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Institutional Holdings of MORGAN STANLEY (MS) on 12/31/2009

1. Company Information

Company/StockMORGAN STANLEY (stock symbol: MS)
Funds Ownership712 out of total 2720 funds (26%) own this stock
Funds own total 1,112,613,048 shares, 81.81% of all outstanding shares
Funds BOUGHT 60,432,373 more shares (+5.74%) in the quarter ended on 12/31/2009

2. Top 20 Funds Held MS in this Quarter (By Shares)

No.FundSharesPut/CallActivity(Shr)% Port.% Out. Shrs
1.)STATE STREET CORP150,349,759Added 2.30%0.93%11.06%
2.)FMR LLC78,186,094Cut -3.87%0.49%5.75%
3.)CHINA INVESTMENT CORP59,890,576New18.41%4.40%
4.)MITSUBISHI UFJ FINANCIAL GROUP INC46,553,055Unchanged100.00%3.42%
5.)VANGUARD GROUP INC42,854,743Cut -0.10%0.28%3.15%
6.)BLACKROCK INSTITUTIONAL TRUST COMPANY NA33,668,714New0.28%2.48%
7.)PRICE T ROWE ASSOCIATES INC MD 29,189,654Added 82.10%0.37%2.15%
8.)AXA26,334,718Added 9.80%0.44%1.94%
9.)J P MORGAN CHASE & CO25,913,609Added 7.05%0.47%1.91%
10.)BANK OF NEW YORK MELLON CORP20,098,195Cut -6.41%0.31%1.48%
11.)CAPITAL WORLD INVESTORS18,000,000Unchanged0.20%1.32%
12.)JANUS CAPITAL MANAGEMENT LLC17,302,634Cut -1.89%0.48%1.27%
13.)UBS GLOBAL ASSET MANAGEMENT AMERICAS INC16,641,323Added 4.29%0.82%1.22%
14.)LORD ABBETT & CO LLC16,131,204Cut -0.93%1.03%1.19%
15.)BANK OF AMERICA CORP DE 16,056,814Added 22.46%0.24%1.18%
16.)NORTHERN TRUST CORP15,486,573Cut -4.46%0.28%1.14%
17.)FIL LTD11,381,983Cut -5.87%1.25%0.84%
18.)GOLDMAN SACHS GROUP INC11,025,909Cut -48.73%0.16%0.81%
19.)AMERIPRISE FINANCIAL INC10,576,971Added 0.05%0.55%0.78%
20.)BLACKROCK GROUP LTD10,374,592Added 217.42%0.27%0.76%

3. Top 20 Funds Held MS in this Quarter (By % of Fund Reported Portfolio)

No.FundSharesPut/CallActivity(Shr)% Port.% Out. Shrs
1.)MITSUBISHI UFJ FINANCIAL GROUP INC46,553,055Unchanged100.00%3.42%
2.)CHINA INVESTMENT CORP59,890,576New18.41%4.40%
3.)SAB CAPITAL MANAGEMENT LP2,527,300Cut -1.76%13.61%0.19%
4.)PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO LLC441,562Added 18.59%5.45%0.03%
5.)CITIGROUP INC3,749,200CALLAdded 193.55%4.30%0.28%
6.)INVESTOR AB170,000New4.05%0.01%
7.)WELLCOME TRUST LTD2,000,000Added 14.29%3.99%0.15%
8.)JUPITER ASSET MANAGEMENT LTD1,973,172Cut -10.55%3.62%0.15%
9.)CAPITAL GROWTH MANAGEMENT LP8,207,100Cut -0.24%3.58%0.60%
10.)SOLUS ALTERNATIVE ASSET MANAGEMENT LP2,250,000PUTCut -31.82%3.57%0.17%
11.)DISCOVERY CAPITAL MANAGEMENT LLC CT1,345,500Added 33.55%3.48%0.10%
12.)PILOT ADVISORS LP587,582Cut -15.38%3.39%0.04%
13.)MOUNT VERNON ASSOCIATES INC MD 124,385Cut -0.66%3.36%0.01%
14.)CORNERSTONE INVESTMENT PARTNERS LLC1,453,671Added 16.20%3.17%0.11%
15.)KOKUSAI ASSET MANAGEMENT CO LTD255,000Added 2.82%3.07%0.02%
16.)STANDARD PACIFIC CAPITAL LLC CA226,500Cut -34.06%2.90%0.02%
17.)MATRIX ASSET ADVISORS INC NY929,159Cut -0.24%2.74%0.07%
18.)U CAPITAL GROUP LP47,000Unchanged2.67%0.00%
19.)HOVDE CAPITAL ADVISORS LLC462,845Cut -50.87%2.63%0.03%
20.)NORTHAVEN MANAGEMENT INC FA97,685Cut -9.29%2.61%0.01%

