MS icon

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 %
III
526
Independent Investors Inc
New York
$409K 15,200 -875 -5%
CC
527
Courier Capital
New York
$408K 15,141 +734 +5%
LTFS
528
Ladenburg Thalmann Financial Services
Florida
$406K 15,015 -17,498 -54%
FTI
529
Fiduciary Trust International
Massachusetts
$406K 15,061 – –
BDF
530
Balasa Dinverno & Foltz
$406K 15,064 +1 +0%
CIA
531
Choate Investment Advisors
Massachusetts
$404K 15,003 -25 -0.2%
CCM
532
Corsair Capital Management
New York
$404K 15,000 +15,000 New
BCM
533
Bluefin Capital Management
New York
$400K 15,270 +15,270 New
LNWWM
534
Laird Norton Wetherby Wealth Management
California
$392K 14,536 +1,104 +8%
BF
535
BOK Financial
Oklahoma
$389K 14,444 +264 +2%
LCM
536
Laurion Capital Management
New York
$367K 13,600 +1,574 +13%
SFM
537
Systematic Financial Management
New Jersey
$363K 13,500 – –
HTC
538
Haverford Trust Company
Pennsylvania
$354K 13,130 +13,130 New
TNBTD
539
Trustmark National Bank Trust Department
Mississippi
$353K 13,099 +1,191 +10%
KWMG
540
King Wealth Management Group
Florida
$353K 13,086 -37 -0.3%
CB
541
Commerce Bank
Missouri
$348K 12,919 -4,000 -24%
CONA
542
Capital One National Association
New York
$348K 12,910 +145 +1%
OWD
543
Osborn Williams & Donohoe
Ohio
$344K 12,774 -400 -3%
WP
544
WMS Partners
Maryland
$344K 12,767 +1,000 +8%
NB
545
Norinchukin Bank
Japan
$343K 12,724 +4,143 +48%
MYAM
546
Meiji Yasuda Asset Management
Japan
$337K 12,516 +2,387 +24%
Mirae Asset Global Investments
547
Mirae Asset Global Investments
South Korea
$334K 12,373 -2,122 -15%
FAAS
548
First Allied Advisory Services
California
$324K 12,089 +595 +5%
GT
549
Glenmede Trust
Pennsylvania
$323K 12,018 +575 +5%
SRC
550
Shufro Rose & Co
New York
$318K 11,800 – –
20 21
22
23 24