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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 %
BKBG
826
BHF Kleinwort Benson Group
Belgium
– – -48,030 Closed
KJHP
827
K.J. Harrison & Partners
Ontario, Canada
– – -47,700 Closed
Jacobs Levy Equity Management
828
Jacobs Levy Equity Management
New Jersey
– – -41,830 Closed
MLL
829
Moody Lynn & Lieberson
Massachusetts
– – -41,060 Closed
ID
830
Integral Derivatives
New York
– – -31,616 Closed
CC
831
Coastland Capital
California
– – -31,359 Closed
BPC
832
Banque Pictet & Cie
Switzerland
– – -28,194 Closed
AWA
833
AmeriServ Wealth Advisors
Pennsylvania
– – -22,230 Closed
AAP
834
Ardsley Advisory Partners
Connecticut
– – -20,000 Closed
FTIOP
835
Fiduciary Trust International of Pennsylvania
Pennsylvania
– – -19,932 Closed
BIM
836
Beach Investment Management
Pennsylvania
– – -19,710 Closed
GCA
837
Guardian Capital Advisors
Ontario, Canada
– – -18,200 Closed
SCA
838
Secor Capital Advisors
New York
– – -18,108 Closed
Twin Tree Management
839
Twin Tree Management
Texas
– – -17,182 Closed
HMS
840
Hanseatic Management Services
New Mexico
– – -15,680 Closed
AGM
841
Alpine Global Management
New York
– – -15,589 Closed
B
842
Bailard
California
– – -12,954 Closed
MFS
843
MSI Financial Services
Massachusetts
– – -12,561 Closed
ZIM
844
Zacks Investment Management
Illinois
– – -11,343 Closed
SAM
845
Shikiar Asset Management
New York
– – -10,000 Closed
PRC
846
Platte River Capital
Colorado
– – -9,610 Closed
PFC
847
Phocas Financial Corp
California
– – -8,904 Closed
RBC
848
Ronald Blue & Co
Georgia
– – -8,779 Closed
MTIM
849
Marathon Trading Investment Management
Pennsylvania
– – -7,325 Closed
SHA
850
Smith Hayes Advisers
Nebraska
– – -6,950 Closed
32 33
34
35 36