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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 %
BA
251
Boston Advisors
Massachusetts
$7.8M -$619K -19,655 -7%
SIM
252
Sentry Investment Management
Wisconsin
$7.53M +$2.39M +75,951 +47%
TU
253
TDAM USA
Ontario, Canada
$7.41M -$364K -11,553 -5%
Natixis Advisors
254
Natixis Advisors
Massachusetts
$7.34M -$145K -4,609 -2%
TCGI
255
Three Corner Global Investors
New York
$7.33M +$7.33M +232,700 New
NLGIA
256
Nippon Life Global Investors Americas
New York
$7.33M – – –
HIMC
257
Heritage Investors Management Corp
Maryland
$7.23M +$285K +9,036 +4%
OPERF
258
Oregon Public Employees Retirement Fund
Oregon
$7.19M -$100K -3,174 -1%
Cohen & Steers
259
Cohen & Steers
New York
$7.17M -$1.73M -55,000 -19%
AH
260
Achievement Holdings
Illinois
$6.97M +$3.52M +111,700 +102%
BCAM
261
Boston Common Asset Management
Massachusetts
$6.95M +$929K +29,480 +15%
M&T Bank
262
M&T Bank
New York
$6.93M +$1.61M +51,196 +30%
UAM
263
UAS Asset Management
New York
$6.88M +$1.57M +49,825 +30%
Victory Capital Management
264
Victory Capital Management
Texas
$6.88M -$877K -27,839 -11%
WB
265
WesBanco Bank
West Virginia
$6.81M – – –
Janus Henderson Group
266
Janus Henderson Group
United Kingdom
$6.76M – – –
TRSOTSOK
267
Teachers Retirement System of the State of Kentucky
Kentucky
$6.68M -$5.08M -161,300 -43%
PA
268
Pinnacle Associates
New York
$6.64M -$140K -4,458 -2%
MCM
269
Maltese Capital Management
New York
$6.62M -$1.41M -44,700 -18%
SCP
270
Sandhill Capital Partners
New York
$6.61M -$1.01M -32,017 -13%
CC
271
Colrain Capital
Massachusetts
$6.54M -$551K -17,500 -8%
OC
272
Oppenheimer & Co
New York
$6.51M +$223K +7,066 +4%
CIBC Asset Management
273
CIBC Asset Management
Ontario, Canada
$6.48M -$821K -26,055 -11%
CC
274
Curian Capital
Colorado
$6.46M -$2.73M -86,771 -30%
DADC
275
D.A. Davidson & Co
Montana
$6.41M -$420K -13,320 -6%
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