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Morgan Stanley
MS

Overview Fund Activity

685 hedge funds and large institutions have $43.5B invested in Morgan Stanley in 2013 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 224 increasing their positions, 283 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
685
Holders Change
+38
Holders Change %
+5.87%
% of All Funds
22.22%
Holding in Top 10
29
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.12%
% of All Funds
0.94%
New
85
Increased
224
Reduced
283
Closed
39
Calls
$714M
Puts
$1.41B
Net Calls
-$694M
Net Calls Change
+$28.5M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.41B
2
UBS AM
2
UBS AM
Illinois
$366M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.01B
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$110M
5
CGM
5
Capital Growth Management
Massachusetts
$353M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$1.08B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$295M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$98.2M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.32B
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
301
Mizuho Asset Management
Japan
$3.77M -$708K -26,257 -16%
B
302
Barings
North Carolina
$3.77M +$129K +4,800 +4%
UAM
303
UAS Asset Management
New York
$3.73M +$1.1M +40,675 +42%
NVIM
304
New Vernon Investment Management
Illinois
$3.72M -$1.29M -48,000 -26%
OC
305
Oppenheimer & Co
New York
$3.63M +$569K +21,112 +19%
ARTA
306
A.R.T. Advisors
New York
$3.63M +$3.63M +134,660 New
DC
307
Deere & Company
Illinois
$3.48M – – –
BCM
308
Bridgeway Capital Management
Texas
$3.46M +$3.46M +128,300 New
NLI
309
Nippon Life Insurance
Japan
$3.44M -$733K -27,209 -18%
BIC
310
Beach Investment Counsel
Pennsylvania
$3.43M +$3.43M +127,220 New
SAM
311
Securian Asset Management
Minnesota
$3.39M +$66.2K +2,457 +2%
PI
312
Placemark Investments
Illinois
$3.37M -$453K -16,827 -12%
Nordea Investment Management
313
Nordea Investment Management
Sweden
$3.31M – – –
BIM
314
Bridgecreek Investment Management
Oklahoma
$3.26M +$3.26M +121,120 New
TMAM
315
Tokio Marine Asset Management
Japan
$3.26M -$151K -5,592 -4%
GIM
316
Gyrus Investment Management
Ontario, Canada
$3.25M -$3.77K -136 -0.1%
YIA
317
YHB Investment Advisors
Connecticut
$3.17M -$19.5K -725 -0.6%
WAM
318
Wolverine Asset Management
Illinois
$3.12M -$1.65M -61,400 -35%
KRS
319
Kentucky Retirement Systems
Kentucky
$3.11M +$3.11M +115,504 New
WT
320
Wilmington Trust
Delaware
$2.97M -$673K -24,963 -18%
TTWM
321
TCV Trust & Wealth Management
Virginia
$2.92M +$1.76M +65,331 +152%
ST
322
Sentinel Trust
Texas
$2.92M +$96.7K +3,590 +3%
PI
323
PineBridge Investments
New York
$2.9M -$72.9K -2,705 -2%
AIC
324
Ambs Investment Counsel
Michigan
$2.85M -$1.15M -42,615 -29%
Capital Fund Management (CFM)
325
Capital Fund Management (CFM)
France
$2.85M -$1.56M -57,881 -35%
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