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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 %
HPC
676
HM Payson & Co
Maine
$215K – – –
ATC
677
Argent Trust Co
Tennessee
$212K – – –
CC
678
Cornerstone Capital
California
$209K – – –
FMLI
679
Fukoku Mutual Life Insurance
Japan
$208K -$22.1K -700 -10%
NPF
680
Norris Perne & French
Michigan
$208K +$14.8K +468 +8%
RMDI
681
R.M. Davis Inc
Maine
$205K +$205K +6,520 New
SRSA
682
S.R. Schill & Associates
Washington
$204K -$5.42K -172 -3%
BF
683
BOK Financial
Oklahoma
$204K +$5.32K +169 +3%
LOAMS
684
Lombard Odier Asset Management (Switzerland)
Switzerland
$202K -$448K -14,161 -69%
CSMF
685
Charles Stewart Mott Foundation
Michigan
$202K +$202K +6,422 New
Baird Financial Group
686
Baird Financial Group
Wisconsin
$201K -$818 -26 -0.4%
SLG
687
Stanley-Laman Group
Pennsylvania
$193K +$14.8K +471 +8%
PCM
688
Prelude Capital Management
New York
$172K +$45.8K +1,451 +36%
Acadian Asset Management
689
Acadian Asset Management
Massachusetts
$167K -$292K -9,308 -64%
MGIA
690
Moneta Group Investment Advisors
Missouri
$160K -$124K -3,935 -44%
ECM
691
Estabrook Capital Management
New York
$148K +$3.15K +100 +2%
PG
692
Patten Group
Tennessee
$147K +$19.4K +616 +15%
SC
693
SRB Corp
Massachusetts
$144K +$23.3K +740 +19%
DBT
694
Dubuque Bank & Trust
Iowa
$141K +$9.68K +308 +7%
SF
695
Synovus Financial
Georgia
$137K +$3.95K +126 +3%
RFS
696
Rockefeller Financial Services
New York
$134K – – –
First Manhattan
697
First Manhattan
New York
$132K +$7.87K +250 +6%
SAMC
698
Shinko Asset Management Company
Japan
$131K -$7.29K -231 -5%
TCOV
699
Trust Company of Vermont
Vermont
$130K +$4.89K +155 +4%
LWCFA
700
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$128K – – –
26 27
28
29 30