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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 %
QT
751
Quantbot Technologies
New York
– – -75,434 Closed
PGCM
752
Prescott Group Capital Management
Oklahoma
– – -71,000 Closed
HI
753
HBK Investments
Texas
– – -62,959 Closed
MIG
754
Mariner Investment Group
New York
– – -50,434 Closed
CEP
755
Chicago Equity Partners
Illinois
– – -50,100 Closed
PP
756
PDT Partners
New York
– – -49,204 Closed
Teacher Retirement System of Texas
757
Teacher Retirement System of Texas
Texas
– – -38,789 Closed
JIM
758
Jupiter Investment Management
United Kingdom
– – -37,800 Closed
T
759
TradeWorx
New Jersey
– – -36,963 Closed
IT
760
Investors Trust
Texas
– – -31,592 Closed
NI
761
Numeric Investors
Massachusetts
– – -20,900 Closed
GCT
762
Galaxy Capital Trading
British Virgin Islands
– – -19,500 Closed
FCH
763
Freestone Capital Holdings
Washington
– – -18,667 Closed
BCM
764
Bluefin Capital Management
New York
– – -15,270 Closed
CCM
765
Corsair Capital Management
New York
– – -15,000 Closed
OWD
766
Osborn Williams & Donohoe
Ohio
– – -12,774 Closed
Mirae Asset Global Investments
767
Mirae Asset Global Investments
South Korea
– – -12,373 Closed
LCS
768
Levin Capital Strategies
New York
– – -12,128 Closed
CC
769
Cipher Capital
New York
– – -11,282 Closed
UCFA
770
United Capital Financial Advisors
Texas
– – -9,454 Closed
ICM
771
IMS Capital Management
Oregon
– – -8,500 Closed
CC
772
Curian Capital
Colorado
– – -8,104 Closed
USGIU
773
U.S. Global Investors (USGI)
Texas
– – -8,050 Closed
KIG
774
Kessler Investment Group
Indiana
– – -3,464 Closed
TC
775
TradeLink Capital
Illinois
– – -2,000 Closed
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