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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 %
Janney Montgomery Scott
501
Janney Montgomery Scott
Pennsylvania
$961K +$32 +1 +0%
NERM
502
New England Research & Management
Illinois
$961K +$635K +20,150 +194%
MYAM
503
Meiji Yasuda Asset Management
Japan
$959K +$240K +7,630 +33%
BCMO
504
Buckingham Capital Management (Ohio)
Ohio
$956K +$264K +8,376 +38%
BCM
505
Brown Capital Management
Maryland
$946K +$103K +3,279 +12%
AAIM
506
American Assets Investment Management
California
$945K – – –
CNBT
507
Canandaigua National Bank & Trust
New York
$942K +$22K +697 +2%
WIA
508
Westbourne Investment Advisors
Maryland
$936K +$92K +2,920 +11%
EIA
509
Edgemoor Investment Advisors
Maryland
$936K +$936K +29,715 New
TYCC
510
Texas Yale Capital Corp
Florida
$925K – – –
VIA
511
Vantage Investment Advisors
Pennsylvania
$925K +$28.7K +910 +3%
MC
512
Miles Capital
Iowa
$899K -$13.8K -439 -2%
WPC
513
White Pine Capital
Minnesota
$880K +$7.87K +250 +0.9%
PAM
514
PartnerRe Asset Management
Connecticut
$869K -$5.99K -190 -0.7%
UOC
515
UBS O'Connor
Illinois
$867K +$867K +27,538 New
BGDI
516
BW Gestao de Investimentos
Brazil
$866K – – –
CAM
517
Cacti Asset Management
Georgia
$851K – – –
RJFSA
518
Raymond James Financial Services Advisors
Florida
$843K +$330K +10,484 +64%
DPIM
519
Duff & Phelps Investment Management
Illinois
$827K -$43.5K -1,380 -5%
NONA
520
Ninety One North America
New York
$827K +$827K +26,263 New
WBG
521
Wharton Business Group
Pennsylvania
$816K – – –
CCM
522
CrestPoint Capital Management
Missouri
$816K +$526K +16,700 +182%
SM
523
Salzhauer Michael
$814K – – –
CCM
524
Cadence Capital Management
Massachusetts
$810K +$810K +25,701 New
BTS
525
BB&T Securities
Virginia
$805K -$41.3K -1,313 -5%
19 20
21
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