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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 %
SAMC
601
Shinko Asset Management Company
Japan
$189K 7,000 -1,500 -18%
WT
602
Whittier Trust
California
$189K 7,009 – –
BPBT
603
Boston Private Bank & Trust
Massachusetts
$188K 6,970 -80 -1%
MFS
604
MSI Financial Services
Massachusetts
$182K 6,756 -2,851 -30%
HCM
605
Highlander Capital Management
New Jersey
$167K 6,200 – –
FAM
606
Formidable Asset Management
Ohio
$167K 6,157 +6,157 New
MCM
607
Manchester Capital Management
Vermont
$148K 5,481 -252 -4%
RNS
608
Robert N. Shapiro
$143K 5,308 +5,308 New
CAL
609
Capital Analysts LLC
Pennsylvania
$142K 5,254 +85 +2%
ECM
610
Estabrook Capital Management
New York
$139K 5,165 -5,300 -51%
JFGIW
611
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$137K 5,085 +1,888 +59%
SFPIA
612
Stevens First Principles Investment Advisors
California
$135K 5,000 +5,000 New
HPBT
613
High Point Bank & Trust
North Carolina
$117K 4,325 – –
SHWM
614
Smith & Howard Wealth Management
Georgia
$115K 4,250 – –
FHA
615
First Horizon Advisors
Tennessee
$115K 4,262 +4,262 New
SF
616
Synovus Financial
Georgia
$110K 4,098 +303 +8%
Fuller & Thaler Asset Management
617
Fuller & Thaler Asset Management
California
$105K 3,900 -9,900 -72%
CFS
618
Community Financial System
New York
$102K 3,780 – –
RIA
619
Regal Investment Advisors
Michigan
$102K 3,793 +175 +5%
BG
620
Bollard Group
Massachusetts
$101K 3,760 +3,760 New
KIG
621
Kessler Investment Group
Indiana
$93K 3,464 +3,464 New
LWCFA
622
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$89K 3,305 -2,875 -47%
1IC
623
1919 Investment Counsel
Maryland
$89K 3,288 +400 +14%
EWM
624
Evercore Wealth Management
New York
$87K 3,265 +1,488 +84%
IRS
625
Invictus RG (Singapore)
Singapore
$84K 3,108 +1,818 +141%
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25
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