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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 %
EWM
626
Edge Wealth Management
New York
$72K 2,655 – –
PMFA
627
Plante Moran Financial Advisors
Michigan
$70K 2,581 +2,581 New
NES
628
New England Securities
New York
$64K 2,358 +1,643 +230%
AFIA
629
America First Investment Advisors
Nebraska
$54K 2,000 – –
CRCP
630
Copper Rock Capital Partners
Massachusetts
$54K 2,000 – –
TC
631
TradeLink Capital
Illinois
$54K 2,000 +2,000 New
FFC
632
First Financial Corp
Indiana
$52K 1,930 +1,460 +311%
WOC
633
West Oak Capital
California
$50.1K 1,860 +300 +19%
FNBSF
634
First National Bank Sioux Falls
South Dakota
$50K 1,870 – –
IMS
635
Index Management Solutions
Pennsylvania
$50K 1,844 +1,844 New
TCOV
636
Trust Company of Vermont
Vermont
$49K 1,800 +1,800 New
HR
637
Howe & Rusling
New York
$48K 1,766 -136 -7%
OIA
638
Optimum Investment Advisors
Illinois
$48K 1,789 +1,789 New
KPCM
639
Kings Point Capital Management
New York
$42K 1,566 – –
PTC
640
Private Trust Company
Ohio
$42K 1,570 – –
TFA
641
Transamerica Financial Advisors
Florida
$40K 1,468 – –
BFEC
642
Benjamin F. Edwards & Company
Missouri
$40K 1,500 +1,500 New
EFSCE
643
Enterprise Financial Services Corp (EFSC)
Missouri
$35K 1,316 +308 +31%
Envestnet Asset Management
644
Envestnet Asset Management
Illinois
$33K 1,214 -923 -43%
WA
645
WealthTrust-Arizona
Arizona
$33K 1,208 – –
MBT
646
Monroe Bank & Trust
Michigan
$33K 1,212 – –
CBT
647
Central Bank & Trust
Kentucky
$32K 1,179 +1,179 New
Victory Capital Management
648
Victory Capital Management
Texas
$29K 1,103 +1,103 New
MWP
649
MYCIO Wealth Partners
Pennsylvania
$27K 1,000 – –
BC
650
Bartlett & Co
Ohio
$27K 1,019 +95 +10%
24 25
26
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