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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 %
CC
601
Capital Counsel
New York
$315K – – –
WT
602
Whittier Trust
California
$314K +$94.3K +3,010 +43%
GT
603
Glenmede Trust
Pennsylvania
$303K -$71.7K -2,300 -19%
SC
604
Savant Capital
Illinois
$302K +$942 +30 +0.3%
BCM
605
Beck Capital Management
Texas
$302K +$302K +10,095 New
TAM
606
Telluride Asset Management
Minnesota
$301K +$301K +9,600 New
VanEck Associates
607
VanEck Associates
New York
$288K -$81.9K -2,612 -22%
NAMA
608
Nikko Asset Management Americas
New York
$287K +$287K +9,300 New
LDB
609
Lee, Danner & Bass
Tennessee
$282K -$15.7K -500 -5%
FMLI
610
Fukoku Mutual Life Insurance
Japan
$282K – – –
NPC
611
National Planning Corporation
California
$281K -$71.6K -2,295 -20%
BRWA
612
B. Riley Wealth Advisors
Florida
$278K -$61.4K -1,958 -18%
GLRA
613
Gerald L. Ray & Associates
Texas
$276K – – –
BG
614
Bollard Group
Massachusetts
$268K +$150K +4,787 +127%
RBC
615
Ronald Blue & Co
Georgia
$260K -$32.8K -1,045 -11%
FDS
616
First Dallas Securities
Texas
$260K +$260K +8,302 New
SIM
617
SSI Investment Management
California
$253K – – –
CFG
618
CKW Financial Group
Hawaii
$251K +$251K +8,000 New
AAM
619
Advisors Asset Management
Colorado
$247K – – –
GLI
620
Guardian Life Insurance
New York
$246K -$274K -8,734 -53%
SI
621
Stephens Inc
Arkansas
$244K -$11.7K -374 -5%
Fisher Asset Management
622
Fisher Asset Management
Washington
$242K -$533 -17 -0.2%
FNBT
623
FineMark National Bank & Trust
Florida
$242K – – –
GD
624
Grandfield & Dodd
New York
$240K – – –
CHA
625
Cedar Hill Associates
Illinois
$240K – – –
23 24
25
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