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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 %
CI
426
Conning Inc
Connecticut
$1.28M +$226K +7,210 +21%
PIM
427
Perkins Investment Management
Illinois
$1.26M – – –
RTIM
428
Round Table Investment Management
North Carolina
$1.26M – – –
Truist Financial
429
Truist Financial
North Carolina
$1.24M +$65.7K +2,095 +6%
BIM
430
Beach Investment Management
Pennsylvania
$1.22M – – –
CA
431
Cornerstone Advisors
North Carolina
$1.22M +$941K +30,000 +333%
CK
432
Cohen Klingenstein
New York
$1.22M – – –
DCM
433
Dynamic Capital Management
Jersey
$1.22M +$1.22M +38,900 New
SC
434
Sculptor Capital
New York
$1.22M -$211M -6,725,756 -99%
SFU
435
Stonehage Fleming (UK)
United Kingdom
$1.2M +$1.2M +38,360 New
PIA
436
Piedmont Investment Advisors
North Carolina
$1.2M -$133K -4,241 -10%
QBFM
437
QS Batterymarch Financial Management
New York
$1.19M -$62.4K -1,990 -5%
Two Sigma Investments
438
Two Sigma Investments
New York
$1.19M +$1.19M +38,019 New
AB
439
Amalgamated Bank
New York
$1.18M -$10.9K -348 -0.9%
EOJOAM
440
E. Ohman J:or Asset Management
Sweden
$1.17M – – –
Jones Financial Companies
441
Jones Financial Companies
Missouri
$1.16M -$144K -4,606 -11%
SI
442
SII Investments
Wisconsin
$1.14M +$1.14M +36,334 New
VRS
443
Virginia Retirement Systems
Virginia
$1.14M +$139K +4,440 +14%
NC
444
Northpointe Capital
Michigan
$1.12M +$1.12M +35,660 New
PP
445
Patten & Patten
Tennessee
$1.07M -$37.5K -1,195 -3%
SC
446
Saiers Capital
New York
$1.06M -$21.9M -697,082 -95%
OMC
447
Overbrook Management Corp
New York
$1.05M -$15.7K -500 -1%
PAM
448
PartnerRe Asset Management
Connecticut
$1.05M -$65.5K -2,090 -6%
BB
449
Bell Bank
North Dakota
$1.05M -$1.26M -40,055 -55%
VAM
450
Visium Asset Management
New York
$1.03M +$683K +21,782 +195%
16 17
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