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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 Market Value Shares Shares
Change 		Shares
Change %
BAM
476
Berkshire Asset Management
Pennsylvania
$670K 24,856 +11,000 +79%
CI
477
Constellation Investments
Ohio
$639K 23,700 +1,700 +8%
MYLI
478
Meiji Yasuda Life Insurance
Japan
$635K 23,575 -994 -4%
Creative Planning
479
Creative Planning
Kansas
$630K 23,375 +6,385 +38%
CIM
480
CIM Investment Management
Pennsylvania
$622K 23,068 – –
ECM
481
Everence Capital Management
Indiana
$615K 22,811 – –
HNB
482
Huntington National Bank
Ohio
$611K 22,660 -1,356 -6%
DLG
483
Daniel L. Goodwin
$593K 22,000 – –
MSU
484
Maple Securities USA
New Jersey
$584K 21,665 -43,718 -67%
TH
485
TCTC Holdings
Texas
$579K 21,500 – –
DG
486
Davidson & Garrard
Virginia
$578K 21,453 -19,200 -47%
PCM
487
Prelude Capital Management
New York
$571K 21,201 +7,051 +50%
NI
488
Numeric Investors
Massachusetts
$563K 20,900 -527,200 -96%
WT
489
Washington Trust
Rhode Island
$555K 20,613 +387 +2%
GDF
490
Graham & Dodd Fund
New York
$555K 20,607 +20,607 New
AP
491
Advisor Partners
California
$546K 20,259 +586 +3%
SAM
492
Shikiar Asset Management
New York
$539K 20,000 – –
PGIM
493
Pacific Global Investment Management
California
$532K 19,748 +950 +5%
BAM
494
Burgundy Asset Management
Ontario, Canada
$531K 19,694 – –
H
495
Hexavest
Quebec, Canada
$528K 19,595 +5,635 +40%
GCT
496
Galaxy Capital Trading
British Virgin Islands
$526K 19,500 -13,400 -41%
MFIMFI
497
Mesirow Financial Investment Management - Fixed Income
Illinois
$519K 19,260 – –
Verition Fund Management
498
Verition Fund Management
Connecticut
$518K 19,210 +19,210 New
MME
499
Meag Munich Ergo
Germany
$514K 19,000 -5,000 -21%
PNC
500
Park National Corp
Ohio
$513K 19,034 +362 +2%
18 19
20
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