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Morgan Stanley
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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.

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
1
Fidelity Investments
Massachusetts
$2.01B
2
Goldman Sachs
2
Goldman Sachs
New York
$282M
3
RIM
3
Rainier Investment Management
Washington
$136M
4
CCI
4
Columbus Circle Investors
$87.5M
5
Fidelity International
5
Fidelity International
Bermuda
$263M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$604M
2
SC
2
Sculptor Capital
New York
$1.22M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$160M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$76.1M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$55.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity International
26
Fidelity International
Bermuda
$263M 8,385,499 +1,820,663 +28%
Massachusetts Financial Services
27
Massachusetts Financial Services
Massachusetts
$259M 8,274,471 -458,727 -5%
TCIM
28
TIAA CREF Investment Management
New York
$253M 8,068,361 +159,589 +2%
Diamond Hill Capital Management
29
Diamond Hill Capital Management
Ohio
$247M 7,892,128 -1,045,663 -12%
FAM
30
Fred Alger Management
New York
$231M 7,360,704 +990,834 +16%
Legal & General Group
31
Legal & General Group
United Kingdom
$203M 6,461,441 -305,399 -5%
AAMU
32
Amundi Asset Management US
Massachusetts
$195M 6,214,899 +628,811 +11%
WT
33
Wellcome Trust
United Kingdom
$191M 6,100,000 – –
Norges Bank
34
Norges Bank
Norway
$190M 6,065,612 +1,561,962 +35%
1832 Asset Management
35
1832 Asset Management
Ontario, Canada
$187M 5,946,470 +911,740 +18%
PP
36
Prudential plc
United Kingdom
$186M 5,927,263 +241,425 +4%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$183M 5,873,796 +1,570,925 +37%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$160M 5,115,226 +293,572 +6%
Wellington Management Group
39
Wellington Management Group
Massachusetts
$160M 5,113,434 -5,825,175 -53%
O
40
OppenheimerFunds
New York
$145M 4,624,162 +175,260 +4%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$137M 4,375,278 -88,600 -2%
RIM
42
Rainier Investment Management
Washington
$136M 4,337,680 +2,810,600 +184%
CANY
43
Caxton Associates (New York)
New York
$136M 4,329,566 +803,362 +23%
Wells Fargo
44
Wells Fargo
California
$131M 4,176,369 +271,309 +7%
Charles Schwab
45
Charles Schwab
California
$124M 3,959,788 -250,750 -6%
TA
46
Teachers Advisors
New York
$122M 3,880,989 -1,288 -0%
AllianceBernstein
47
AllianceBernstein
Tennessee
$121M 3,857,114 -100,133 -3%
JHIU
48
Janus Henderson Investors US
Colorado
$116M 3,710,353 -1,644,748 -31%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$116M 3,766,170 -193,810 -5%
Bank of America
50
Bank of America
North Carolina
$115M 3,665,243 +907,466 +33%
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