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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 %
Allianz Asset Management
151
Allianz Asset Management
Germany
$24.1M 767,084 +167,957 +28%
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$24M 764,948 -141,421 -16%
MAA
153
Matrix Asset Advisors
New York
$22.6M 721,981 -22,058 -3%
MVP
154
Miller Value Partners
Florida
$22.2M 707,925 +28,550 +4%
VOYA Investment Management
155
VOYA Investment Management
Georgia
$21.7M 693,347 -4,155 -0.6%
US Bancorp
156
US Bancorp
Minnesota
$21.6M 687,982 +36,342 +6%
TG
157
TCW Group
California
$21.5M 685,461 -1,700 -0.2%
LWCA
158
Locust Wood Capital Advisers
New York
$21.3M 679,709 -2,500 -0.4%
BA
159
Boston Advisors
Massachusetts
$21.1M 671,352 +5,844 +0.9%
CA
160
Commerzbank Aktiengesellschaft
Germany
$21M 712,026 -1,104,472 -61%
RC
161
RBF Capital
California
$20.9M 666,273 +1,273 +0.2%
KKRC
162
Kohlberg Kravis Roberts & Co
New York
$20.6M 656,800 +656,800 New
LMIM
163
Lockheed Martin Investment Management
Maryland
$20.3M 648,000 – –
TPSF
164
Texas Permanent School Fund
Texas
$20.1M 641,505 -50,341 -7%
Comerica Bank
165
Comerica Bank
Texas
$19.8M 630,891 +41,974 +7%
Credit Agricole
166
Credit Agricole
France
$19.3M 615,180 +51,828 +9%
GI
167
GLG Inc
New York
$19.2M 613,468 -301,450 -33%
SIM
168
Sadoff Investment Management
Wisconsin
$19.2M 612,400 +612,400 New
AQR Capital Management
169
AQR Capital Management
Connecticut
$19.1M 608,937 -156,579 -20%
IRF
170
IBM Retirement Fund
New York
$19.1M 608,587 -21,293 -3%
American Century Companies
171
American Century Companies
Missouri
$18.8M 598,620 +282,470 +89%
HCCM
172
Herring Creek Capital Management
Connecticut
$18.6M 594,070 +594,070 New
FG
173
FSI Group
Ohio
$18.1M 576,037 +47,585 +9%
JAM
174
Jupiter Asset Management
United Kingdom
$17.5M 557,830 -949,681 -63%
AIG
175
American International Group
New York
$17.1M 544,500 +10,151 +2%
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