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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 %
RIG
301
Renaissance Investment Group
Massachusetts
$4.54M +$115K +3,655 +3%
AAF
302
Andra AP-fonden
Sweden
$4.52M -$1.61M -51,400 -26%
SCA
303
SAC Capital Advisors
Connecticut
$4.49M +$3.28M +104,611 +272%
CAM
304
Capstone Asset Management
Texas
$4.47M -$2.97M -94,789 -40%
SLF
305
Sun Life Financial
Ontario, Canada
$4.45M -$1.3M -41,362 -23%
B
306
BP
United Kingdom
$4.39M -$1.57M -50,000 -26%
VKH
307
Virtu KCG Holdings
New York
$4.37M -$1.58M -50,342 -27%
NVIM
308
New Vernon Investment Management
Illinois
$4.33M – – –
HAI
309
Hennessy Advisors Inc
California
$4.17M -$220K -7,000 -5%
SC
310
Scotia Capital
Ontario, Canada
$4.16M +$2.53M +80,542 +155%
IGIM
311
I.G. Investment Management
Manitoba, Canada
$4.14M -$737K -23,500 -15%
LMF
312
LMR Master Fund
Cayman Islands
$4.09M +$3.72M +118,731 +1,022%
SLI
313
Sumitomo Life Insurance
Japan
$4.08M -$1.17M -37,424 -22%
PGFC
314
Peapack-Gladstone Financial Corp
New Jersey
$4.07M +$1.74M +55,450 +75%
DC
315
Deere & Company
Illinois
$4.05M – – –
BCM
316
Bridgeway Capital Management
Texas
$4.02M – – –
Nordea Investment Management
317
Nordea Investment Management
Sweden
$3.99M +$145K +4,627 +4%
BIC
318
Beach Investment Counsel
Pennsylvania
$3.99M – – –
GIM
319
Gyrus Investment Management
Ontario, Canada
$3.95M +$39.9K +1,199 +1%
NLI
320
Nippon Life Insurance
Japan
$3.94M -$56.6K -1,806 -1%
SAM
321
Securian Asset Management
Minnesota
$3.92M -$21.7K -692 -0.6%
WBC
322
Westpac Banking Corp
Australia
$3.84M -$7.31M -233,081 -66%
V
323
Veritable
Delaware
$3.82M +$699K +22,296 +22%
FVCM
324
F&V Capital Management
Florida
$3.76M -$1.1M -34,995 -23%
YIA
325
YHB Investment Advisors
Connecticut
$3.69M – – –
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