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

Top Sellers

1
Jennison Associates
Jennison Associates
New York
$604M
2
SC
Sculptor Capital
New York
$1.22M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$160M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$76.1M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$55.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
DP
276
Delta Partners
Massachusetts
$5.92M +$5.92M +188,900 New
ERSOT
277
Employees Retirement System of Texas
Texas
$5.9M -$3.63M -115,600 -38%
CIBC Asset Management
278
CIBC Asset Management
Ontario, Canada
$5.75M +$504K +16,064 +10%
SCM
279
Schneider Capital Management
Pennsylvania
$5.67M -$351K -11,190 -6%
MLIM
280
Mountain Lake Investment Management
Florida
$5.6M -$296K -9,446 -5%
Robeco Institutional Asset Management
281
Robeco Institutional Asset Management
Netherlands
$5.56M -$2.05M -65,508 -27%
GPSPJS
282
General Pension Society PZU Joint Stock
Poland
$5.51M -$6.69M -217,000 -55%
ST
283
Spot Trading
Illinois
$5.49M +$297K +9,469 +6%
HCMT
284
Highland Capital Management (Tennessee)
Tennessee
$5.41M +$67.6K +2,155 +1%
AIC
285
Argus Investors Counsel
New York
$5.39M -$29.6K -945 -0.5%
WAM
286
Wolverine Asset Management
Illinois
$5.38M +$1.76M +56,085 +49%
GIM
287
Grassi Investment Management
California
$5.27M +$303K +9,650 +6%
MIH
288
Madison Investment Holdings
Wisconsin
$5.02M -$445K -14,200 -8%
FMI
289
Factory Mutual Insurance
Massachusetts
$5.02M – – –
AMI
290
Amica Mutual Insurance
Rhode Island
$4.99M – – –
B
291
Barings
North Carolina
$4.89M +$505K +16,100 +12%
Boston Partners
292
Boston Partners
Massachusetts
$4.85M -$1.47M -46,731 -23%
DCMM
293
DG Capital Management (Massachusetts)
Massachusetts
$4.83M -$340K -10,835 -7%
AI
294
Ariel Investments
Illinois
$4.83M -$1.09M -34,695 -18%
MOACM
295
Mutual of America Capital Management
New York
$4.74M +$117K +3,740 +3%
FIM
296
Foresters Investment Management
New York
$4.73M – – –
Axa
297
Axa
France
$4.67M +$1.84M +58,600 +65%
PI
298
Placemark Investments
Illinois
$4.62M +$699K +22,296 +18%
AAM
299
Aberdeen Asset Management
United Kingdom
$4.56M – – –
BIM
300
Bridgecreek Investment Management
Oklahoma
$4.54M +$744K +23,720 +20%
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