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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 %
BBPWM
726
Blue Bell Private Wealth Management
Pennsylvania
$44K -$6.24K -200 -12%
WTB
727
Washington Trust Bank
Washington
$42K – – –
PSI
728
Pinnacle Summer Investments
Virginia
$42K – – –
AA
729
Apriem Advisors
California
$41K -$31.5K -1,000 -43%
PMFA
730
Plante Moran Financial Advisors
Michigan
$40K +$26K +829 +187%
SSB
731
Sandy Spring Bank
Maryland
$39K +$3.81K +119 +11%
SNT
732
Security National Trust
West Virginia
$38K – – –
WA
733
WealthTrust-Arizona
Arizona
$38K – – –
TCM
734
Tradewinds Capital Management
Washington
$38K – – –
S
735
SignatureFD
Georgia
$38K +$17.7K +561 +87%
FNYS
736
First New York Securities
New York
$34.7K +$34.7K +1,100 New
CAL
737
Capital Advisors Ltd
Ohio
$34K – – –
ASN
738
Advisory Services Network
Georgia
$34K +$63 +2 +0.2%
EP
739
Edinburgh Partners
United Kingdom
$33K – – –
MCM
740
MV Capital Management
Maryland
$32K +$4.73K +150 +17%
BC
741
Bartlett & Co
Ohio
$32K +$6.25K +200 +24%
EFSCE
742
Enterprise Financial Services Corp (EFSC)
Missouri
$31K +$3.13K +100 +11%
TSU
743
TD Securities (USA)
New York
$27K -$19.3M -621,453 -100%
WTC
744
WhitTier Trust Company
Nevada
$27K -$2.33K -75 -8%
BWA
745
Burt Wealth Advisors
Maryland
$27K – – –
CFA
746
Carroll Financial Associates
North Carolina
$27K +$973 +32 +4%
LWA
747
Lenox Wealth Advisors
New York
$27K +$18.7K +600 +226%
HPBT
748
High Point Bank & Trust
North Carolina
$26K – – –
FWM
749
Focused Wealth Management
New York
$26K – – –
VNA
750
Valley National Advisers
Pennsylvania
$26K – – –
28 29
30
31 32