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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 %
SC
151
Saiers Capital
New York
$19.7M 730,882 -65,027 -8%
N
152
Natixis
France
$19.4M 718,495 +264,227 +58%
MSA
153
Mason Street Advisors
Wisconsin
$19.1M 707,992 +32,459 +5%
VOYA Investment Management
154
VOYA Investment Management
Georgia
$18.8M 697,502 -35,172 -5%
TPSF
155
Texas Permanent School Fund
Texas
$18.6M 691,846 -12,195 -2%
TG
156
TCW Group
California
$18.5M 687,161 +13,900 +2%
LWCA
157
Locust Wood Capital Advisers
New York
$18.4M 682,209 -23,215 -3%
MVP
158
Miller Value Partners
Florida
$18.3M 679,375 +23,325 +4%
Millennium Management
159
Millennium Management
New York
$18.2M 674,766 +514,512 +321%
BA
160
Boston Advisors
Massachusetts
$17.9M 665,508 -183,872 -22%
RC
161
RBF Capital
California
$17.9M 665,000 +40,000 +6%
US Bancorp
162
US Bancorp
Minnesota
$17.6M 651,640 -22,728 -3%
LMIM
163
Lockheed Martin Investment Management
Maryland
$17.5M 648,000 +648,000 New
GC
164
Guggenheim Capital
Illinois
$17M 632,404 +77,942 +14%
IRF
165
IBM Retirement Fund
New York
$17M 629,880 -92,151 -13%
Renaissance Technologies
166
Renaissance Technologies
New York
$16.5M 612,400 +612,400 New
Allianz Asset Management
167
Allianz Asset Management
Germany
$16.1M 599,127 +72,294 +14%
Comerica Bank
168
Comerica Bank
Texas
$15.9M 588,917 -29,862 -5%
OI
169
Oakbrook Investments
Illinois
$15.7M 583,350 -4,450 -0.8%
Credit Agricole
170
Credit Agricole
France
$15.2M 563,352 +563,352 New
Lord, Abbett & Co
171
Lord, Abbett & Co
New Jersey
$15.1M 558,415 -2,716,776 -83%
DIA
172
Davidson Investment Advisors
Montana
$14.6M 540,652 -657 -0.1%
AIG
173
American International Group
New York
$14.4M 534,349 +7,899 +2%
FG
174
FSI Group
Ohio
$14.2M 528,452 +28,452 +6%
Nisa Investment Advisors
175
Nisa Investment Advisors
Missouri
$14.2M 525,254 -2,200 -0.4%
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