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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 %
CCM
376
Crossvault Capital Management
Texas
$2.11M +$2.11M +67,335 New
BSPF
377
British Steel Pension Fund
United Kingdom
$2.1M -$136K -4,330 -6%
BAAM
378
Baker Avenue Asset Management
California
$2.08M +$421K +13,434 +25%
BCM
379
Breithorn Capital Management
New York
$2.08M +$3.42K +109 +0.2%
Natixis Advisors
380
Natixis Advisors
Massachusetts
$2.04M +$144K +4,580 +8%
TNBTD
381
Trustmark National Bank Trust Department
Mississippi
$2M +$1.59M +50,682 +387%
MC
382
MRJ Capital
New York
$1.97M – – –
GCA
383
Gideon Capital Advisors
New York
$1.95M +$1.95M +62,177 New
JIC
384
Joel Isaacson & Co
New York
$1.95M +$157 +5 +0%
William Blair & Company
385
William Blair & Company
Illinois
$1.94M +$175K +5,587 +10%
HighTower Advisors
386
HighTower Advisors
Illinois
$1.92M +$623K +19,857 +48%
AIM
387
abrdn Investment Management
United Kingdom
$1.91M +$40K +1,276 +2%
MIU
388
Man Investments (UK)
United Kingdom
$1.91M +$858K +27,347 +82%
TH
389
Timber Hill
Connecticut
$1.88M -$959K -30,562 -34%
RG
390
Rathbones Group
United Kingdom
$1.88M +$242K +7,720 +15%
WPIC
391
White Pine Investment Company
Michigan
$1.87M +$31.9K +1,018 +2%
WCM
392
Westend Capital Management
California
$1.8M +$1.8M +57,400 New
CAD
393
Craig A. Drill
$1.79M +$1.79M +57,000 New
BBHC
394
Brown Brothers Harriman & Co
New York
$1.78M +$27.3K +869 +2%
SAM
395
Silvercrest Asset Management
New York
$1.77M -$37.3K -1,190 -2%
DnB Asset Management
396
DnB Asset Management
Norway
$1.73M -$94.1K -3,000 -5%
SIG
397
Schooner Investment Group
Pennsylvania
$1.71M +$155K +5,000 +10%
KJHP
398
K.J. Harrison & Partners
Ontario, Canada
$1.67M +$1.67M +50,000 New
LPL Financial
399
LPL Financial
California
$1.61M +$359K +11,436 +29%
Jane Street
400
Jane Street
New York
$1.61M +$1.61M +51,417 New
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16
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