goldman Sachs
New York
$248M
Name Market Value Shares Shares
Change 		Shares
Change %
Mitsubishi UFJ Financial Group
1
Mitsubishi UFJ Financial Group
Japan
$14.9B 432,017,152 – –
State Street
2
State Street
Massachusetts
$5.02B 145,343,598 +4,384,374 +3%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$2.87B 82,918,752 +10,107,899 +14%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.54B 73,563,536 +4,558,070 +7%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.85B 53,614,185 +5,999,779 +13%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.74B 50,238,736 +3,902,586 +8%
BIT
7
BlackRock Institutional Trust
California
$1.37B 39,714,999 +1,950,830 +5%
Invesco
8
Invesco
Georgia
$1.12B 32,267,402 +166,698 +0.5%
Franklin Resources
9
Franklin Resources
California
$1.04B 30,160,649 -3,546,996 -11%
Jennison Associates
10
Jennison Associates
New York
$932M 26,954,198 -113,008 -0.4%
Eagle Capital Management (New York)
11
Eagle Capital Management (New York)
New York
$829M 23,967,349 -4,273,475 -15%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$711M 20,555,106 +1,322,327 +7%
Northern Trust
13
Northern Trust
Illinois
$675M 19,539,602 +731,654 +4%
BFA
14
BlackRock Fund Advisors
California
$557M 16,102,705 +1,239,075 +8%
TCIM
15
TIAA CREF Investment Management
New York
$534M 15,447,591 +2,532,738 +20%
Winslow Capital Management
16
Winslow Capital Management
Minnesota
$463M 13,401,086 -271,029 -2%
Pzena Investment Management
17
Pzena Investment Management
New York
$434M 12,550,716 -406,301 -3%
Capital World Investors
18
Capital World Investors
California
$423M 12,250,000 -2,450,000 -17%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$407M 11,778,908 +1,164,310 +11%
UBS AM
20
UBS AM
Illinois
$401M 11,594,479 -1,077,045 -8%
BA
21
BlackRock Advisors
Delaware
$392M 11,339,590 +1,751,525 +18%
BG
22
BlackRock Group
United Kingdom
$356M 10,286,994 +36,671 +0.4%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$348M 10,061,392 -1,105,347 -10%
Fidelity International
24
Fidelity International
Bermuda
$344M 9,964,669 +366,479 +4%
Massachusetts Financial Services
25
Massachusetts Financial Services
Massachusetts
$307M 8,871,710 -567,167 -6%
1
2 3 4 5