MS icon

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 %
GCA
476
Guardian Capital Advisors
Ontario, Canada
$900K -$115K -3,475 -11%
CBT
477
Central Bank & Trust
Kentucky
$898K +$861K +27,444 +2,328%
DPIM
478
Duff & Phelps Investment Management
Illinois
$897K +$31.4K +1,000 +4%
HNB
479
Huntington National Bank
Ohio
$887K +$177K +5,631 +25%
CAM
480
Cacti Asset Management
Georgia
$878K -$31.4K -1,000 -3%
JG
481
Jefferies Group
New York
$873K -$977K -31,169 -53%
WTNA
482
Wilmington Trust National Association
Delaware
$855K -$98K -3,121 -10%
Creative Planning
483
Creative Planning
Kansas
$853K +$120K +3,825 +16%
FNB
484
First Niagara Bank
New York
$851K +$22K +702 +3%
WTIM
485
Wilmington Trust Investment Management
Delaware
$840K – – –
ID
486
Integral Derivatives
New York
$838K +$838K +26,716 New
Cambridge Investment Research Advisors
487
Cambridge Investment Research Advisors
Iowa
$835K +$11.1K +354 +1%
BP
488
Banyan Partners
Florida
$827K +$555K +17,695 +204%
CC
489
ClearArc Capital
Ohio
$809K -$19.5K -622 -2%
CI
490
Constellation Investments
Ohio
$797K +$53.3K +1,700 +7%
CIM
491
CIM Investment Management
Pennsylvania
$776K +$53K +1,690 +7%
TBA
492
Train Babcock Advisors
New York
$773K -$1.48M -47,100 -66%
AWA
493
AmeriServ Wealth Advisors
Pennsylvania
$773K -$17.3K -550 -2%
CIM
494
Contravisory Investment Management
Massachusetts
$773K -$11.6K -370 -1%
NIM
495
NuWave Investment Management
New Jersey
$730K -$1.33M -42,373 -65%
ECM
496
Everence Capital Management
Indiana
$715K – – –
NCCM
497
Nine Chapters Capital Management
New Jersey
$709K -$1.31M -41,600 -65%
PP
498
Paloma Partners
Connecticut
$692K +$692K +22,074 New
WPC
499
White Pine Capital
Minnesota
$691K -$226K -7,200 -25%
DLG
500
Daniel L. Goodwin
$690K – – –
18 19
20
21 22