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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 %
FQ
476
First Quadrant
California
$1.1M -$34.6K -1,100 -3%
FWCM
477
Ferguson Wellman Capital Management
Oregon
$1.08M -$23.9K -760 -2%
ECM
478
Element Capital Management
New York
$1.08M +$785K +24,916 +262%
LGC
479
Laurel Grove Capital
California
$1.08M +$15.8K +500 +1%
GLA
480
Great Lakes Advisors
Illinois
$1.07M +$102K +3,229 +11%
SLF
481
Sun Life Financial
Ontario, Canada
$1.07M -$589K -18,689 -36%
MFIMFI
482
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.06M -$3.81K -121 -0.4%
BOH
483
Bank of Hawaii
Hawaii
$1.06M +$1.06M +33,690 New
Creative Planning
484
Creative Planning
Kansas
$1.06M -$1.34M -42,542 -56%
CICI
485
Capital Investment Counsel Inc
North Carolina
$1.06M -$77.8K -2,470 -7%
OMC
486
Overbrook Management Corp
New York
$1.05M – – –
PAI
487
Pittenger & Anderson Inc
Nebraska
$1.05M +$70.4K +2,235 +7%
PA
488
Profund Advisors
Maryland
$1.04M -$537K -17,028 -34%
Cambridge Investment Research Advisors
489
Cambridge Investment Research Advisors
Iowa
$1.04M +$108K +3,427 +12%
CI
490
Constellation Investments
Ohio
$1.03M -$6.3K -200 -0.6%
LP
491
LMR Partners
United Kingdom
$1.03M -$885K -28,101 -46%
TH
492
Timber Hill
Connecticut
$1.01M -$126K -4,015 -11%
1SB
493
1ST Source Bank
Indiana
$1.01M +$2.87K +91 +0.3%
AIU
494
Algebris Investments (UK)
United Kingdom
$1.01M +$1.01M +32,150 New
HAM
495
Highstreet Asset Management
Ontario, Canada
$996K -$260K -8,252 -21%
CPIM
496
Columbia Partners Investment Management
Virginia
$988K +$603K +19,143 +157%
DG
497
Davidson & Garrard
Virginia
$976K +$146K +4,646 +18%
FT
498
Fiduciary Trust
Massachusetts
$976K +$976K +30,983 New
SACTSONJ
499
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$973K – – –
MLIM
500
Mountain Lake Investment Management
Florida
$970K +$970K +30,800 New
18 19
20
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