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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 %
PPCM
351
Pillar Pacific Capital Management
California
$2.06M +$44.3K +1,645 +2%
HJMC
352
Hellman Jordan Management Company
Massachusetts
$2.03M -$227K -8,436 -10%
QT
353
Quantbot Technologies
New York
$2.03M +$1.43M +53,234 +240%
MCM
354
Maltese Capital Management
New York
$2.02M -$11.5M -425,000 -85%
PGFC
355
Peapack-Gladstone Financial Corp
New Jersey
$2M +$1.08M +40,000 +117%
DY
356
Dowling & Yahnke
California
$1.98M +$19.9K +740 +1%
BB
357
Bell Bank
North Dakota
$1.98M -$260K -9,658 -12%
GIA
358
Gargoyle Investment Advisor
New Jersey
$1.98M -$1.02M -37,686 -34%
CF
359
CNA Financial
Illinois
$1.96M -$280K -10,400 -13%
TBA
360
Train Babcock Advisors
New York
$1.93M -$225K -8,350 -10%
BSPF
361
British Steel Pension Fund
United Kingdom
$1.93M -$2.24M -83,214 -54%
AL
362
AJO LP
Pennsylvania
$1.92M +$1.12M +41,600 +141%
PGCM
363
Prescott Group Capital Management
Oklahoma
$1.91M – – –
APFBOT
364
Amica Pension Fund Board of Trustees
Rhode Island
$1.88M – – –
BCM
365
Breithorn Capital Management
New York
$1.78M +$3.37K +125 +0.2%
KAM
366
Keeley Asset Management
Illinois
$1.78M +$1.78M +66,000 New
NIM
367
NuWave Investment Management
New Jersey
$1.77M +$605K +22,442 +52%
WP
368
Westend Partners
California
$1.76M +$1.76M +59,700 New
NCCM
369
Nine Chapters Capital Management
New Jersey
$1.73M +$1.73M +64,200 New
HI
370
HBK Investments
Texas
$1.7M +$1.7M +62,959 New
MC
371
MRJ Capital
New York
$1.69M -$5.39K -200 -0.3%
AIP
372
Ameritas Investment Partners
Nebraska
$1.69M +$793K +29,432 +89%
JIC
373
Joel Isaacson & Co
New York
$1.68M +$6.6K +245 +0.4%
AIU
374
Algebris Investments (UK)
United Kingdom
$1.66M +$1.66M +61,493 New
Natixis Advisors
375
Natixis Advisors
Massachusetts
$1.63M +$94.8K +3,517 +6%
13 14
15
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