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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 %
FNT
451
First National Trust
Pennsylvania
$1.36M +$80.6K +2,558 +6%
BBHC
452
Brown Brothers Harriman & Co
New York
$1.33M +$16.7K +530 +1%
DCC
453
Dow Chemical Company
Michigan
$1.32M +$1.32M +42,000 New
IPC
454
Independent Portfolio Consultants
Florida
$1.31M +$62.7K +1,990 +5%
MPWT
455
MassMutual Private Wealth & Trust
Connecticut
$1.31M +$21.7K +627 +2%
KC
456
Kingfisher Capital
North Carolina
$1.29M +$1.29M +41,064 New
CWM
457
Concert Wealth Management
California
$1.28M +$37.1K +1,174 +3%
MNBTD
458
Moody National Bank Trust Division
Texas
$1.27M – – –
ANRIA
459
American National Registered Investment Advisor
Texas
$1.26M – – –
SI
460
SII Investments
Wisconsin
$1.26M +$252K +8,000 +25%
V
461
Veritable
Delaware
$1.26M +$14.1K +447 +1%
BMM
462
Buffington Mohr McNeal
Idaho
$1.24M +$9.45K +300 +0.8%
TWI
463
Thomas White International
Illinois
$1.23M -$52.5K -1,668 -4%
Bank of Nova Scotia
464
Bank of Nova Scotia
Ontario, Canada
$1.23M +$29.5K +937 +2%
GCA
465
Gideon Capital Advisors
New York
$1.23M +$1.23M +38,998 New
LTFS
466
Ladenburg Thalmann Financial Services
Florida
$1.2M +$120K +3,802 +11%
CK
467
Cohen Klingenstein
New York
$1.19M – – –
JFGIW
468
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.18M +$79K +2,507 +7%
CI
469
Conning Inc
Connecticut
$1.17M -$119K -3,780 -9%
QC
470
Quadrature Capital
United Kingdom
$1.17M +$1.17M +37,043 New
CC
471
ClearArc Capital
Ohio
$1.17M -$32.7K -1,040 -3%
CIM
472
CIM Investment Management
Pennsylvania
$1.17M +$456K +14,487 +64%
Verition Fund Management
473
Verition Fund Management
Connecticut
$1.15M +$1.15M +36,520 New
BAM
474
Burgundy Asset Management
Ontario, Canada
$1.14M – – –
ICM
475
Ionic Capital Management
New York
$1.1M -$120K -3,800 -10%
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