4. Top 20 Funds BOUGHT NEW MS in this Quarter (By Shares)

No.FundSharesPut/Call% Port.% Out. Shrs
1.)CHINA INVESTMENT CORP59,890,57618.41%4.40%
2.)BLACKROCK INSTITUTIONAL TRUST COMPANY NA33,668,7140.28%2.48%
3.)BLACKROCK FUND ADVISORS10,029,4560.18%0.74%
4.)PUTNAM INVESTMENT MANAGEMENT LLC4,333,7280.37%0.32%
5.)JESAGA ADVISERS LLC3,511,300PUT0.86%0.26%
6.)PRUDENTIAL CORP PLC3,310,3570.88%0.24%
7.)TCW GROUP INC2,287,1800.28%0.17%
8.)SUMITOMO TRUST & BANKING CO LTD FI1,875,2740.33%0.14%
9.)CITADEL ADVISORS LLC1,309,400PUT0.08%0.10%
10.)STATE OF NEW JERSEY COMMON PENSION FUND A1,000,0000.16%0.07%
11.)IBM RETIREMENT FUND836,8360.35%0.06%
12.)CITADEL ADVISORS LLC791,800CALL0.05%0.06%
13.)KINGDON CAPITAL MANAGEMENT LLC750,000PUT0.61%0.06%
14.)CHILTON INVESTMENT CO LLC500,0000.36%0.04%
15.)HEARTLAND ADVISORS INC489,9640.51%0.04%
16.)TD SECURITIES (USA) LLC441,5670.36%0.03%
17.)UBS OCONNOR LLC421,2670.22%0.03%
18.)IONIC CAPITAL MANAGEMENT LLC375,000CALL0.51%0.03%
19.)CITADEL ADVISORS LLC374,9840.02%0.03%
20.)BAM CAPITAL LLC366,200CALL0.55%0.03%

5. Top 20 Funds SOLD OUT MS in this Quarter (By Shares)

No.FundSharesPut/Call% Port.% Out. Shrs
1.)BARCLAYS GLOBAL INVESTORS UK HOLDINGS LTD57,246,2110.29%4.21%
2.)PUTNAM INVESTMENT MANAGEMENT LLC6,059,2260.57%0.45%
3.)PRUDENTIAL CORP PLC3,303,7570.96%0.24%
4.)MERRILL LYNCH & CO INC2,175,4770.08%0.16%
5.)DAVIS SELECTED ADVISERS1,688,3780.08%0.12%
6.)RBC CAPITAL MARKETS ARBITRAGE SA1,673,2040.62%0.12%
7.)GLG PARTNERS INC1,300,000CALL1.07%0.10%
8.)CITADEL L P1,214,200PUT0.08%0.09%
9.)CITADEL L P1,212,100CALL0.08%0.09%
10.)EMINENCE CAPITAL LLC1,205,0001.19%0.09%
11.)HGK ASSET MANAGEMENT INC1,061,7771.61%0.08%
12.)SCHAFER CULLEN CAPITAL MANAGEMENT INC987,1751.62%0.07%
13.)DAIWA SB INVESTMENTS LTD984,8701.91%0.07%
14.)MFC GLOBAL INVESTMENT MANAGEMENT (US) LLC906,5180.24%0.07%
15.)LAURION CAPITAL MANAGEMENT LP800,000CALL0.84%0.06%
16.)PEAK6 INVESTMENTS LP589,800PUT0.12%0.04%
17.)BAM MANAGEMENT LLC578,200CALL0.68%0.04%
18.)RBC TRUSTEES (CI) LTD541,2864.80%0.04%
19.)DEKABANK DEUTSCHE GIROZENTRALE447,8910.25%0.03%
20.)QVT FINANCIAL LP447,1700.79%0.03%