MS icon

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 %
LPL Financial
376
LPL Financial
California
$2.89M -$359K -11,107 -11%
SCM
377
Sterling Capital Management
North Carolina
$2.88M -$4.55M -144,530 -61%
CCM
378
Crossvault Capital Management
Texas
$2.84M +$146K +4,650 +5%
FMBTD
379
First Midwest Bank Trust Division
Illinois
$2.83M +$200K +6,334 +8%
DY
380
Dowling & Yahnke
California
$2.79M +$178K +5,655 +7%
MHC
381
Meyer Handelman Company
New York
$2.79M – – –
FIM
382
Foresters Investment Management
New York
$2.74M -$6.3K -200 -0.2%
HCMT
383
Highland Capital Management (Tennessee)
Tennessee
$2.68M -$20.3K -645 -0.8%
RAM
384
Roanoke Asset Management
New Jersey
$2.63M +$919K +29,175 +54%
KIA
385
KCM Investment Advisors
California
$2.56M +$67.7K +2,148 +3%
DCMM
386
DG Capital Management (Massachusetts)
Massachusetts
$2.54M +$311K +9,880 +14%
MYLI
387
Meiji Yasuda Life Insurance
Japan
$2.52M +$266K +8,430 +12%
NLI
388
Nippon Life Insurance
Japan
$2.47M -$286K -9,085 -10%
William Blair & Company
389
William Blair & Company
Illinois
$2.44M +$88.2K +2,802 +4%
LMGAM
390
Liberty Mutual Group Asset Management
Massachusetts
$2.41M +$19.4K +617 +0.8%
TCM
391
Twin Capital Management
Pennsylvania
$2.37M -$3.15K -100 -0.1%
AF
392
Ally Financial
Michigan
$2.36M +$2.36M +75,000 New
ED
393
Exane Derivatives
France
$2.33M +$2.03M +64,568 +688%
SLI
394
Sumitomo Life Insurance
Japan
$2.31M -$58.9K -1,868 -2%
HNB
395
Huntington National Bank
Ohio
$2.3M -$144K -4,584 -6%
GAM
396
Gotham Asset Management
New York
$2.27M +$2.09M +66,239 +1,122%
ST
397
Spot Trading
Illinois
$2.24M +$2.23M +70,783 +27,224%
HIM
398
Hutchens Investment Management
New Hampshire
$2.22M +$3.21K +102 +0.1%
MFS
399
McNamara Financial Services
Massachusetts
$2.22M +$3.21K +102 +0.1%
NEI
400
Northwest & Ethical Investments
Ontario, Canada
$2.21M – – –
14 15
16
17 18