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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 %
SAM
376
Sage Asset Management
New York
$1.61M -$384K -14,250 -19%
AIM
377
abrdn Investment Management
United Kingdom
$1.61M +$3.99K +148 +0.2%
JG
378
Jefferies Group
New York
$1.59M -$356K -13,209 -18%
WPIC
379
White Pine Investment Company
Michigan
$1.58M -$75.9K -2,819 -5%
DnB Asset Management
380
DnB Asset Management
Norway
$1.57M +$127K +4,700 +9%
SAM
381
Silvercrest Asset Management
New York
$1.55M – – –
William Blair & Company
382
William Blair & Company
Illinois
$1.52M +$409K +15,173 +37%
PIP
383
Palisades Investment Partners
California
$1.52M – – –
BBHC
384
Brown Brothers Harriman & Co
New York
$1.51M +$20.6K +766 +1%
PMAM
385
Picton Mahoney Asset Management
Ontario, Canada
$1.48M +$1.35M +50,200 +1,091%
TRCT
386
Tower Research Capital (TRC)
New York
$1.46M +$1.46M +53,975 New
BAAM
387
Baker Avenue Asset Management
California
$1.43M +$194K +7,214 +16%
MCM
388
McGlinn Capital Management
Pennsylvania
$1.41M -$229K -8,500 -14%
RG
389
Rathbones Group
United Kingdom
$1.41M -$6.39K -237 -0.5%
SC
390
Scotia Capital
Ontario, Canada
$1.4M +$687K +25,497 +96%
SC
391
SouthState Corp
Florida
$1.39M -$65.9K -2,444 -5%
CCMU
392
Cheyne Capital Management (UK)
United Kingdom
$1.36M -$2.35M -101,200 Closed
MIG
393
Mariner Investment Group
New York
$1.36M +$1.36M +50,434 New
SIG
394
Schooner Investment Group
Pennsylvania
$1.36M -$1.17M -43,000 -46%
CEP
395
Chicago Equity Partners
Illinois
$1.35M -$32.3K -1,200 -2%
MCA
396
Mendon Capital Advisors
Florida
$1.35M +$674K +25,000 +100%
CCM
397
Compton Capital Management
Rhode Island
$1.34M +$30.7K +1,140 +2%
KRSITF
398
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.34M +$1.34M +49,543 New
PP
399
PDT Partners
New York
$1.33M -$10.2M -377,986 -88%
1SB
400
1ST Source Bank
Indiana
$1.3M +$61.7K +2,290 +5%
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