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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.

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 %
CNBT
451
Canandaigua National Bank & Trust
New York
$831K -$10.4K -385 -1%
WFM
452
Wilmington Funds Management
Delaware
$827K -$121K -4,500 -13%
WTNA
453
Wilmington Trust National Association
Delaware
$818K -$125K -4,632 -13%
ACI
454
Advance Capital I
Michigan
$817K +$817K +30,300 New
AAIM
455
American Assets Investment Management
California
$809K – – –
RSS
456
Rosenblum Silverman Sutton
California
$808K +$808K +29,977 New
RIL
457
Rothschild Investment LLC
Illinois
$801K -$8.08K -300 -1%
TSWM
458
Triangle Securities Wealth Management
North Carolina
$794K -$126K -4,685 -14%
TYCC
459
Texas Yale Capital Corp
Florida
$791K – – –
WPC
460
White Pine Capital
Minnesota
$788K -$44.5K -1,650 -5%
CAM
461
Cacti Asset Management
Georgia
$782K -$162K -6,000 -17%
SAG
462
Sterne Agee Group
Alabama
$769K +$109K +4,055 +17%
MAM
463
Meeder Asset Management
Ohio
$764K – – –
WCM
464
Winton Capital Management
United Kingdom
$757K +$85K +3,154 +13%
QI
465
QS Investors
New York
$751K -$73.1K -2,710 -9%
DPIM
466
Duff & Phelps Investment Management
Illinois
$744K +$3.23K +120 +0.4%
LCS
467
Levin Capital Strategies
New York
$732K +$732K +12,128 New
NJBEST
468
New Jersey Better Educational Savings Trust
New Jersey
$728K +$728K +27,000 New
WTIM
469
Wilmington Trust Investment Management
Delaware
$722K -$67.4K -2,500 -9%
FNB
470
First Niagara Bank
New York
$712K -$28.3K -1,050 -4%
CC
471
ClearArc Capital
Ohio
$712K +$1.43K +53 +0.2%
Cambridge Investment Research Advisors
472
Cambridge Investment Research Advisors
Iowa
$708K +$271K +10,057 +62%
SNC
473
Stifel Nicolaus & Co
Missouri
$686K +$65.9K +2,444 +11%
AWA
474
AmeriServ Wealth Advisors
Pennsylvania
$679K -$674 -25 -0.1%
CIM
475
Contravisory Investment Management
Massachusetts
$675K -$9.44K -350 -1%
17 18
19
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