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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 %
RJA
326
Raymond James & Associates
Florida
$2.81M +$411K +15,262 +17%
Fifth Third Bancorp
327
Fifth Third Bancorp
Ohio
$2.74M +$19.9K +738 +0.7%
SM
328
SLS Management
New York
$2.74M +$2.74M +101,562 New
OA
329
OFI Advisors
Pennsylvania
$2.72M -$81.1K -3,008 -3%
NEI
330
Northwest & Ethical Investments
Ontario, Canada
$2.71M -$550K -20,400 -17%
LPLP
331
Lansdowne Partners Limited Partnership
United Kingdom
$2.7M +$2.7M +100,000 New
AG
332
Artal Group
Luxembourg
$2.7M +$2.7M +100,000 New
MHC
333
Meyer Handelman Company
New York
$2.69M – – –
V
334
Veritable
Delaware
$2.69M +$1.48M +54,837 +122%
CCIA
335
Campbell & Co Investment Adviser
Maryland
$2.61M +$2.61M +96,876 New
MLL
336
Moody Lynn & Lieberson
Massachusetts
$2.6M +$2.6M +96,340 New
NG
337
NatWest Group
United Kingdom
$2.6M -$153K -5,661 -6%
RCM
338
Riverhead Capital Management
Delaware
$2.48M – – –
TH
339
Timber Hill
Connecticut
$2.44M +$2.44M +90,500 New
Axa
340
Axa
France
$2.44M -$28.9K -1,074 -1%
AB
341
AT Bancorp
Iowa
$2.41M +$2.41M +89,502 New
Bank of Nova Scotia
342
Bank of Nova Scotia
Ontario, Canada
$2.4M +$1.57M +58,101 +188%
SSI
343
Scott & Selber Inc
Texas
$2.39M +$2.39M +88,731 New
AF
344
Arrow Financial
New York
$2.36M +$558K +20,705 +31%
SCM
345
Shelton Capital Management
Colorado
$2.34M -$67.4K -2,500 -3%
BNP Paribas Asset Management
346
BNP Paribas Asset Management
France
$2.32M +$1.56M +57,906 +205%
GLA
347
Great Lakes Advisors
Illinois
$2.29M -$143K -5,305 -6%
LMGAM
348
Liberty Mutual Group Asset Management
Massachusetts
$2.26M +$497K +18,450 +28%
Commonwealth Equity Services
349
Commonwealth Equity Services
Massachusetts
$2.21M -$180K -6,683 -8%
GMIM
350
General Motors Investment Management
New York
$2.18M -$10.3K -381 -0.5%
12 13
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