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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.

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
1
T. Rowe Price Associates
Maryland
$3.48B
2
Ninety One (UK)
2
Ninety One (UK)
United Kingdom
$102M
3
TCIM
3
TIAA CREF Investment Management
New York
$484M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$110M
5
Prudential Financial
5
Prudential Financial
New Jersey
$143M

Top Sellers

1
CG
1
Carmignac Gestion
France
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.27B
3
Capital World Investors
3
Capital World Investors
California
$243M
4
Invesco
4
Invesco
Georgia
$955M
5
Winslow Capital Management
5
Winslow Capital Management
Minnesota
$174M
Name Market Value Shares Shares
Change 		Shares
Change %
AQR Capital Management
51
AQR Capital Management
Connecticut
$126M 4,000,278 +17,991 +0.5%
Charles Schwab
52
Charles Schwab
California
$126M 3,981,177 -10,434 -0.3%
BlackRock
53
BlackRock
New York
$125M 3,981,053 +231,165 +6%
O
54
OppenheimerFunds
New York
$125M 3,968,689 -619,400 -14%
Citadel Advisors
55
Citadel Advisors
Florida
$119M 3,777,191 -805,751 -18%
LSV Asset Management
56
LSV Asset Management
Illinois
$119M 3,774,020 +45,400 +1%
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$119M 3,768,410 -183,200 -5%
Schroder Investment Management Group
58
Schroder Investment Management Group
United Kingdom
$110M 3,477,019 +2,415,999 +228%
Goldman Sachs
59
Goldman Sachs
New York
$105M 3,338,042 -615,062 -16%
CS
60
Credit Suisse
Switzerland
$103M 3,267,712 +141,761 +5%
Ninety One (UK)
61
Ninety One (UK)
United Kingdom
$102M 3,228,489 +3,228,489 New
TD Asset Management
62
TD Asset Management
Ontario, Canada
$99.3M 3,150,987 +47,564 +2%
VFA
63
Virtus Fund Advisers
Connecticut
$92.3M 2,928,937 +538,619 +23%
Mitsubishi UFJ Trust & Banking
64
Mitsubishi UFJ Trust & Banking
Japan
$91.3M 2,898,475 +81,583 +3%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$90.9M 2,884,804 +85,043 +3%
New York State Teachers Retirement System (NYSTRS)
66
New York State Teachers Retirement System (NYSTRS)
New York
$90.5M 2,872,436 -2,518 -0.1%
RFC
67
Russell Frank Company
Washington
$89.6M 2,846,420 -161,355 -5%
Bessemer Group
68
Bessemer Group
New Jersey
$86.4M 2,741,904 +1,215,784 +80%
FI
69
Focused Investors
California
$84.1M 2,669,800 +486,300 +22%
EVM
70
Eaton Vance Management
Massachusetts
$84M 2,667,404 +2,294 +0.1%
KP
71
Kiltearn Partners
United Kingdom
$78.7M 2,499,461 -1,102,680 -31%
D.E. Shaw & Co
72
D.E. Shaw & Co
New York
$77.4M 2,456,684 +1,969,903 +405%
Adage Capital Partners
73
Adage Capital Partners
Massachusetts
$73.9M 2,347,600 -78,500 -3%
CC
74
Carlson Capital
Texas
$73.1M 2,320,950 +2,165,600 +1,394%
HSBC Holdings
75
HSBC Holdings
United Kingdom
$72.8M 2,310,609 -40,021 -2%
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