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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 %
BAM
551
Berkshire Asset Management
Pennsylvania
$485K -$294K -9,378 -38%
First Manhattan
552
First Manhattan
New York
$485K – – –
QI
553
QS Investors
New York
$483K -$390K -12,437 -45%
LNWWM
554
Laird Norton Wetherby Wealth Management
California
$482K +$26.5K +846 +6%
BDF
555
Balasa Dinverno & Foltz
$472K -$94 -3 -0%
FTI
556
Fiduciary Trust International
Massachusetts
$472K – – –
CAM
557
CMT Asset Management
Illinois
$470K -$1.04M -33,039 -69%
FWCM
558
Ferguson Wellman Capital Management
Oregon
$469K -$47.1K -1,500 -9%
IIM
559
Intact Investment Management
Quebec, Canada
$467K -$110K -3,500 -19%
BF
560
BOK Financial
Oklahoma
$453K -$188 -6 -0%
WP
561
WMS Partners
Maryland
$446K +$46K +1,467 +11%
SHA
562
Smith Hayes Advisers
Nebraska
$435K +$435K +13,874 New
Northwestern Mutual Wealth Management
563
Northwestern Mutual Wealth Management
Wisconsin
$430K +$179K +5,707 +71%
AIU
564
Algebris Investments (UK)
United Kingdom
$429K -$1.5M -47,800 -78%
LCM
565
Laurion Capital Management
New York
$426K – – –
SFM
566
Systematic Financial Management
New Jersey
$423K – – –
PL
567
Parkwood LLC
Ohio
$423K +$423K +13,474 New
SM
568
Salzhauer Michael
$418K +$418K +13,315 New
GF
569
Gerstein Fisher
New York
$418K +$418K +13,342 New
KWMG
570
King Wealth Management Group
Florida
$412K +$1.19K +38 +0.3%
CB
571
Commerce Bank
Missouri
$406K +$314 +10 +0.1%
HTC
572
Haverford Trust Company
Pennsylvania
$400K -$12.6K -400 -3%
CIA
573
Choate Investment Advisors
Massachusetts
$398K -$72.1K -2,300 -15%
NB
574
Norinchukin Bank
Japan
$393K -$5.54K -177 -1%
MC
575
Muhlenkamp & Co
Pennsylvania
$378K +$25.2K +805 +7%
21 22
23
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