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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 %
OMCS
451
Old Mutual Customised Solutions
South Africa
$1.03M – – –
CNBT
452
Canandaigua National Bank & Trust
New York
$1.02M +$52.2K +1,665 +5%
BGDI
453
BW Gestao de Investimentos
Brazil
$1.02M +$1.02M +32,500 New
PRC
454
Platte River Capital
Colorado
$1.02M -$262K -8,350 -20%
PSUF
455
People's United Financial
Connecticut
$1.01M -$91.8K -2,928 -8%
NJBEST
456
New Jersey Better Educational Savings Trust
New Jersey
$1M +$157K +5,000 +19%
MBI
457
Montrusco Bolton Investments
Quebec, Canada
$997K -$188K -6,010 -16%
Pacer Advisors
458
Pacer Advisors
Pennsylvania
$991K +$991K +25,538 New
RA
459
Rational Advisors
New York
$969K -$1.85K -59 -0.2%
SACTSONJ
460
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$969K – – –
WFM
461
Wilmington Funds Management
Delaware
$963K – – –
P
462
Pitcairn
Pennsylvania
$958K -$57.6K -1,837 -6%
WBG
463
Wharton Business Group
Pennsylvania
$956K -$222K -7,065 -19%
Toronto Dominion Bank
464
Toronto Dominion Bank
Ontario, Canada
$956K +$433K +13,812 +83%
WA
465
WFG Advisors
Texas
$950K -$43.5K -1,388 -4%
ACI
466
Advance Capital I
Michigan
$950K – – –
AAIM
467
American Assets Investment Management
California
$941K – – –
SI
468
Sprott Inc
Ontario, Canada
$941K +$941K +30,000 New
Rafferty Asset Management
469
Rafferty Asset Management
New York
$936K -$404K -12,878 -30%
SAG
470
Sterne Agee Group
Alabama
$934K +$39K +1,245 +4%
RIL
471
Rothschild Investment LLC
Illinois
$933K – – –
TYCC
472
Texas Yale Capital Corp
Florida
$920K – – –
PCM
473
Prelude Capital Management
New York
$917K +$252K +8,049 +38%
TSWM
474
Triangle Securities Wealth Management
North Carolina
$915K -$9.1K -290 -1%
OA
475
Oak Associates
Ohio
$909K +$909K +29,000 New
17 18
19
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