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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 %
Korea Investment Corp
101
Korea Investment Corp
South Korea
$46.3M 1,475,100 +189,500 +15%
Citigroup
102
Citigroup
New York
$46M 1,465,900 -189,862 -11%
SOMRS
103
State of Michigan Retirement System
Michigan
$45.8M 1,460,255 -2,400 -0.2%
PHAM
104
Pacific Heights Asset Management
California
$44.8M 1,430,000 -100,000 -7%
KP
105
Kiltearn Partners
United Kingdom
$44.3M 1,412,341 +1,412,341 New
VM
106
Valinor Management
New York
$44.2M 1,408,381 -1,278,300 -48%
NTCOC
107
Northern Trust Company of Connecticut
Connecticut
$43.4M 1,385,456 -34,268 -2%
Nuveen Asset Management
108
Nuveen Asset Management
Illinois
$43M 1,372,138 +34,247 +3%
HSBC Holdings
109
HSBC Holdings
United Kingdom
$42M 1,340,727 -523,255 -28%
Ohio Public Employees Retirement System (OPERS)
110
Ohio Public Employees Retirement System (OPERS)
Ohio
$41.6M 1,327,199 -13,687 -1%
GIA
111
Gateway Investment Advisers
Ohio
$41.6M 1,325,887 -47,119 -3%
TRSOTSOK
112
Teachers Retirement System of the State of Kentucky
Kentucky
$41M 1,306,562 -111,070 -8%
CCM
113
Cornerstone Capital Management
Minnesota
$36.6M 1,165,527 -326,257 -22%
IAM
114
Impax Asset Management
New Hampshire
$36.4M 1,160,300 +50,000 +5%
EARNEST Partners
115
EARNEST Partners
Georgia
$36.3M 1,159,073 +1,159,073 New
Nomura Holdings
116
Nomura Holdings
Japan
$36.3M 1,171,205 -164,426 -12%
USAA
117
United Services Automobile Association
Texas
$36.3M 1,156,688 -79,716 -6%
DL
118
Delta Lloyd
Netherlands
$35.5M 1,133,022 +161,733 +17%
SAM
119
Sentinel Asset Management
Vermont
$34.9M 1,114,000 – –
BGIM
120
Brandywine Global Investment Management
Pennsylvania
$34.8M 1,110,899 +41,354 +4%
NFA
121
Nationwide Fund Advisors
Ohio
$34.7M 1,107,096 +15,697 +1%
SO
122
STRS Ohio
Ohio
$34.5M 1,100,957 +113,300 +11%
Millennium Management
123
Millennium Management
New York
$33.5M 1,069,597 +394,831 +59%
WM
124
WS Management
Florida
$32.4M 1,033,500 +12,000 +1%
Grantham, Mayo, Van Otterloo & Co (GMO)
125
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$32.3M 1,029,377 -233,232 -18%
3 4
5
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