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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.

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
1
Fidelity Investments
Massachusetts
$2.01B
2
Goldman Sachs
2
Goldman Sachs
New York
$282M
3
RIM
3
Rainier Investment Management
Washington
$136M
4
CCI
4
Columbus Circle Investors
$87.5M
5
Fidelity International
5
Fidelity International
Bermuda
$263M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$604M
2
SC
2
Sculptor Capital
New York
$1.22M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$160M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$76.1M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$55.9M
Name Market Value Shares Shares
Change 		Shares
Change %
FNBSF
676
First National Bank Sioux Falls
South Dakota
$59K 1,870 – –
WOC
677
West Oak Capital
California
$58.3K 1,860 – –
CCS
678
Crosspoint Capital Strategies
California
$57K 1,843 +1,843 New
OIA
679
Optimum Investment Advisors
Illinois
$56K 1,790 +1 +0.1%
RAM
680
RWC Asset Management
United Kingdom
$56K 1,782 +1,782 New
CTC
681
Central Trust Company
Missouri
$54K 1,720 +1,214 +240%
TCM
682
Tradewinds Capital Management
Washington
$52K 1,643 +1,643 New
KPCM
683
Kings Point Capital Management
New York
$49K 1,566 – –
PTC
684
Private Trust Company
Ohio
$49K 1,570 – –
TFA
685
Transamerica Financial Advisors
Florida
$47K 1,468 – –
EFSCE
686
Enterprise Financial Services Corp (EFSC)
Missouri
$41K 1,316 – –
MBT
687
Monroe Bank & Trust
Michigan
$38K 1,212 – –
WA
688
WealthTrust-Arizona
Arizona
$38K 1,208 – –
CAL
689
Capital Advisors Ltd
Ohio
$34K 1,081 +1,081 New
MWP
690
MYCIO Wealth Partners
Pennsylvania
$31K 1,000 – –
WTC
691
WhitTier Trust Company
Nevada
$30K 943 – –
WEC
692
Winslow Evans & Crocker
Massachusetts
$29K 940 +940 New
ITIM
693
Indiana Trust & Investment Management
Indiana
$28K 900 – –
CGT
694
Capital Guardian Trust
California
$27K 858 – –
RFS
695
Rockefeller Financial Services
New York
$25K 810 – –
QCMC
696
Quantum Capital Management (California)
California
$24K 750 +750 New
BC
697
Bartlett & Co
Ohio
$23K 724 -295 -29%
IRS
698
Invictus RG (Singapore)
Singapore
$22K 712 -2,396 -77%
ZTNA
699
Zions Trust National Association
Utah
$22K 688 – –
LNB
700
Ledyard National Bank
$22K 712 +504 +242%
26 27
28
29 30