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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 %
VanEck Associates
551
VanEck Associates
New York
$318K 11,800 +651 +6%
IPC
552
Independent Portfolio Consultants
Florida
$316K 11,720 +10 +0.1%
WSFS
553
Wilmington Savings Fund Society
Delaware
$315K 11,685 – –
LMF
554
LMR Master Fund
Cayman Islands
$313K 11,623 -60,779 -84%
Two Sigma Advisers
555
Two Sigma Advisers
New York
$313K 11,610 +11,610 New
FCH
556
Freestone Capital Holdings
Washington
$312K 18,667 +18,667 New
CCM
557
Chilton Capital Management
Texas
$310K 11,512 -275 -2%
WJA
558
Williams Jones & Associates
New York
$309K 11,480 -5,730 -33%
BBA
559
BLB&B Advisors
Pennsylvania
$305K 11,326 -24 -0.2%
NPC
560
National Planning Corporation
California
$305K 11,297 +2,640 +30%
CC
561
Cipher Capital
New York
$304K 11,282 +11,282 New
MC
562
Muhlenkamp & Co
Pennsylvania
$303K 11,260 – –
HHGA
563
Halbert Hargrove Global Advisors
California
$301K 11,169 +356 +3%
VAM
564
Visium Asset Management
New York
$300K 11,147 -2,148 -16%
ACM
565
Aviance Capital Management
Florida
$298K 11,073 +92 +0.8%
GIS
566
Guardian Investor Services
New York
$296K 10,993 -159 -1%
PRA
567
Parametric Risk Advisors
Connecticut
$295K 10,962 +10,962 New
BRWA
568
B. Riley Wealth Advisors
Florida
$292K 10,819 +4,741 +78%
Brown Advisory
569
Brown Advisory
Maryland
$291K 10,786 -218 -2%
MA
570
MUFG Americas
New York
$286K 10,630 +825 +8%
CIP
571
Convergence Investment Partners
Florida
$281K 10,432 -2,482 -19%
FTIOP
572
Fiduciary Trust International of Pennsylvania
Pennsylvania
$280K 10,393 +1,000 +11%
CC
573
Capital Counsel
New York
$271K 10,038 +10,038 New
FA
574
FDx Advisors
Illinois
$269K 9,967 -483 -5%
Manulife (Manufacturers Life Insurance)
575
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$266K 9,874,964 +636,756 +7%
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