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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 %
PAM
701
PT Asset Management
Illinois
$124K -$908K -28,950 -88%
FHA
702
First Horizon Advisors
Tennessee
$117K – – –
RIA
703
Regal Investment Advisors
Michigan
$114K +$502 +16 +0.4%
WG
704
Welch Group
Alabama
$113K +$31.4K +1,000 +38%
IWM
705
Integrated Wealth Management
California
$111K +$1.13K +36 +1%
AWM
706
Avior Wealth Management
Nebraska
$101K – – –
CB
707
Community Bank
New York
$98K -$7.9K -250 -7%
FFC
708
First Financial Corp
Indiana
$98K +$15.8K +500 +19%
AIM
709
Advantage Investment Management
Iowa
$93K – – –
PFBT
710
Parkside Financial Bank & Trust
Missouri
$90K +$90K +2,871 New
HCM
711
Highlander Capital Management
New Jersey
$86K – – –
JIM
712
Jupiter Investment Management
United Kingdom
$85K +$85K +2,700 New
BCM
713
Brookstone Capital Management
Illinois
$84K +$2.38K +76 +3%
EWM
714
Edge Wealth Management
New York
$82K – – –
WA
715
WFG Advisors
Texas
$76K +$31 +1 +0%
FCCM
716
First City Capital Management
Georgia
$68.1K – – –
MBT
717
Monroe Bank & Trust
Michigan
$63K – – –
WCM
718
Wealthcare Capital Management
Virginia
$58K -$1.58M -50,167 -96%
CGT
719
Capital Guardian Trust
California
$58K -$12.9K -410 -18%
ZB
720
Zions Bancorporation
Utah
$57K +$33.7K +996 +145%
TFA
721
Transamerica Financial Advisors
Florida
$55K -$238K -7,488 -81%
KA
722
Klingman & Associates
New York
$53K – – –
IC
723
IKOS CIF
Cyprus
$50K +$50K +1,600 New
BCA
724
Bray Capital Advisors
Florida
$49K -$4.74K -150 -9%
ATC
725
Adirondack Trust Company
New York
$49K +$2.53K +80 +5%
27 28
29
30 31