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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
+$361M
2
Goldman Sachs
Goldman Sachs
New York
+$95.2M
3
RIM
Rainier Investment Management
Washington
+$88.1M
4
CCI
Columbus Circle Investors
+$78.8M
5
Fidelity International
Fidelity International
Bermuda
+$57.1M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$423M
2
SC
Sculptor Capital
New York
-$211M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$183M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$131M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$89.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
351
Gargoyle Investment Advisor
New Jersey
$2.86M +$566K +18,060 +25%
SSI
352
Scott & Selber Inc
Texas
$2.79M +$5.46K +174 +0.2%
HJMC
353
Hellman Jordan Management Company
Massachusetts
$2.77M +$398K +12,694 +17%
LMGAM
354
Liberty Mutual Group Asset Management
Massachusetts
$2.75M +$112K +3,581 +4%
SCM
355
Shelton Capital Management
Colorado
$2.7M -$25.1K -800 -0.9%
AL
356
AJO LP
Pennsylvania
$2.68M +$445K +14,200 +20%
CCIA
357
Campbell & Co Investment Adviser
Maryland
$2.65M -$387K -12,353 -13%
PI
358
PineBridge Investments
New York
$2.64M -$743K -23,704 -22%
Commonwealth Equity Services
359
Commonwealth Equity Services
Massachusetts
$2.63M +$59.9K +1,909 +2%
EP
360
Emrys Partners
New York
$2.58M +$2.58M +82,285 New
Zurich Cantonal Bank
361
Zurich Cantonal Bank
Switzerland
$2.57M -$2.07M -65,875 -45%
TAM
362
Tocqueville Asset Management
New York
$2.56M +$2.56M +81,565 New
GMIM
363
General Motors Investment Management
New York
$2.54M – – –
HFS
364
HL Financial Services
Kentucky
$2.53M +$2.02M +64,516 +403%
DCM
365
Decade Capital Management
New York
$2.48M -$5.41M -172,503 -69%
Walleye Trading
366
Walleye Trading
New York
$2.47M +$2.47M +78,868 New
PPCM
367
Pillar Pacific Capital Management
California
$2.46M +$55.8K +1,780 +2%
CLOS
368
Compagnie Lombard Odier SCmA
Switzerland
$2.45M +$2.45M +78,056 New
SIM
369
Sentry Investment Management
Wisconsin
$2.39M -$3.1M -98,900 -56%
DY
370
Dowling & Yahnke
California
$2.38M +$74.5K +2,375 +3%
AHB
371
Abner Herrman & Brock
New Jersey
$2.37M +$1.05M +33,092 +79%
KAM
372
Keeley Asset Management
Illinois
$2.34M +$267K +8,500 +13%
CF
373
CNA Financial
Illinois
$2.28M – – –
APFBOT
374
Amica Pension Fund Board of Trustees
Rhode Island
$2.19M – – –
First Trust Advisors
375
First Trust Advisors
Illinois
$2.13M +$778K +24,794 +58%
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