MS icon

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 %
CCM
101
Cornerstone Capital Management
Minnesota
$40.2M 1,491,784 +375,011 +34%
SOMRS
102
State of Michigan Retirement System
Michigan
$39.4M 1,462,655 +8,400 +0.6%
SG Americas Securities
103
SG Americas Securities
New York
$38.5M 1,427,516 -139,178 -9%
NTCOC
104
Northern Trust Company of Connecticut
Connecticut
$38.3M 1,419,724 -101,993 -7%
TRSOTSOK
105
Teachers Retirement System of the State of Kentucky
Kentucky
$38.2M 1,417,632 +105,600 +8%
GIA
106
Gateway Investment Advisers
Ohio
$37M 1,373,006 -591,776 -30%
Ohio Public Employees Retirement System (OPERS)
107
Ohio Public Employees Retirement System (OPERS)
Ohio
$36.1M 1,340,886 -67,588 -5%
Nuveen Asset Management
108
Nuveen Asset Management
Illinois
$36.1M 1,337,891 -139,208 -9%
Aviva
109
Aviva
United Kingdom
$35.9M 1,332,460 -85,857 -6%
Nomura Holdings
110
Nomura Holdings
Japan
$35.7M 1,335,631 -57,002 -4%
Korea Investment Corp
111
Korea Investment Corp
South Korea
$34.6M 1,285,600 +669,500 +109%
Grantham, Mayo, Van Otterloo & Co (GMO)
112
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$34M 1,262,609 +160,324 +15%
BNP Paribas Financial Markets
113
BNP Paribas Financial Markets
France
$33.3M 1,237,060 +755,854 +157%
USAA
114
United Services Automobile Association
Texas
$33.3M 1,236,404 -21,367 -2%
BCM
115
Basswood Capital Management
New York
$32M 1,186,937 +236,027 +25%
Neuberger Berman Group
116
Neuberger Berman Group
New York
$31.1M 1,155,168 -101,555 -8%
SAM
117
Sentinel Asset Management
Vermont
$30M 1,114,000 +57,500 +5%
Caisse de Depot et Placement du Quebec (CDPQ)
118
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$30M 1,113,545 -198,400 -15%
IAM
119
Impax Asset Management
New Hampshire
$29.9M 1,110,300 +145,016 +15%
BPM
120
Bronson Point Management
Connecticut
$29.6M 1,100,000 -78,700 -7%
NFA
121
Nationwide Fund Advisors
Ohio
$29.4M 1,091,399 +46,631 +4%
BGIM
122
Brandywine Global Investment Management
Pennsylvania
$28.8M 1,069,545 +75,117 +8%
CHCM
123
Columbus Hill Capital Management
New Jersey
$28.3M 1,049,873 -314,000 -23%
TD Asset Management
124
TD Asset Management
Ontario, Canada
$28.3M 1,048,486 -2,391 -0.2%
Parallax Volatility Advisers
125
Parallax Volatility Advisers
California
$27.8M 1,031,443 +432,914 +72%
3 4
5
6 7