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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 %
IMAS
551
ID Management A/S
Denmark
$660K +$660K +20,938 New
HCM
552
Hodges Capital Management
Texas
$658K +$70.1K +2,225 +12%
PAM
553
Princeton Alpha Management
New Jersey
$650K +$650K +20,641 New
SEIA
554
Signature Estate & Investment Advisors
California
$645K -$8.49M -269,510 -93%
CBT
555
Central Bank & Trust
Kentucky
$643K +$8.95K +284 +1%
ATN
556
AMF Tjänstepension
Sweden
$639K – – –
LNWWM
557
Laird Norton Wetherby Wealth Management
California
$629K +$45K +1,428 +8%
OIM
558
Orca Investment Management
Oregon
$626K – – –
BG
559
Bahl & Gaynor
Ohio
$612K +$4.7K +149 +0.8%
W
560
Wealthfront
California
$611K -$154K -4,877 -20%
VAM
561
Visium Asset Management
New York
$607K +$71.4K +2,265 +13%
CAM
562
CMT Asset Management
Illinois
$605K +$605K +19,199 New
GAG
563
GM Advisory Group
New York
$583K – – –
OIA
564
Optimum Investment Advisors
Illinois
$580K +$580K +18,420 New
III
565
Independent Investors Inc
New York
$576K +$12.6K +400 +2%
OMCS
566
Old Mutual Customised Solutions
South Africa
$567K – – –
WC
567
Whitnell & Co
Illinois
$564K – – –
PGIM
568
Pacific Global Investment Management
California
$555K +$6.86K +218 +1%
DAM
569
Delta Asset Management
Tennessee
$546K – – –
PNC
570
Park National Corp
Ohio
$533K – – –
AAM
571
Advisors Asset Management
Colorado
$528K +$110K +3,503 +26%
KIG
572
Kessler Investment Group
Indiana
$520K -$3.65K -116 -0.7%
LPT
573
Legacy Private Trust
Wisconsin
$518K +$103K +3,280 +25%
WAM
574
Wolverine Asset Management
Illinois
$513K -$721K -22,900 -58%
FNFDCM
575
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$513K – – –
21 22
23
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