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
$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 %
SFM
601
Systematic Financial Management
New Jersey
$425K – – –
EDRE
602
Edmond de Rothschild (Europe)
Luxembourg
$425K – – –
DI
603
Diligent Investors
California
$424K +$19.5K +600 +5%
BDF
604
Balasa Dinverno & Foltz
$418K -$41.5K -1,317 -9%
MMPW
605
Mitchell McLeod Pugh & Williams
Alabama
$413K – – –
RCM
606
Reynolds Capital Management
Nevada
$413K +$59.9K +1,900 +17%
WOC
607
West Oak Capital
California
$412K -$1.58K -50 -0.4%
CCA
608
Checchi Capital Advisers
California
$410K +$30.5K +969 +8%
SI
609
Stephens Inc
Arkansas
$400K +$4.5K +143 +1%
AT
610
Arden Trust
Delaware
$397K +$168K +5,331 +73%
VIA
611
Vident Investment Advisory
Georgia
$396K +$97.3K +3,091 +33%
Tudor Investment Corp
612
Tudor Investment Corp
Connecticut
$394K +$394K +12,500 New
RJT
613
Raymond James Trust
Florida
$389K -$536 -17 -0.1%
GF
614
Gerstein Fisher
New York
$387K +$38.4K +1,218 +11%
CTC
615
Central Trust Company
Missouri
$385K +$131K +4,152 +51%
KWMG
616
King Wealth Management Group
Florida
$382K +$1.76K +56 +0.5%
FDS
617
First Dallas Securities
Texas
$379K +$22.1K +700 +6%
CONA
618
Capital One National Association
New York
$375K +$14.8K +471 +4%
I
619
IberiaBank
Louisiana
$374K +$16.4K +521 +5%
WSFS
620
Wilmington Savings Fund Society
Delaware
$368K – – –
WIS
621
Wright Investors Service
Connecticut
$359K – – –
CAN
622
Cetera Advisor Networks
California
$356K +$50.4K +1,591 +17%
SRC
623
Shufro Rose & Co
New York
$349K -$9.43K -300 -3%
HVIA
624
Hudson Valley Investment Advisors
New York
$349K +$349K +11,085 New
SC
625
Savant Capital
Illinois
$334K +$3.15K +100 +1%
23 24
25
26 27