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Morgan Stanley
MS

Overview Fund Activity

790 hedge funds and large institutions have $64.8B invested in Morgan Stanley in 2014 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 290 increasing their positions, 272 reducing their positions, and 45 closing their positions.

Holders
790
Holders Change
+59
Holders Change %
+8.07%
% of All Funds
21.08%
Holding in Top 10
34
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+41.67%
% of All Funds
0.91%
New
114
Increased
290
Reduced
272
Closed
45
Calls
$558M
Puts
$1.4B
Net Calls
-$837M
Net Calls Change
-$307M

Top Buyers

1
CG
1
Carmignac Gestion
France
$379M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.26B
3
UBS Group
3
UBS Group
Switzerland
$146M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$3.35B
5
Jennison Associates
5
Jennison Associates
New York
$1.17B

Top Sellers

1
CANY
1
Caxton Associates (New York)
New York
$21.5M
2
FAM
2
Fred Alger Management
New York
$154M
3
Winslow Capital Management
3
Winslow Capital Management
Minnesota
$409M
4
Franklin Resources
4
Franklin Resources
California
$1.07B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.87B
Name Market Value Shares Shares
Change 		Shares
Change %
Mitsubishi UFJ Financial Group
1
Mitsubishi UFJ Financial Group
Japan
$16.8B 432,017,152 – –
State Street
2
State Street
Massachusetts
$5.73B 147,766,059 +2,422,461 +2%
LTI
3
Laffer Tengler Investments
Tennessee
– – -94,846 Closed
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$3.35B 86,373,996 +3,455,244 +4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.96B 76,247,563 +2,684,027 +4%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$2.26B 58,287,258 +4,673,073 +9%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$1.87B 48,067,350 -2,171,386 -4%
BIT
8
BlackRock Institutional Trust
California
$1.57B 40,387,075 +672,076 +2%
Invesco
9
Invesco
Georgia
$1.3B 33,381,460 +1,114,058 +3%
Jennison Associates
10
Jennison Associates
New York
$1.17B 30,074,224 +3,120,026 +12%
Franklin Resources
11
Franklin Resources
California
$1.07B 27,503,334 -2,657,315 -9%
Eagle Capital Management (New York)
12
Eagle Capital Management (New York)
New York
$902M 23,243,409 -723,940 -3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$791M 20,392,003 -163,103 -0.8%
Northern Trust
14
Northern Trust
Illinois
$758M 19,531,352 -8,250 -0%
BFA
15
BlackRock Fund Advisors
California
$691M 17,816,786 +1,714,081 +11%
TCIM
16
TIAA CREF Investment Management
New York
$593M 15,272,515 -175,076 -1%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$472M 12,185,087 +406,179 +3%
Pzena Investment Management
18
Pzena Investment Management
New York
$449M 11,568,574 -982,142 -8%
BG
19
BlackRock Group
United Kingdom
$438M 11,299,955 +1,012,961 +10%
Capital World Investors
20
Capital World Investors
California
$437M 11,250,000 -1,000,000 -8%
BA
21
BlackRock Advisors
Delaware
$418M 10,775,115 -564,475 -5%
Winslow Capital Management
22
Winslow Capital Management
Minnesota
$409M 10,548,386 -2,852,700 -21%
UBS AM
23
UBS AM
Illinois
$390M 10,051,252 -1,543,227 -13%
Fidelity International
24
Fidelity International
Bermuda
$387M 9,974,971 +10,302 +0.1%
CG
25
Carmignac Gestion
France
$379M 9,760,003 +9,760,003 New
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