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Morgan Stanley
MS

Overview Fund Activity

803 hedge funds and large institutions have $50.7B invested in Morgan Stanley in 2015 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 334 increasing their positions, 260 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
803
Holders Change
-6
Holders Change %
-0.74%
% of All Funds
22.44%
Holding in Top 10
18
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-35.71%
% of All Funds
0.5%
New
79
Increased
334
Reduced
260
Closed
79
Calls
$472M
Puts
$1.26B
Net Calls
-$792M
Net Calls Change
-$98M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.48B
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
$102M
3
TCIM
TIAA CREF Investment Management
New York
$484M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$110M
5
Prudential Financial
Prudential Financial
New Jersey
$143M

Top Sellers

1
CG
Carmignac Gestion
France
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.27B
3
Capital World Investors
Capital World Investors
California
$243M
4
Invesco
Invesco
Georgia
$955M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
$174M
Name Holding Trade Value Shares
Change 		Shares
Change %
EIM
226
ExxonMobil Investment Management
Texas
$11M +$272K +8,640 +3%
Macquarie Group
227
Macquarie Group
Australia
$11M -$699K -22,200 -6%
CIM
228
Calvert Investment Management
Maryland
$11M -$326K -10,342 -3%
PAM
229
Premier Asset Management
Illinois
$10.8M +$113K +3,600 +1%
CA
230
Commerzbank Aktiengesellschaft
Germany
$10.6M -$13.3M -421,818 -56%
CSS
231
Cubist Systematic Strategies
Connecticut
$10.4M +$9.43M +299,279 +949%
Axa
232
Axa
France
$10.2M +$808K +25,661 +9%
DIA
233
Davidson Investment Advisors
Montana
$10.2M -$905K -28,739 -8%
MC
234
Muhlenkamp & Co
Pennsylvania
$10.1M +$5.2K +165 +0.1%
CRC
235
Curi RMB Capital
Illinois
$9.59M +$9.59M +304,329 New
WBC
236
Westpac Banking Corp
Australia
$9.47M +$4.03M +127,790 +74%
JCP
237
Jabre Capital Partners
Switzerland
$9.44M +$3.08M +98,000 +49%
HP
238
Hosking Partners
United Kingdom
$9.41M +$9.41M +298,601 New
Truist Financial
239
Truist Financial
North Carolina
$9.34M +$8.08M +256,453 +639%
EIM
240
Essex Investment Management
Massachusetts
$9.32M – – –
BCMNY
241
Buckingham Capital Management (New York)
New York
$9.28M -$267K -8,468 -3%
FAF
242
Fjarde Ap-fonden
Sweden
$9.09M -$468K -14,869 -5%
URS
243
Utah Retirement Systems
Utah
$8.64M +$47.2K +1,500 +0.5%
CBOA
244
Commonwealth Bank of Australia
Australia
$8.49M -$45.3K -1,438 -0.5%
MME
245
Meag Munich Ergo
Germany
$8.24M – – –
Lord, Abbett & Co
246
Lord, Abbett & Co
New Jersey
$8.22M -$2.7M -85,825 -25%
SAM
247
Shell Asset Management
Netherlands
$7.89M +$1.4M +40,460 +22%
LM
248
Lincluden Management
Ontario, Canada
$7.89M -$1.12M -35,435 -12%
AG
249
Artal Group
Luxembourg
$7.88M +$7.88M +250,000 New
Mirae Asset Global Investments
250
Mirae Asset Global Investments
South Korea
$7.84M +$1.11M +35,111 +16%
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