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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 %
Janney Montgomery Scott
501
Janney Montgomery Scott
Pennsylvania
$507K 18,803 +4,441 +31%
LS
502
Livforsakringsbolaget Skandia
Sweden
$504K 18,700 – –
DAM
503
Delta Asset Management
Tennessee
$502K 18,631 -50 -0.3%
IIM
504
Intact Investment Management
Quebec, Canada
$496K 18,400 +18,400 New
PAM
505
Paradigm Asset Management
New York
$496K 18,400 +18,400 New
DD
506
Dominick & Dominick
New York
$495K 18,382 -8,435 -31%
RCM
507
Reynolds Capital Management
Nevada
$493K 18,300 +2,300 +14%
PAI
508
Pittenger & Anderson Inc
Nebraska
$489K 18,150 +2,550 +16%
WC
509
Whitnell & Co
Illinois
$482K 17,900 -4 -0%
M&T Bank
510
M&T Bank
New York
$479K 17,759 -3,588 -17%
CCM
511
Cupps Capital Management
Illinois
$479K 17,774 +975 +6%
FNT
512
First National Trust
Pennsylvania
$471K 17,465 -1,326 -7%
ARM
513
Adirondack Research & Management
New York
$452K 16,775 -600 -3%
Toronto Dominion Bank
514
Toronto Dominion Bank
Ontario, Canada
$450K 16,700 +12,100 +263%
DCM
515
Dupont Capital Management
Delaware
$449K 16,671 -6,330 -28%
HMS
516
Hanseatic Management Services
New Mexico
$447K 16,590 -37,510 -69%
GLI
517
Guardian Life Insurance
New York
$447K 16,581 +49 +0.3%
CWM
518
Concert Wealth Management
California
$444K 16,543 +3,690 +29%
FWCM
519
Ferguson Wellman Capital Management
Oregon
$443K 16,451 – –
DSC
520
Duncker Streett & Co
Missouri
$442K 16,414 -12,180 -43%
FNFDCM
521
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$439K 16,288 -1,650 -9%
CIP
522
Cornerstone Investment Partners
Georgia
$436K 16,165 -4,185 -21%
HFS
523
HL Financial Services
Kentucky
$431K 15,999 +15,999 New
RBA
524
Richard Bernstein Advisors
New York
$429K 15,929 – –
First Manhattan
525
First Manhattan
New York
$417K 15,484 – –
19 20
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