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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 %
AIC
326
Argus Investors Counsel
New York
$4.34M -$63K -2,000 -1%
Asset Management One
327
Asset Management One
Japan
$4.33M -$731K -23,521 -14%
SC
328
Scotia Capital
Ontario, Canada
$4.3M -$519K -16,501 -11%
LMIM
329
Lockheed Martin Investment Management
Maryland
$4.22M -$9M -285,870 -68%
OI
330
Oakbrook Investments
Illinois
$4.18M +$868K +27,550 +26%
CLOS
331
Compagnie Lombard Odier SCmA
Switzerland
$4.14M +$288K +9,130 +7%
ST
332
Sentinel Trust
Texas
$4.13M +$255K +8,110 +7%
Stifel Financial
333
Stifel Financial
Missouri
$4.02M -$206K -6,537 -5%
LBC
334
Lowe Brockenbrough & Co
Virginia
$4M +$5.64K +179 +0.1%
CAM
335
Capstone Asset Management
Texas
$3.97M -$6.71M -213,060 -63%
SM
336
Stratton Management
Pennsylvania
$3.96M +$1.15M +36,355 +41%
HAI
337
Hennessy Advisors Inc
California
$3.94M +$1.04M +33,000 +36%
MCM
338
Moore Capital Management
New York
$3.94M +$3.94M +125,000 New
Robeco Institutional Asset Management
339
Robeco Institutional Asset Management
Netherlands
$3.94M – – –
LCP
340
LGT Capital Partners
Switzerland
$3.71M +$550K +17,460 +17%
AF
341
Arrow Financial
New York
$3.69M -$20.3K -645 -0.5%
WPIC
342
White Pine Investment Company
Michigan
$3.69M -$16.1K -511 -0.4%
ERSOT
343
Employees Retirement System of Texas
Texas
$3.69M +$189K +6,000 +5%
KWILP
344
Kiwi Wealth Investments Limited Partnership
New Zealand
$3.65M +$3.65M +115,821 New
SMDAM
345
Sumitomo Mitsui DS Asset Management
Japan
$3.63M -$41K -1,301 -1%
OA
346
OFI Advisors
Pennsylvania
$3.52M +$280K +8,890 +9%
ACI
347
Alpha Cubed Investments
California
$3.52M +$94.3K +2,860 +3%
LSERS
348
Louisiana State Employees Retirement System
Louisiana
$3.51M -$22.1K -700 -0.6%
BCM
349
BlueCrest Capital Management
Jersey
$3.5M +$3.5M +111,171 New
Grantham, Mayo, Van Otterloo & Co (GMO)
350
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.46M -$7.54M -239,400 -69%
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