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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 %
ELC
326
Edgar Lomax Company
Virginia
$3.63M +$3.63M +115,600 New
KRS
327
Kentucky Retirement Systems
Kentucky
$3.59M -$35.1K -1,119 -1%
OC
328
Oppenheimer & Co
New York
$3.57M -$662K -21,109 -16%
TTWM
329
TCV Trust & Wealth Management
Virginia
$3.51M +$109K +3,479 +3%
LSERS
330
Louisiana State Employees Retirement System
Louisiana
$3.5M +$3.5M +111,600 New
TMAM
331
Tokio Marine Asset Management
Japan
$3.47M -$314K -10,024 -8%
CNB
332
City National Bank
California
$3.46M +$3.2M +102,185 +1,276%
AIP
333
Ameritas Investment Partners
Nebraska
$3.45M +$1.49M +47,450 +76%
AB
334
AT Bancorp
Iowa
$3.44M +$631K +20,126 +22%
ST
335
Sentinel Trust
Texas
$3.44M +$39.3K +1,252 +1%
RJA
336
Raymond James & Associates
Florida
$3.31M +$44.7K +1,424 +1%
WT
337
Wilmington Trust
Delaware
$3.29M -$166K -5,299 -5%
SCM
338
Stux Capital Management
New York
$3.24M +$3.24M +103,200 New
OA
339
OFI Advisors
Pennsylvania
$3.22M +$56.5K +1,803 +2%
NEI
340
Northwest & Ethical Investments
Ontario, Canada
$3.15M – – –
LTI
341
Laffer Tengler Investments
Tennessee
$3.13M +$3.13M +99,956 New
N
342
Natixis
France
$3.13M -$19.4M -618,853 -86%
Fifth Third Bancorp
343
Fifth Third Bancorp
Ohio
$3.11M -$81K -2,581 -3%
BNP Paribas Asset Management
344
BNP Paribas Asset Management
France
$3.08M +$380K +12,109 +14%
CIBC World Market
345
CIBC World Market
Ontario, Canada
$3.08M +$2.1M +67,035 +216%
MHC
346
Meyer Handelman Company
New York
$3.02M -$108K -3,432 -3%
AF
347
Ally Financial
Michigan
$2.98M +$2.98M +95,000 New
AF
348
Arrow Financial
New York
$2.92M +$179K +5,722 +7%
GLA
349
Great Lakes Advisors
Illinois
$2.92M +$259K +8,256 +10%
Bank of Nova Scotia
350
Bank of Nova Scotia
Ontario, Canada
$2.88M +$82.1K +2,616 +3%
12 13
14
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