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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 %
CAM
401
CMT Asset Management
Illinois
$1.3M +$1.3M +48,036 New
MAM
402
Martingale Asset Management
Massachusetts
$1.27M -$4.76M -176,602 -79%
CICI
403
Capital Investment Counsel Inc
North Carolina
$1.23M +$9.35K +347 +0.8%
MERSOM
404
Municipal Employees' Retirement System of Michigan
Michigan
$1.23M +$1.23M +45,800 New
FAM
405
Fortaleza Asset Management
Illinois
$1.23M +$1.23M +45,620 New
RFC
406
Regions Financial Corp
Alabama
$1.23M -$28.6K -1,061 -2%
PA
407
Profund Advisors
Maryland
$1.21M -$9.7K -360 -0.8%
Daiwa Securities Group
408
Daiwa Securities Group
Japan
$1.18M -$32.3K -1,200 -3%
ANRIA
409
American National Registered Investment Advisor
Texas
$1.18M -$70.7K -2,625 -6%
First Trust Advisors
410
First Trust Advisors
Illinois
$1.16M +$215K +7,972 +23%
TCM
411
Twin Capital Management
Pennsylvania
$1.16M -$70.1K -2,600 -6%
Rafferty Asset Management
412
Rafferty Asset Management
New York
$1.15M -$562K -20,843 -33%
PIA
413
Piedmont Investment Advisors
North Carolina
$1.14M +$16.9K +626 +1%
ROTUOC
414
Regents of the University of California
California
$1.13M -$4M -148,561 -78%
MNBTD
415
Moody National Bank Trust Division
Texas
$1.13M -$69.4K -2,575 -6%
LPL Financial
416
LPL Financial
California
$1.13M -$44.3K -1,573 -4%
AHB
417
Abner Herrman & Brock
New Jersey
$1.13M -$809K -30,000 -42%
Jones Financial Companies
418
Jones Financial Companies
Missouri
$1.12M -$108K -4,002 -9%
HighTower Advisors
419
HighTower Advisors
Illinois
$1.12M -$35.9K -1,332 -3%
PRC
420
Platte River Capital
Colorado
$1.1M – – –
PIM
421
Perkins Investment Management
Illinois
$1.08M +$113K +4,175 +12%
RTIM
422
Round Table Investment Management
North Carolina
$1.08M +$415K +15,380 +62%
QBFM
423
QS Batterymarch Financial Management
New York
$1.08M -$12.2K -452 -1%
CK
424
Cohen Klingenstein
New York
$1.07M – – –
BIM
425
Beach Investment Management
Pennsylvania
$1.05M +$1.05M +39,040 New
15 16
17
18 19