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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 %
BCFS
801
Butensky & Cohen Financial Security
Florida
$2K 51 – –
AssetMark Inc
802
AssetMark Inc
California
$2K 69 +69 New
CWM
803
Cranbrook Wealth Management
Michigan
$1K 18 – –
CG
804
Carmignac Gestion
France
– – -9,822,903 Closed
BCM
805
Barometer Capital Management
Ontario, Canada
– – -773,750 Closed
EA
806
Euclid Advisors
Connecticut
– – -351,362 Closed
PC
807
PointState Capital
New York
– – -337,800 Closed
JCM
808
Junto Capital Management
New York
– – -282,500 Closed
Connor, Clark & Lunn Investment Management (CC&L)
809
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– – -234,600 Closed
JAM
810
Jupiter Asset Management
United Kingdom
– – -230,253 Closed
BIC
811
Beach Investment Counsel
Pennsylvania
– – -213,706 Closed
CM
812
Churchill Management
California
– – -206,162 Closed
Westfield Capital Management
813
Westfield Capital Management
Massachusetts
– – -156,237 Closed
FSA
814
Financial Sense Advisors
California
– – -152,335 Closed
GCA
815
Greenwood Capital Associates
South Carolina
– – -141,030 Closed
CWA
816
Constellation Wealth Advisors
New York
– – -136,275 Closed
BAAM
817
Baker Avenue Asset Management
California
– – -130,032 Closed
MAM
818
Meeder Asset Management
Ohio
– – -91,468 Closed
BA
819
Bridgewater Associates
Connecticut
– – -80,255 Closed
SAM
820
Strategy Asset Managers
California
– – -65,928 Closed
CANY
821
Caxton Associates (New York)
New York
– – -61,800 Closed
Voloridge Investment Management
822
Voloridge Investment Management
Florida
– – -58,700 Closed
QIM
823
Quantitative Investment Management
Virginia
– – -56,400 Closed
TI
824
Trexquant Investment
Connecticut
– – -54,600 Closed
MSP
825
Madison Street Partners
Colorado
– – -54,095 Closed
31 32
33
34 35