MS icon

Morgan Stanley
MS

Overview Fund Activity

736 hedge funds and large institutions have $47.4B invested in Morgan Stanley in 2013 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 242 increasing their positions, 274 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
736
Holders Change
+51
Holders Change %
+7.45%
% of All Funds
21.38%
Holding in Top 10
36
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+24.14%
% of All Funds
1.05%
New
104
Increased
242
Reduced
274
Closed
45
Calls
$744M
Puts
$1.52B
Net Calls
-$781M
Net Calls Change
-$86.3M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.01B
2
Goldman Sachs
2
Goldman Sachs
New York
$282M
3
RIM
3
Rainier Investment Management
Washington
$136M
4
CCI
4
Columbus Circle Investors
$87.5M
5
Fidelity International
5
Fidelity International
Bermuda
$263M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$604M
2
SC
2
Sculptor Capital
New York
$1.22M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$160M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$76.1M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$55.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
226
Riverhead Capital Management
Delaware
$9.45M +$6.57M +209,425 +228%
ZAM
227
Zenit Asset Management
Sweden
$9.4M +$1.88M +60,000 +25%
FQ
228
First Quadrant
California
$9.4M – – –
JCP
229
Jabre Capital Partners
Switzerland
$9.4M +$2.29M +73,000 +32%
NG
230
NatWest Group
United Kingdom
$9.36M +$6.34M +202,302 +210%
MLL
231
Moody Lynn & Lieberson
Massachusetts
$9.36M +$6.34M +202,131 +210%
JPMPWA
232
J.P. Morgan Private Wealth Advisors
California
$9.01M +$598K +19,069 +7%
OI
233
Oakbrook Investments
Illinois
$8.9M -$9.4M -299,600 -51%
DILH
234
Dai-ichi Life Holdings
Japan
$8.89M -$62.9K -2,007 -0.7%
OTPPB
235
Ontario Teachers' Pension Plan Board
Ontario, Canada
$8.86M -$1.75M -55,710 -16%
MWAC
236
Mariner Wealth Advisors (Cincinnati)
Ohio
$8.8M +$8.8M +280,732 New
TCM
237
Tegean Capital Management
New York
$8.62M +$784K +25,000 +10%
BCM
238
Basswood Capital Management
New York
$8.55M -$28.7M -914,422 -77%
Mitsubishi UFJ Asset Management
239
Mitsubishi UFJ Asset Management
Japan
$8.55M -$1.01M -32,173 -11%
URS
240
Utah Retirement Systems
Utah
$8.51M – – –
DCM
241
Driehaus Capital Management
Illinois
$8.33M +$236K +7,535 +3%
COPPSERS
242
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$8.29M -$613K -19,555 -7%
BTS
243
BB&T Securities
Virginia
$8.15M -$3.29M -10,488 -29%
PA
244
Pinnacle Associates
New York
$8.14M +$32.5K +1,037 +0.4%
HHMI
245
Howard Hughes Medical Institute
Maryland
$7.84M – – –
SAM
246
Shell Asset Management
Netherlands
$7.81M -$3.81M -121,337 -33%
Calamos Advisors
247
Calamos Advisors
Illinois
$7.65M +$853K +27,213 +13%
Nomura Asset Management
248
Nomura Asset Management
Japan
$7.57M -$183K -5,850 -2%
WC
249
Wexford Capital
Florida
$7.42M -$798K -25,450 -10%
HIMC
250
Heritage Investors Management Corp
Maryland
$7.41M -$95.7K -3,052 -1%
8 9
10
11 12