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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 %
FTI
651
Fiduciary Trust International
Massachusetts
$274K -$189K -6,000 -41%
TIA
652
Tiemann Investment Advisors
California
$265K -$12.6K -400 -5%
CL
653
CPWM LLC
Washington
$253K +$253K +8,031 New
LNB
654
Ledyard National Bank
$252K – – –
CF
655
CenterStar Fund
Illinois
$251K – – –
BCM
656
Bluefin Capital Management
New York
$246K +$16.9K +536 +7%
IH
657
IFC Holdings
Florida
$239K -$31.3K -978 -12%
TC
658
TradeLink Capital
Illinois
$236K +$236K +7,500 New
ACM
659
Alta Capital Management
Utah
$236K +$691 +22 +0.3%
FNBT
660
FineMark National Bank & Trust
Florida
$231K +$3.69K +117 +2%
LCP
661
Lombardia Capital Partners
California
$229K -$37.2K -1,180 -14%
DCLA
662
Douglas C. Lane & Associates
New York
$229K +$28.7K +912 +14%
WIC
663
Woodmont Investment Counsel
Tennessee
$228K -$39.4K -1,250 -15%
MA
664
MCF Advisors
Kentucky
$228K +$851 +27 +0.4%
BAS
665
Brown Advisory Securities
Maryland
$227K +$227K +7,128 New
CL
666
Choreo LLC
Illinois
$226K +$226K +7,176 New
LC
667
Loews Corp
New York
$225K – – –
SCM
668
SOL Capital Management
Maryland
$225K – – –
FA
669
FDx Advisors
Illinois
$224K -$165K -5,240 -42%
JWBC
670
J.W. Burns & Co
New York
$223K – – –
RC
671
RegentAtlantic Capital
New Jersey
$222K -$3.15K -100 -1%
BBA
672
BLB&B Advisors
Pennsylvania
$220K -$4.93K -156 -2%
BAM
673
Brave Asset Management
New Jersey
$219K – – –
CCM
674
Cupps Capital Management
Illinois
$216K -$1.81M -57,498 -89%
RC
675
Reik & Co
New York
$216K – – –
25 26
27
28 29