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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 %
LM
201
Lincluden Management
Ontario, Canada
$10.2M 379,017 -9,520 -2%
Bank of Montreal
202
Bank of Montreal
Ontario, Canada
$10.2M 377,770 +30,321 +9%
ProShare Advisors
203
ProShare Advisors
Maryland
$10.1M 375,384 -71,157 -16%
SAM
204
Shell Asset Management
Netherlands
$9.98M 370,347 -34 -0%
EIM
205
ExxonMobil Investment Management
Texas
$9.96M 369,695 -11,572 -3%
BTS
206
BB&T Securities
Virginia
$9.83M 36,484 -33,679 -48%
Royal London Asset Management
207
Royal London Asset Management
United Kingdom
$9.81M 333,897 +3,926 +1%
WBC
208
Westpac Banking Corp
Australia
$9.58M 355,594 -134,021 -27%
DADC
209
D.A. Davidson & Co
Montana
$9.44M 350,216 -346 -0.1%
LCP
210
Lombardia Capital Partners
California
$9.35M 346,981 -106,973 -24%
BCMNY
211
Buckingham Capital Management (New York)
New York
$9.28M 344,230 -33,900 -9%
OTPPB
212
Ontario Teachers' Pension Plan Board
Ontario, Canada
$9.11M 338,166 +4,989 +1%
UOC
213
UBS O'Connor
Illinois
$9.08M 337,035 -130,280 -28%
EIM
214
Essex Investment Management
Massachusetts
$8.87M 329,081 -18,893 -5%
SMDAM
215
Sumitomo Mitsui DS Asset Management
Japan
$8.7M 322,898 -113,382 -26%
American Century Companies
216
American Century Companies
Missouri
$8.52M 316,150 +13,580 +4%
PG
217
PEAK6 Group
Illinois
$8.27M 613,262 +510,762 +498%
ERSOT
218
Employees Retirement System of Texas
Texas
$8.18M 303,600 -7,900 -3%
Mitsubishi UFJ Asset Management
219
Mitsubishi UFJ Asset Management
Japan
$8.18M 303,397 -16,403 -5%
HHC
220
Hutchin Hill Capital
New York
$8.17M 303,300 +303,300 New
FQ
221
First Quadrant
California
$8.08M 299,735 +281,435 +1,538%
AG
222
Aperio Group
California
$8.02M 297,609 +37,410 +14%
QIM
223
Quantitative Investment Management
Virginia
$7.86M 291,800 +155,900 +115%
DILH
224
Dai-ichi Life Holdings
Japan
$7.69M 285,339 +65,525 +30%
COPPSERS
225
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$7.65M 283,993 +4,608 +2%
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9
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