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 %
RIL
526
Rothschild Investment LLC
Illinois
$797K +$9.68K +307 +1%
RFC
527
Regions Financial Corp
Alabama
$796K +$18.9K +599 +2%
Wealth Enhancement Advisory Services
528
Wealth Enhancement Advisory Services
Minnesota
$791K +$129K +3,909 +19%
IG
529
ING Group
Netherlands
$774K -$13.1M -416,924 -94%
UCFA
530
United Capital Financial Advisors
Texas
$759K +$21K +665 +3%
Walleye Trading
531
Walleye Trading
New York
$759K +$114K +3,618 +18%
AP
532
Advisor Partners
California
$754K -$114K -3,607 -13%
CC
533
Courier Capital
New York
$753K +$6.3K +200 +0.8%
TBA
534
Train Babcock Advisors
New York
$739K – – –
Jane Street
535
Jane Street
New York
$738K +$458K +14,549 +164%
FAAS
536
First Allied Advisory Services
California
$734K +$39.1K +1,242 +6%
ECM
537
Everence Capital Management
Indiana
$719K – – –
EDRH
538
Edmond de Rothschild Holding
Switzerland
$716K -$94.5K -3,000 -12%
PAG
539
Private Advisor Group
New Jersey
$700K +$217K +6,879 +45%
SEC
540
Seven Eight Capital
New York
$699K +$680K +21,600 +3,594%
DVM
541
Dreman Value Management
Florida
$698K +$165K +5,221 +31%
CCT
542
Country Club Trust
Missouri
$695K -$5.93K -188 -0.8%
RTIM
543
Round Table Investment Management
North Carolina
$693K – – –
DLG
544
Daniel L. Goodwin
$693K – – –
BC
545
Banced Corp
Illinois
$686K -$112K -3,539 -14%
TH
546
TCTC Holdings
Texas
$684K – – –
TCM
547
Tributary Capital Management
Nebraska
$680K – – –
IIM
548
Intact Investment Management
Quebec, Canada
$677K +$72.4K +2,300 +12%
TSWM
549
Triangle Securities Wealth Management
North Carolina
$669K -$25.4K -805 -4%
CB
550
Commerce Bank
Missouri
$660K +$35.4K +1,125 +6%
20 21
22
23 24