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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 %
FAF
201
Fjarde Ap-fonden
Sweden
$12.8M 408,718 -27,314 -6%
EC
202
EJF Capital
Virginia
$12.5M 400,000 +200,000 +100%
ASRS
203
Arizona State Retirement System
Arizona
$12.4M 396,114 -12,400 -3%
HIMCH
204
Hartford Investment Management Co (HIMCO)
Connecticut
$12.4M 395,508 -29,571 -7%
WCP
205
Welch Capital Partners
New York
$12.4M 394,220 +430 +0.1%
SCM
206
Stevens Capital Management
Pennsylvania
$11.7M 372,995 +372,995 New
CCMH
207
Cornerstone Capital Management Holdings
New York
$11.6M 370,216 -27,398 -7%
EIM
208
ExxonMobil Investment Management
Texas
$11.3M 360,648 -9,047 -2%
CBOA
209
Commonwealth Bank of Australia
Australia
$11.3M 359,701 -48,730 -12%
MCM
210
Maltese Capital Management
New York
$11.2M 358,200 +283,200 +378%
DADC
211
D.A. Davidson & Co
Montana
$11M 350,031 -185 -0.1%
LCP
212
Lombardia Capital Partners
California
$10.8M 343,636 -3,345 -1%
AG
213
Aperio Group
California
– – -297,609 Closed
SMDAM
214
Sumitomo Mitsui DS Asset Management
Japan
$10.7M 339,610 +16,712 +5%
Royal London Asset Management
215
Royal London Asset Management
United Kingdom
$10.6M 337,353 +3,456 +1%
UOC
216
UBS O'Connor
Illinois
$10.5M 334,751 -2,284 -0.7%
MCC
217
Mid Continent Capital
Illinois
$10.5M 334,400 +334,400 New
EIM
218
Essex Investment Management
Massachusetts
$10.3M 329,842 +761 +0.2%
CIM
219
Calvert Investment Management
Maryland
$10.3M 329,173 +186,600 +131%
Macquarie Group
220
Macquarie Group
Australia
$10.2M 325,054 +51,210 +19%
BCMNY
221
Buckingham Capital Management (New York)
New York
$10.1M 322,430 -21,800 -6%
MWNA
222
Marshall Wace North America
New York
$10.1M 321,853 +321,853 New
LM
223
Lincluden Management
Ontario, Canada
$9.92M 316,217 -62,800 -17%
AGCJ
224
Alden Global Capital (Jersey)
Jersey
$9.84M 313,900 +313,900 New
KBC Group
225
KBC Group
Belgium
$9.46M 301,522 +141,430 +88%
7 8
9
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