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Morgan Stanley
MS

Overview Fund Activity

647 hedge funds and large institutions have $37.5B invested in Morgan Stanley in 2013 Q2 according to their latest regulatory filings, with 647 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
647
Holders Change
+647
Holders Change %
–
% of All Funds
21.12%
Holding in Top 10
33
Holding in Top 10 Change
+33
Holding in Top 10 Change %
%
% of All Funds
1.08%
New
647
Increased
–
Reduced
–
Closed
–
Calls
$784M
Puts
$1.51B
Net Calls
-$723M
Net Calls Change
-$723M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
CEP
376
Chicago Equity Partners
Illinois
$1.25M +$1.25M +51,300 New
OA
377
Oak Associates
Ohio
$1.21M +$1.21M +49,500 New
ZCM
378
Ziegler Capital Management
Illinois
$1.2M +$1.2M +49,001 New
CCM
379
Compton Capital Management
Rhode Island
$1.19M +$1.19M +48,675 New
PWPCM
380
Perella Weinberg Partners Capital Management
New York
$1.17M +$1.17M +47,840 New
RFC
381
Regions Financial Corp
Alabama
$1.14M +$1.14M +46,589 New
ANRIA
382
American National Registered Investment Advisor
Texas
$1.13M +$1.13M +46,240 New
1SB
383
1ST Source Bank
Indiana
$1.12M +$1.12M +45,992 New
BAAM
384
Baker Avenue Asset Management
California
$1.12M +$1.12M +45,742 New
Jones Financial Companies
385
Jones Financial Companies
Missouri
$1.12M +$1.12M +45,698 New
TCM
386
Twin Capital Management
Pennsylvania
$1.11M +$1.11M +45,500 New
CICI
387
Capital Investment Counsel Inc
North Carolina
$1.11M +$1.11M +45,442 New
PA
388
Profund Advisors
Maryland
$1.11M +$1.11M +45,273 New
Daiwa Securities Group
389
Daiwa Securities Group
Japan
$1.1M +$1.1M +45,100 New
V
390
Veritable
Delaware
$1.1M +$1.1M +44,820 New
MNBTD
391
Moody National Bank Trust Division
Texas
$1.09M +$1.09M +44,490 New
WBG
392
Wharton Business Group
Pennsylvania
$1.07M +$1.07M +43,945 New
NIM
393
NuWave Investment Management
New Jersey
$1.06M +$1.06M +43,230 New
TTWM
394
TCV Trust & Wealth Management
Virginia
$1.05M +$1.05M +43,051 New
HighTower Advisors
395
HighTower Advisors
Illinois
$1.05M +$1.05M +42,842 New
CC
396
Curian Capital
Colorado
$1.04M +$1.04M +42,576 New
PIA
397
Piedmont Investment Advisors
North Carolina
$1.02M +$1.02M +41,771 New
LPL Financial
398
LPL Financial
California
$1.02M +$1.02M +41,548 New
William Blair & Company
399
William Blair & Company
Illinois
$1M +$1M +41,117 New
PRC
400
Platte River Capital
Colorado
$997K +$997K +40,800 New
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