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Morgan Stanley
MS

Overview Fund Activity

647 hedge funds and large institutions have $37.5B invested in Morgan Stanley in 2013 Q2 according to their latest regulatory filings, with 647 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
647
Holders Change
+647
Holders Change %
–
% of All Funds
21.12%
Holding in Top 10
33
Holding in Top 10 Change
+33
Holding in Top 10 Change %
%
% of All Funds
1.08%
New
647
Increased
–
Reduced
–
Closed
–
Calls
$784M
Puts
$1.51B
Net Calls
-$723M
Net Calls Change
-$723M

Top Buyers

1
Mitsubishi UFJ Financial Group
1
Mitsubishi UFJ Financial Group
Japan
$10.6B
2
State Street
2
State Street
Massachusetts
$3.43B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.52B
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.27B
5
Franklin Resources
5
Franklin Resources
California
$1.23B

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
PAI
501
Pittenger & Anderson Inc
Nebraska
$381K 15,600 +15,600 New
BHA
502
Beech Hill Advisors
New York
$370K 15,150 +15,150 New
FTI
503
Fiduciary Trust International
Massachusetts
$368K 15,061 +15,061 New
BDF
504
Balasa Dinverno & Foltz
$368K 15,063 +15,063 New
CIA
505
Choate Investment Advisors
Massachusetts
$367K 15,028 +15,028 New
Mirae Asset Global Investments
506
Mirae Asset Global Investments
South Korea
$354K 14,495 +14,495 New
CC
507
Courier Capital
New York
$352K 14,407 +14,407 New
Janney Montgomery Scott
508
Janney Montgomery Scott
Pennsylvania
$351K 14,362 +14,362 New
CNB
509
City National Bank
California
$350K 14,324 +14,324 New
BF
510
BOK Financial
Oklahoma
$347K 14,180 +14,180 New
PCM
511
Prelude Capital Management
New York
$346K 14,150 +14,150 New
H
512
Hexavest
Quebec, Canada
$341K 13,960 +13,960 New
BAM
513
Berkshire Asset Management
Pennsylvania
$339K 13,856 +13,856 New
Fuller & Thaler Asset Management
514
Fuller & Thaler Asset Management
California
$337K 13,800 +13,800 New
SFM
515
Systematic Financial Management
New Jersey
$329K 13,500 +13,500 New
LNWWM
516
Laird Norton Wetherby Wealth Management
California
$328K 13,432 +13,432 New
VAM
517
Visium Asset Management
New York
$325K 13,295 +13,295 New
OWD
518
Osborn Williams & Donohoe
Ohio
$322K 13,174 +13,174 New
KWMG
519
King Wealth Management Group
Florida
$321K 13,123 +13,123 New
CIP
520
Convergence Investment Partners
Florida
$315K 12,914 +12,914 New
CWM
521
Concert Wealth Management
California
$313K 12,853 +12,853 New
CONA
522
Capital One National Association
New York
$312K 12,765 +12,765 New
ONB
523
Old National Bancorp
Indiana
$304K 12,458 +12,458 New
Fisher Asset Management
524
Fisher Asset Management
Washington
$300K 12,260 +12,260 New
LCM
525
Laurion Capital Management
New York
$294K 12,026 +12,026 New
19 20
21
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