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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 %
DG
401
Davidson & Garrard
Virginia
$993K +$993K +40,653 New
CK
402
Cohen Klingenstein
New York
$990K +$990K +31,400 New
QBFM
403
QS Batterymarch Financial Management
New York
$989K +$989K +40,480 New
Teacher Retirement System of Texas
404
Teacher Retirement System of Texas
Texas
$988K +$988K +40,430 New
T
405
TradeWorx
New Jersey
$970K +$970K +39,686 New
PAM
406
PartnerRe Asset Management
Connecticut
$967K +$967K +39,590 New
AB
407
Amalgamated Bank
New York
$946K +$946K +38,735 New
MBI
408
Montrusco Bolton Investments
Quebec, Canada
$941K +$941K +38,500 New
TU
409
TDAM USA
Ontario, Canada
$940K +$940K +36,296 New
EOJOAM
410
E. Ohman J:or Asset Management
Sweden
$928K +$928K +38,000 New
PP
411
Patten & Patten
Tennessee
$892K +$892K +36,505 New
WA
412
WFG Advisors
Texas
$882K +$882K +36,097 New
OMC
413
Overbrook Management Corp
New York
$879K +$879K +35,972 New
PIM
414
Perkins Investment Management
Illinois
$879K +$879K +36,000 New
WFM
415
Wilmington Funds Management
Delaware
$860K +$860K +35,196 New
First Trust Advisors
416
First Trust Advisors
Illinois
$858K +$858K +35,119 New
CAM
417
Cacti Asset Management
Georgia
$855K +$855K +35,000 New
EML
418
Eos Management LP
New York
$855K +$855K +35,000 New
WTNA
419
Wilmington Trust National Association
Delaware
$854K +$854K +34,995 New
GCA
420
Guardian Capital Advisors
Ontario, Canada
$846K +$846K +35,190 New
PGFC
421
Peapack-Gladstone Financial Corp
New Jersey
$839K +$839K +34,330 New
TSWM
422
Triangle Securities Wealth Management
North Carolina
$834K +$834K +34,137 New
CI
423
Conning Inc
Connecticut
$812K +$812K +33,247 New
AIP
424
Ameritas Investment Partners
Nebraska
$811K +$811K +33,200 New
GCT
425
Galaxy Capital Trading
British Virgin Islands
$804K +$804K +32,900 New
15 16
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