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Morgan Stanley
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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 %
FMP
726
Financial Management Professionals
Texas
$6K 200 – –
RFA
727
Reilly Financial Advisors
California
$6K 200 +200 New
GI
728
Gradient Investments
Minnesota
$5K 151 – –
CWM
729
Cranbrook Wealth Management
Michigan
$5K 154 +154 New
SFSIG
730
San Francisco Sentry Investment Group
California
$4K 127 – –
HF
731
Hoxton Financial
West Virginia
$4K 120 – –
AC
732
Alexandria Capital
Virginia
$4K 143 +64 +81%
Group One Trading
733
Group One Trading
Illinois
$3K 100 -800 -89%
LWA
734
Lenox Wealth Advisors
New York
$3K 87 +87 New
HRIA
735
Haberer Registered Investment Advisor
Ohio
$2K 72 – –
S
736
SignatureFD
Georgia
$2K 63 +55 +688%
KFP
737
Keystone Financial Planning
Ohio
$2K 57 +57 New
FMII
738
Farmers & Merchants Investments Inc
Nebraska
$1K 31 – –
PG
739
PEAK6 Group
Illinois
– – -613,262 Closed
Renaissance Technologies
740
Renaissance Technologies
New York
– – -612,400 Closed
QIM
741
Quantitative Investment Management
Virginia
– – -291,800 Closed
FAM
742
Forty4 Asset Management
Illinois
– – -281,200 Closed
Arrowstreet Capital
743
Arrowstreet Capital
Massachusetts
– – -218,080 Closed
AC
744
Ascend Capital
California
– – -178,322 Closed
FCBT
745
First Citizens Bank & Trust
North Carolina
– – -143,444 Closed
ARTA
746
A.R.T. Advisors
New York
– – -134,660 Closed
Capital Fund Management (CFM)
747
Capital Fund Management (CFM)
France
– – -105,655 Closed
SM
748
SLS Management
New York
– – -101,562 Closed
LPLP
749
Lansdowne Partners Limited Partnership
United Kingdom
– – -100,000 Closed
AG
750
Artal Group
Luxembourg
– – -100,000 Closed
28 29
30
31 32