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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 %
State of Tennessee, Department of Treasury
251
State of Tennessee, Department of Treasury
Tennessee
$7.41M -$191K -6,100 -3%
CHCM
252
Columbus Hill Capital Management
New Jersey
$7.33M -$25.6M -816,000 -78%
CC
253
Colrain Capital
Massachusetts
$7.21M -$423K -13,500 -6%
FCAM
254
F&C Asset Management
United Kingdom
$6.96M +$325K +10,349 +5%
CFG
255
Cambridge Financial Group
Ohio
$6.92M -$247K -7,866 -3%
WB
256
WesBanco Bank
West Virginia
$6.91M -$16.5K -526 -0.2%
OPERF
257
Oregon Public Employees Retirement Fund
Oregon
$6.87M +$1.09M +34,600 +19%
JPMIA
258
J.P. Marvel Investment Advisors
Massachusetts
$6.83M +$93.5K +2,980 +1%
SGDR
259
SPX Gestao de Recursos
Brazil
$6.83M +$370K +11,800 +6%
WAM
260
World Asset Management
Michigan
$6.77M -$1.14M -36,404 -14%
ANI
261
American National Insurance
Texas
$6.74M – – –
TAM
262
Todd Asset Management
Kentucky
$6.7M -$111K -3,524 -2%
Asset Management One
263
Asset Management One
Japan
$6.69M -$402K -12,929 -6%
Janus Henderson Group
264
Janus Henderson Group
United Kingdom
$6.56M +$1.19M +37,933 +22%
ECA
265
Endeavour Capital Advisors
Connecticut
$6.56M – – –
BCAM
266
Boston Common Asset Management
Massachusetts
$6.54M -$1.38M -43,853 -17%
SCP
267
Sandhill Capital Partners
New York
$6.44M +$392K +12,497 +6%
GH
268
GAM Holding
Switzerland
$6.43M -$91.6K -2,922 -1%
WCM
269
Winton Capital Management
United Kingdom
$6.34M +$5.46M +173,980 +619%
NLGIA
270
Nippon Life Global Investors Americas
New York
$6.24M -$199K -6,350 -3%
Connor, Clark & Lunn Investment Management (CC&L)
271
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$6.11M +$495K +14,855 +9%
UAM
272
UAS Asset Management
New York
$6.1M +$1.76M +56,070 +41%
CWA
273
Constellation Wealth Advisors
New York
$6.09M – – –
JC
274
JBF Capital
Colorado
$6.07M – – –
MAM
275
Meeder Asset Management
Ohio
$6.07M +$5.18M +165,200 +583%
9 10
11
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