MS icon

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 %
FI
76
Focused Investors
California
$72M 2,295,000 -1,100 -0%
Hotchkis & Wiley Capital Management
77
Hotchkis & Wiley Capital Management
California
$71.9M 2,293,700 -39,200 -2%
CC
78
Carlson Capital
Texas
$70.7M 2,254,070 +1,509,870 +203%
PPA
79
Parametric Portfolio Associates
Washington
$70M 2,232,035 -28,047 -1%
State of Wisconsin Investment Board
80
State of Wisconsin Investment Board
Wisconsin
$68.8M 2,193,201 -138,395 -6%
Thrivent Financial for Lutherans
81
Thrivent Financial for Lutherans
Minnesota
$66.5M 2,121,680 +6,700 +0.3%
DRZID
82
DePrince Race & Zollo Inc (DRZ)
Florida
$64.9M 2,069,039 -73,200 -3%
Canada Pension Plan Investment Board
83
Canada Pension Plan Investment Board
Ontario, Canada
$64.3M 2,050,753 -177,513 -8%
Federated Hermes
84
Federated Hermes
Pennsylvania
$61.9M 1,973,907 +1,733,369 +721%
Barclays
85
Barclays
United Kingdom
$61.4M 1,981,237 -508,160 -20%
SONJCPFA
86
State of New Jersey Common Pension Fund A
New Jersey
$61.2M 1,950,000 -100,000 -5%
Mackenzie Financial
87
Mackenzie Financial
Ontario, Canada
$59.4M 1,893,584 +17,134 +0.9%
U
88
UBS
Switzerland
$57.8M 1,843,383 -156,532 -8%
Public Employees Retirement Association of Colorado
89
Public Employees Retirement Association of Colorado
Colorado
$57.2M 1,825,227 -18,538 -1%
BJ
90
BlackRock Japan
Japan
$56.6M 1,806,199 +8,528 +0.5%
Schroder Investment Management Group
91
Schroder Investment Management Group
United Kingdom
$55.9M 1,782,822 -2,862,152 -62%
CCP
92
Clough Capital Partners
Massachusetts
$55.5M 1,770,810 +955,358 +117%
Retirement Systems of Alabama
93
Retirement Systems of Alabama
Alabama
$55M 1,754,122 +931 +0.1%
GI
94
GAMCO Investors
Connecticut
$53.4M 1,701,685 +14,600 +0.9%
Bessemer Group
95
Bessemer Group
New Jersey
$50.1M 1,599,404 +1,100,453 +221%
AI
96
Axiom Investors
Connecticut
$49.7M 1,584,700 -56,900 -3%
Principal Financial Group
97
Principal Financial Group
Iowa
$49.1M 1,566,921 +26,667 +2%
STC
98
SEI Trust Company
Pennsylvania
$49M 1,561,643 +558,325 +56%
APG Asset Management
99
APG Asset Management
Netherlands
$47.9M 1,526,211 -36,055 -2%
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
$47.3M 1,507,147 +1,005,228 +200%
2 3
4
5 6