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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 %
Hotchkis & Wiley Capital Management
76
Hotchkis & Wiley Capital Management
California
$62.9M 2,332,900 -272,600 -10%
State of Wisconsin Investment Board
77
State of Wisconsin Investment Board
Wisconsin
$62.8M 2,331,596 -86,800 -4%
FI
78
Focused Investors
California
$61.9M 2,296,100 +97,000 +4%
PPA
79
Parametric Portfolio Associates
Washington
$60.9M 2,260,082 -206,808 -8%
MTB
80
Mizuho Trust & Banking
Japan
$60.9M 2,491,675 – –
Canada Pension Plan Investment Board
81
Canada Pension Plan Investment Board
Ontario, Canada
$60.1M 2,228,266 +70,729 +3%
DRZID
82
DePrince Race & Zollo Inc (DRZ)
Florida
$57.7M 2,142,239 -338,250 -14%
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
$57M 2,114,980 +299,710 +17%
Citadel Advisors
84
Citadel Advisors
Florida
$55.6M 2,061,403 -56,323 -3%
SONJCPFA
85
State of New Jersey Common Pension Fund A
New Jersey
$55.2M 2,050,000 +1,200,000 +141%
U
86
UBS
Switzerland
$53.9M 1,999,915 +1,428,202 +250%
Mackenzie Financial
87
Mackenzie Financial
Ontario, Canada
$50.6M 1,876,450 +86,406 +5%
HSBC Holdings
88
HSBC Holdings
United Kingdom
$50.2M 1,863,982 -44,024 -2%
Public Employees Retirement Association of Colorado
89
Public Employees Retirement Association of Colorado
Colorado
$49.7M 1,843,765 -14,988 -0.8%
CA
90
Commerzbank Aktiengesellschaft
Germany
$49M 1,816,498 -65,361 -3%
BJ
91
BlackRock Japan
Japan
$48.4M 1,797,671 +16,559 +0.9%
Retirement Systems of Alabama
92
Retirement Systems of Alabama
Alabama
$47.2M 1,753,191 +16,203 +0.9%
GI
93
GAMCO Investors
Connecticut
$45.5M 1,687,085 +144,525 +9%
Citigroup
94
Citigroup
New York
$44.6M 1,655,762 -726,588 -30%
AI
95
Axiom Investors
Connecticut
$44.2M 1,641,600 -572,500 -26%
APG Asset Management
96
APG Asset Management
Netherlands
$42.1M 1,562,266 -370,155 -19%
Principal Financial Group
97
Principal Financial Group
Iowa
$41.5M 1,540,254 -9,763 -0.6%
PHAM
98
Pacific Heights Asset Management
California
$41.2M 1,530,000 -495,000 -24%
RIM
99
Rainier Investment Management
Washington
$41.2M 1,527,080 +1,527,080 New
JAM
100
Jupiter Asset Management
United Kingdom
$40.6M 1,507,511 -1,349,998 -47%
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4
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