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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 %
AFC
676
AFT Forsyth & Company
Florida
$4K 130 – –
ECM
677
Exchange Capital Management
Michigan
$4K 150 +150 New
HF
678
Hoxton Financial
West Virginia
$3K 120 – –
PAS
679
Partnervest Advisory Services
California
$3K 125 +125 New
SFSIG
680
San Francisco Sentry Investment Group
California
$3K 127 +127 New
WF
681
WealthTrust Fairport
Ohio
$2K 89 – –
HRIA
682
Haberer Registered Investment Advisor
Ohio
$2K 72 +72 New
AC
683
Alexandria Capital
Virginia
$2K 79 +79 New
ECM
684
ETrade Capital Management
Virginia
$1K 31 -269 -90%
FMII
685
Farmers & Merchants Investments Inc
Nebraska
$1K 31 – –
HCM
686
Highline Capital Management
New York
– – -762,941 Closed
CRM
687
Cramer Rosenthal McGlynn
Connecticut
– – -756,530 Closed
WMSA
688
Weiss Multi-Strategy Advisers
New York
– – -564,000 Closed
CR
689
Cooperatieve Rabobank
Netherlands
– – -531,579 Closed
OAM
690
Oxford Asset Management
United Kingdom
– – -488,782 Closed
DP
691
DSAM Partners
United Kingdom
– – -436,124 Closed
AI
692
Analytic Investors
California
– – -319,090 Closed
AF
693
Ally Financial
Michigan
– – -230,000 Closed
NMERB
694
New Mexico Educational Retirement Board
New Mexico
– – -218,295 Closed
CLM
695
ClearBridge LLC (Maryland)
Maryland
– – -185,000 Closed
AL
696
Airain Ltd
Guernsey
– – -158,431 Closed
MWNA
697
Marshall Wace North America
New York
– – -104,764 Closed
BA
698
Bridgewater Associates
Connecticut
– – -95,855 Closed
MVP
699
Missouri Valley Partners
Missouri
– – -91,583 Closed
Balyasny Asset Management
700
Balyasny Asset Management
Illinois
– – -91,257 Closed
26 27
28
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