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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 %
VIA
501
Vantage Investment Advisors
Pennsylvania
$675K +$675K +21,513 New
TH
502
TCTC Holdings
Texas
$674K – – –
DG
503
Davidson & Garrard
Virginia
$670K -$2.35K -75 -0.3%
AP
504
Advisor Partners
California
$668K +$33K +1,054 +5%
WT
505
Washington Trust
Rhode Island
$637K -$9.28K -296 -1%
ICM
506
Ionic Capital Management
New York
$633K +$633K +20,200 New
MYLI
507
Meiji Yasuda Life Insurance
Japan
$629K -$111K -3,525 -15%
SAM
508
Shikiar Asset Management
New York
$627K – – –
ACM
509
Argonaut Capital Management
New York
$627K +$627K +20,000 New
PSC
510
Piper Sandler & Co
Minnesota
$627K +$627K +20,000 New
TU
511
TDAM USA
Ontario, Canada
$619K +$619K +19,742 New
FIM
512
Fernwood Investment Management
Massachusetts
$619K +$619K +19,750 New
BAM
513
Burgundy Asset Management
Ontario, Canada
$618K – – –
H
514
Hexavest
Quebec, Canada
$614K – – –
CWM
515
Concert Wealth Management
California
$613K +$94.9K +3,032 +18%
GAG
516
GM Advisory Group
New York
$612K +$612K +19,500 New
Fiera Capital (Canada)
517
Fiera Capital (Canada)
Quebec, Canada
$605K +$605K +19,300 New
PGIM
518
Pacific Global Investment Management
California
$604K -$15.4K -491 -2%
MFIMFI
519
Mesirow Financial Investment Management - Fixed Income
Illinois
$604K – – –
PNC
520
Park National Corp
Ohio
$595K -$1.57K -50 -0.3%
RCM
521
Reynolds Capital Management
Nevada
$590K +$15.7K +500 +3%
LS
522
Livforsakringsbolaget Skandia
Sweden
$586K – – –
MME
523
Meag Munich Ergo
Germany
$584K – – –
IPC
524
Independent Portfolio Consultants
Florida
$582K +$214K +6,840 +58%
PAI
525
Pittenger & Anderson Inc
Nebraska
$579K +$10.2K +325 +2%
19 20
21
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