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Morgan Stanley
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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 %
Mitsubishi UFJ Financial Group
1
Mitsubishi UFJ Financial Group
Japan
$11.6B 432,017,152 – –
State Street
2
State Street
Massachusetts
$3.73B 138,446,368 -2,058,977 -1%
LTI
3
Laffer Tengler Investments
Tennessee
– – – –
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.69B 62,853,118 +456,851 +0.7%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.41B 52,446,980 +10,402,609 +25%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$1.32B 48,801,956 -3,040,597 -6%
Franklin Resources
7
Franklin Resources
California
$1.08B 40,249,668 -10,293,157 -20%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$1.01B 37,653,827 +3,456,508 +10%
BIT
9
BlackRock Institutional Trust
California
$1.01B 37,474,587 -263,872 -0.7%
Jennison Associates
10
Jennison Associates
New York
$883M 32,754,393 -805,911 -2%
Invesco
11
Invesco
Georgia
$839M 31,148,191 -1,493,322 -5%
Eagle Capital Management (New York)
12
Eagle Capital Management (New York)
New York
$813M 30,162,052 +554,078 +2%
Capital World Investors
13
Capital World Investors
California
$565M 20,950,000 +60,000 +0.3%
Northern Trust
14
Northern Trust
Illinois
$501M 18,595,524 -701,643 -4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$482M 17,887,279 +1,775,434 +11%
Winslow Capital Management
16
Winslow Capital Management
Minnesota
$465M 17,243,780 -1,243,540 -7%
UBS AM
17
UBS AM
Illinois
$366M 13,583,173 +3,715,631 +38%
BFA
18
BlackRock Fund Advisors
California
$364M 13,493,781 +263,246 +2%
CGM
19
Capital Growth Management
Massachusetts
$353M 13,100,000 +2,150,000 +20%
Pzena Investment Management
20
Pzena Investment Management
New York
$343M 12,730,045 -541,295 -4%
EVM
21
Eaton Vance Management
Massachusetts
$340M 12,598,837 +45,521 +0.4%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$337M 12,523,533 +473,477 +4%
Ameriprise
23
Ameriprise
Minnesota
$316M 11,721,085 -122,116 -1%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$295M 10,938,609 -6,934,477 -39%
BG
25
BlackRock Group
United Kingdom
$278M 10,332,304 +553,917 +6%
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