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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
+$172M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$102M
3
TCIM
TIAA CREF Investment Management
New York
+$99.5M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$76.1M
5
Prudential Financial
Prudential Financial
New Jersey
+$69.8M

Top Sellers

1
CG
Carmignac Gestion
France
-$381M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$179M
3
Capital World Investors
Capital World Investors
California
-$125M
4
Invesco
Invesco
Georgia
-$123M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
-$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
HW
301
Hancock Whitney
Mississippi
$5.42M +$564K +17,909 +12%
SW
302
SVB Wealth
Massachusetts
$5.41M -$95.4K -3,030 -2%
CFG
303
Cambridge Financial Group
Ohio
$5.38M -$204K -6,461 -4%
FCBT
304
First Citizens Bank & Trust
North Carolina
$5.36M -$136K -4,310 -2%
GH
305
GAM Holding
Switzerland
$5.32M -$476K -15,103 -8%
MOACM
306
Mutual of America Capital Management
New York
$5.32M +$21.5K +681 +0.4%
CIBC World Market
307
CIBC World Market
Ontario, Canada
$5.32M -$2.47M -78,431 -32%
BIM
308
Bridgecreek Investment Management
Oklahoma
$5.18M +$55.1K +1,750 +1%
QI
309
QS Investors
New York
$5.11M +$3.09M +98,000 +152%
Calamos Advisors
310
Calamos Advisors
Illinois
$5.1M +$358K +11,378 +8%
FMI
311
Factory Mutual Insurance
Massachusetts
$5.04M – – –
Rafferty Asset Management
312
Rafferty Asset Management
New York
$5.01M +$2.76M +87,466 +122%
WAM
313
World Asset Management
Michigan
$4.98M +$15.4K +490 +0.3%
LS
314
Livforsakringsbolaget Skandia
Sweden
$4.97M – – –
AI
315
Ariel Investments
Illinois
$4.9M -$22.5K -715 -0.5%
RIG
316
Renaissance Investment Group
Massachusetts
$4.73M -$146K -4,645 -3%
AAF
317
Andra AP-fonden
Sweden
$4.72M +$640K +20,300 +16%
FVCM
318
F&V Capital Management
Florida
$4.64M +$184K +5,845 +4%
SAM
319
Securian Asset Management
Minnesota
$4.5M -$74.3K -2,360 -2%
WG
320
Winton Group
United Kingdom
$4.49M -$9.83M -311,957 -69%
PGFC
321
Peapack-Gladstone Financial Corp
New Jersey
$4.46M +$2.36K +75 +0.1%
GIM
322
Grassi Investment Management
California
$4.46M -$572K -18,150 -11%
B
323
Barings
North Carolina
$4.43M -$340K -10,800 -7%
LOAMU
324
Lombard Odier Asset Management (USA)
New York
$4.42M +$462K +14,673 +12%
Squarepoint
325
Squarepoint
New York
$4.35M +$4.35M +137,952 New
11 12
13
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