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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 %
EA
176
Euclid Advisors
Connecticut
$14.1M 522,872 +129,742 +33%
DDPIC
177
Deroy & Devereaux Private Investment Counsel
Michigan
$14M 519,564 -1,485 -0.3%
BVDMP
178
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$14M 519,100 – –
Susquehanna International Group
179
Susquehanna International Group
Pennsylvania
$13.5M 501,919 -121,984 -20%
Bessemer Group
180
Bessemer Group
New Jersey
$13.4M 498,951 -300,000 -38%
EB
181
Eastern Bank
Massachusetts
$13.3M 495,199 -8,732 -2%
CC
182
Chubb Corp
New Jersey
$13.2M 490,472 – –
GCM
183
Grisanti Capital Management
New York
$13.1M 485,955 -46,850 -9%
TSU
184
TD Securities (USA)
New York
$12.8M 476,109 +8,268 +2%
Aristotle Capital Management
185
Aristotle Capital Management
California
$12.8M 475,000 – –
IG
186
ING Group
Netherlands
$12.7M 471,695 +142,726 +43%
DI
187
Dalton Investments
Nevada
$12.5M 463,800 -437,300 -49%
Public Sector Pension Investment Board (PSP Investments)
188
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$12.5M 463,396 -8,700 -2%
GWM
189
Greenwich Wealth Management
Connecticut
$12.1M 450,300 -300,000 -40%
FLPIM
190
F.L. Putnam Investment Management
Massachusetts
$12M 445,694 +210,284 +89%
FAF
191
Fjarde Ap-fonden
Sweden
$11.8M 436,032 -36,189 -8%
HIMCH
192
Hartford Investment Management Co (HIMCO)
Connecticut
$11.5M 425,079 -4,993 -1%
PFMOSF
193
Philadelphia Financial Management of San Francisco
California
$11.4M 423,886 -32,921 -7%
EGM
194
Espalier Global Management
New York
$11.2M 415,000 -129,031 -24%
ASRS
195
Arizona State Retirement System
Arizona
$11M 408,514 +7,300 +2%
CBOA
196
Commonwealth Bank of Australia
Australia
$11M 408,431 -47,800 -10%
KCA
197
KKR Credit Advisors
California
$10.7M 397,800 +397,800 New
CCMH
198
Cornerstone Capital Management Holdings
New York
$10.7M 397,614 -2,394 -0.6%
GPSPJS
199
General Pension Society PZU Joint Stock
Poland
$10.7M 395,600 +395,600 New
WCP
200
Welch Capital Partners
New York
$10.6M 393,790 +150 +0%
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