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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 %
Sumitomo Mitsui Trust Group
51
Sumitomo Mitsui Trust Group
Japan
$107M 3,959,980 -39,616 -1%
AllianceBernstein
52
AllianceBernstein
Tennessee
$107M 3,957,247 -46,260 -1%
Wells Fargo
53
Wells Fargo
California
$105M 3,905,060 -244,353 -6%
TA
54
Teachers Advisors
New York
$105M 3,882,277 -142,314 -4%
CS
55
Credit Suisse
Switzerland
$103M 3,835,906 +568,790 +17%
MAA
56
Managed Account Advisors
New Jersey
$102M 3,768,663 -143,502 -4%
Lazard Asset Management
57
Lazard Asset Management
New York
$98.2M 3,642,216 -5,858,468 -62%
CANY
58
Caxton Associates (New York)
New York
$95M 3,526,204 -1,708,800 -33%
Deutsche Bank
59
Deutsche Bank
Germany
$84.3M 3,129,925 -652,940 -17%
New York State Teachers Retirement System (NYSTRS)
60
New York State Teachers Retirement System (NYSTRS)
New York
$79.8M 2,961,600 -60,187 -2%
BA
61
BlackRock Advisors
Delaware
$79M 2,929,984 -54,495 -2%
BlackRock
62
BlackRock
New York
$78.3M 2,906,879 +56,691 +2%
BIM
63
BlackRock Investment Management
Delaware
$78.2M 2,901,522 +89,721 +3%
Mitsubishi UFJ Trust & Banking
64
Mitsubishi UFJ Trust & Banking
Japan
$77.2M 2,862,975 +8,908 +0.3%
LSV Asset Management
65
LSV Asset Management
Illinois
$76.1M 2,822,420 -14,000 -0.5%
Bank of America
66
Bank of America
North Carolina
$74.3M 2,757,777 +327,077 +13%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$73.8M 2,738,061 +84,600 +3%
SB
68
Suntrust Banks
Georgia
$73.4M 2,723,143 +103,989 +4%
VM
69
Valinor Management
New York
$72.4M 2,686,681 -510,808 -16%
RIG
70
Roosevelt Investment Group
New York
$70.5M 2,616,321 -52,053 -2%
State Board of Administration of Florida Retirement System
71
State Board of Administration of Florida Retirement System
Florida
$69.5M 2,579,126 -39,463 -2%
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$68.8M 2,551,881 -30,752 -1%
RFC
73
Russell Frank Company
Washington
$68.1M 2,524,930 +43,263 +2%
BM
74
Bridger Management
New York
$66M 2,450,000 – –
Barclays
75
Barclays
United Kingdom
$64.7M 2,489,397 +173,673 +7%
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