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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 %
WM
126
WS Management
Florida
$27.5M 1,021,500 – –
ACI
127
AMP Capital Investors
Australia
$27.4M 1,011,731 +70,723 +8%
STC
128
SEI Trust Company
Pennsylvania
$27M 1,003,318 -172,982 -15%
Chevy Chase Trust
129
Chevy Chase Trust
Maryland
$26.9M 999,475 +36,580 +4%
SO
130
STRS Ohio
Ohio
$26.6M 987,657 -148,751 -13%
BCM
131
Becker Capital Management
Oregon
$26.5M 981,615 +12,960 +1%
DL
132
Delta Lloyd
Netherlands
$26.2M 971,289 -38,030 -4%
KeyBank National Association
133
KeyBank National Association
Ohio
$25.9M 962,025 +54,494 +6%
Los Angeles Capital Management
134
Los Angeles Capital Management
California
$25.6M 948,196 +219,173 +30%
Morgan Stanley
135
Morgan Stanley
New York
$25.5M 944,837 +7,861 +0.8%
GI
136
GLG Inc
New York
$24.7M 914,918 -3,434 -0.4%
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$24.4M 906,369 +77,252 +9%
MLICM
138
Metropolitan Life Insurance Company (MetLife)
New York
$23.8M 883,013 +6,810 +0.8%
BCIM
139
British Columbia Investment Management
British Columbia, Canada
$23M 855,097 +72,222 +9%
GF
140
Gabelli Funds
New York
$23M 854,200 +18,000 +2%
ALA
141
Atherton Lane Advisers
California
$22.8M 845,477 +60,296 +8%
MCM
142
Marsico Capital Management
Colorado
$22.1M 819,829 -18,451 -2%
CCP
143
Clough Capital Partners
Massachusetts
$22M 815,452 -78,589 -9%
PAMU
144
Pictet Asset Management (UK)
United Kingdom
$21.2M 785,441 +8,500 +1%
Canada Life
145
Canada Life
Manitoba, Canada
$21M 780,125 +430,281 +123%
HC
146
Hourglass Capital
Texas
$20.8M 772,505 +410 +0.1%
AQR Capital Management
147
AQR Capital Management
Connecticut
$20.6M 765,516 +238,037 +45%
LBG
148
Lloyds Banking Group
United Kingdom
$20.6M 764,153 -170,561 -18%
CC
149
Carlson Capital
Texas
$20.1M 744,200 +345,560 +87%
MAA
150
Matrix Asset Advisors
New York
$20.1M 744,039 -12,018 -2%
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