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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 %
DAM
526
Delta Asset Management
Tennessee
$574K -$10.4K -330 -2%
CAIMH
527
Central Asset Investments & Management Holdings
Hong Kong
$571K +$571K +18,200 New
Voloridge Investment Management
528
Voloridge Investment Management
Florida
$568K +$568K +18,100 New
DD
529
Dominick & Dominick
New York
$566K -$10.7K -342 -2%
FA
530
FDx Advisors
Illinois
$562K +$250K +7,960 +80%
PAM
531
Paradigm Asset Management
New York
$561K -$15.7K -500 -3%
WC
532
Whitnell & Co
Illinois
$561K – – –
Janney Montgomery Scott
533
Janney Montgomery Scott
Pennsylvania
$558K -$32K -1,021 -5%
PAG
534
Private Advisor Group
New Jersey
$542K +$542K +17,264 New
LIA
535
LS Investment Advisors
Michigan
$532K +$280K +8,937 +111%
FNT
536
First National Trust
Pennsylvania
$528K -$20.1K -640 -4%
ARM
537
Adirondack Research & Management
New York
$526K – – –
LTFS
538
Ladenburg Thalmann Financial Services
Florida
$526K +$54.7K +1,742 +12%
CC
539
Courier Capital
New York
$525K +$50.3K +1,605 +11%
HMS
540
Hanseatic Management Services
New Mexico
$520K – – –
Brown Advisory
541
Brown Advisory
Maryland
$517K +$178K +5,685 +53%
DSC
542
Duncker Streett & Co
Missouri
$515K +$470 +15 +0.1%
AI
543
Analytic Investors
California
$515K +$515K +16,418 New
FNFDCM
544
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$511K – – –
DCM
545
Dupont Capital Management
Delaware
$510K -$13.1K -417 -3%
TRCT
546
Tower Research Capital (TRC)
New York
$509K -$1.18M -37,746 -70%
CIP
547
Cornerstone Investment Partners
Georgia
$507K – – –
M&T Bank
548
M&T Bank
New York
$502K -$54K -1,724 -10%
RBA
549
Richard Bernstein Advisors
New York
$500K – – –
III
550
Independent Investors Inc
New York
$492K +$15.7K +500 +3%
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