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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 %
CCM
701
Cai Capital Management
New York
– – -77,922 Closed
ZCM
702
Ziegler Capital Management
Illinois
– – -49,001 Closed
PWPCM
703
Perella Weinberg Partners Capital Management
New York
– – -47,840 Closed
TU
704
TDAM USA
Ontario, Canada
– – -36,296 Closed
EML
705
Eos Management LP
New York
– – -35,000 Closed
AT
706
Arden Trust
Delaware
– – -28,013 Closed
AIMCA
707
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– – -26,900 Closed
CWM
708
Calamos Wealth Management
Illinois
– – -24,081 Closed
RJFSA
709
Raymond James Financial Services Advisors
Florida
– – -21,473 Closed
ICM
710
Ionic Capital Management
New York
– – -18,000 Closed
BHA
711
Beech Hill Advisors
New York
– – -15,150 Closed
ONB
712
Old National Bancorp
Indiana
– – -12,458 Closed
CHFS
713
Cobble Hill Financial Services
New Jersey
– – -10,100 Closed
SBCM
714
Silver Bridge Capital Management
Massachusetts
– – -9,752 Closed
DCM
715
Dynamic Capital Management
Jersey
– – -9,500 Closed
GPA
716
GSB Podium Advisors
New York
– – -8,252 Closed
LC
717
Loews Corp
New York
– – -8,204 Closed
FHB
718
First Hawaiian Bank
Hawaii
– – -2,299 Closed
HCM
719
Horrell Capital Management
Arkansas
– – -2,046 Closed
ECAM
720
East Coast Asset Management
Massachusetts
– – -373 Closed
MFBTD
721
MB Financial Bank - Trust Department
Illinois
– – -300 Closed
CW
722
Cobiz Wealth
Colorado
– – -156 Closed
PSI
723
Pinnacle Summer Investments
Virginia
– – -124 Closed
Twin Tree Management
724
Twin Tree Management
Texas
– – – –
MTIM
725
Marathon Trading Investment Management
Pennsylvania
– – – –
26 27 28
29
30