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Morgan Stanley
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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 Market Value Shares Shares
Change 		Shares
Change %
Geode Capital Management
26
Geode Capital Management
Massachusetts
$269M 9,988,735 +418,548 +4%
Diamond Hill Capital Management
27
Diamond Hill Capital Management
Ohio
$241M 8,937,791 -126,975 -1%
Massachusetts Financial Services
28
Massachusetts Financial Services
Massachusetts
$235M 8,733,198 +21,759 +0.2%
TCIM
29
TIAA CREF Investment Management
New York
$213M 7,908,772 -1,221,544 -13%
Legal & General Group
30
Legal & General Group
United Kingdom
$182M 6,766,840 +217,826 +3%
SC
31
Sculptor Capital
New York
$182M 6,764,526 +99,248 +1%
Adage Capital Partners
32
Adage Capital Partners
Massachusetts
$178M 6,610,600 +1,170,000 +22%
Fidelity International
33
Fidelity International
Bermuda
$177M 6,564,836 +1,282,456 +24%
FAM
34
Fred Alger Management
New York
$172M 6,369,870 -1,606,064 -20%
WT
35
Wellcome Trust
United Kingdom
$164M 6,100,000 +700,000 +13%
Goldman Sachs
36
Goldman Sachs
New York
$160M 5,946,612 -126,557 -2%
PP
37
Prudential plc
United Kingdom
$153M 5,685,838 -248,671 -4%
AAMU
38
Amundi Asset Management US
Massachusetts
$151M 5,586,088 +1,866,358 +50%
JHIU
39
Janus Henderson Investors US
Colorado
$144M 5,355,101 -948,263 -15%
1832 Asset Management
40
1832 Asset Management
Ontario, Canada
$135M 5,034,730 +1,334,340 +36%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$130M 4,821,654 +1,061,954 +28%
Schroder Investment Management Group
42
Schroder Investment Management Group
United Kingdom
$125M 4,644,974 -1,491,030 -24%
Norges Bank
43
Norges Bank
Norway
$121M 4,503,650 -35,214 -0.8%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$120M 4,463,878 -115,000 -3%
O
45
OppenheimerFunds
New York
$120M 4,448,902 +81,454 +2%
PI
46
Putnam Investments
Massachusetts
$119M 4,414,456 -1,774,072 -29%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$116M 4,302,871 +3,459 +0.1%
Charles Schwab
48
Charles Schwab
California
$114M 4,210,538 +117,173 +3%
Prudential Financial
49
Prudential Financial
New Jersey
$112M 4,139,168 +1,094,665 +36%
D.E. Shaw & Co
50
D.E. Shaw & Co
New York
$110M 4,076,914 +2,350,520 +136%
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