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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
$3.48B
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
$102M
3
TCIM
TIAA CREF Investment Management
New York
$484M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$110M
5
Prudential Financial
Prudential Financial
New Jersey
$143M

Top Sellers

1
CG
Carmignac Gestion
France
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.27B
3
Capital World Investors
Capital World Investors
California
$243M
4
Invesco
Invesco
Georgia
$955M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
$174M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBU
576
CIBC Bank USA
Illinois
$507K +$1.32K +42 +0.3%
WP
577
WMS Partners
Maryland
$500K -$61.2K -1,943 -11%
CAL
578
Capital Analysts LLC
Pennsylvania
$500K +$11.3K +360 +2%
PSUF
579
People's United Financial
Connecticut
$498K -$247K -7,846 -33%
QAM
580
Quantres Asset Management
Cayman Islands
$491K +$491K +15,600 New
DSC
581
Duncker Streett & Co
Missouri
$489K +$1.58K +50 +0.3%
KPCM
582
Kings Point Capital Management
New York
$486K – – –
CCM
583
Cullen Capital Management
New York
$479K – – –
SSWM
584
Sheets Smith Wealth Management
North Carolina
$478K – – –
SIG
585
Schooner Investment Group
Pennsylvania
$473K -$315K -10,000 -40%
WWM
586
Willingdon Wealth Management
North Carolina
$472K -$6.29K -200 -1%
TCT
587
TIAA CREF Trust
Missouri
$466K +$55.4K +1,756 +13%
CIP
588
Cornerstone Investment Partners
Georgia
$462K -$18.5K -586 -4%
DCM
589
Dynamic Capital Management
Jersey
$460K +$460K +14,602 New
ARM
590
Adirondack Research & Management
New York
$457K -$16.5K -525 -3%
AF
591
Adirondack Funds
New York
$457K +$457K +14,500 New
FNB
592
First Niagara Bank
New York
$444K +$2.21K +70 +0.5%
Jones Financial Companies
593
Jones Financial Companies
Missouri
$441K -$202K -6,418 -31%
TRCT
594
Tower Research Capital (TRC)
New York
$441K +$366K +11,615 +487%
RIM
595
Regent Investment Management
Kentucky
$436K +$9.44K +300 +2%
SPC
596
Sigma Planning Corp
Michigan
$430K -$4.26K -135 -1%
BB
597
Bell Bank
North Dakota
$429K -$19.6K -623 -4%
Dodge & Cox
598
Dodge & Cox
California
$429K – – –
CIBC Private Wealth Group
599
CIBC Private Wealth Group
Georgia
$428K -$119K -3,768 -22%
AIM
600
Assured Investment Management
New York
$427K +$427K +13,553 New
22 23
24
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