MS icon

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 %
AL
576
Aspiriant LLC
California
$374K +$374K +11,926 New
WSFS
577
Wilmington Savings Fund Society
Delaware
$373K +$6.28K +200 +2%
SRC
578
Shufro Rose & Co
New York
$370K – – –
AL
579
Airain Ltd
Guernsey
$368K +$368K +11,721 New
GDF
580
Graham & Dodd Fund
New York
$366K -$280K -8,937 -43%
CONA
581
Capital One National Association
New York
$357K -$47.6K -1,518 -12%
GIS
582
Guardian Investor Services
New York
$349K +$4.7K +150 +1%
RJT
583
Raymond James Trust
Florida
$349K +$62.2K +1,987 +22%
ACM
584
Aviance Capital Management
Florida
$348K +$1.07K +34 +0.3%
Verition Fund Management
585
Verition Fund Management
Connecticut
$345K -$258K -8,220 -43%
PRA
586
Parametric Risk Advisors
Connecticut
$344K – – –
BBA
587
BLB&B Advisors
Pennsylvania
$339K -$15.7K -501 -4%
ARMT
588
Amica Retiree Medical Trust
Rhode Island
$335K +$335K +10,669 New
Manulife (Manufacturers Life Insurance)
589
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$331K +$21.7K +690,462 +7%
EA
590
Emerald Advisers
Pennsylvania
$331K +$331K +10,569 New
FAAS
591
First Allied Advisory Services
California
$330K -$50.9K -1,616 -13%
KFS
592
KMS Financial Services
Washington
$330K +$61.9K +1,975 +23%
CIP
593
Convergence Investment Partners
Florida
$327K – – –
MPWT
594
MassMutual Private Wealth & Trust
Connecticut
$322K +$322K +10,283 New
CCM
595
Cupps Capital Management
Illinois
$322K -$235K -7,500 -42%
MYAM
596
Meiji Yasuda Asset Management
Japan
$322K -$70.4K -2,246 -18%
FTIOP
597
Fiduciary Trust International of Pennsylvania
Pennsylvania
$320K -$5.67K -181 -2%
HCM
598
Hodges Capital Management
Texas
$320K +$320K +10,200 New
Twin Tree Management
599
Twin Tree Management
Texas
$319K +$319K +10,166 New
MCM
600
Matarin Capital Management
New York
$317K +$317K +10,121 New
22 23
24
25 26