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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 Holding Trade Value Shares
Change 		Shares
Change %
SHWM
851
Smith & Howard Wealth Management
Georgia
– -$266K -6,850 Closed
FG
852
Fiduciary Group
Georgia
– -$266K -6,845 Closed
AI
853
Atria Investments
North Carolina
– -$255K -6,581 Closed
PTC
854
Petrus Trust Company
Texas
– -$245K -6,324 Closed
CNAM
855
Campbell Newman Asset Management
Wisconsin
– -$242K -6,244 Closed
KFC
856
Klingenstein Fields & Co
New York
– -$240K -6,200 Closed
BP
857
Ballentine Partners
Massachusetts
– -$237K -6,112 Closed
LDB
858
Lee, Danner & Bass
Tennessee
– -$233K -6,000 Closed
FFBTD
859
First Financial Bank - Trust Division
Ohio
– -$232K -6,000 Closed
DTL
860
Dynamic Technology Lab
Singapore
– -$233K -5,995 Closed
FAM
861
Formidable Asset Management
Ohio
– -$226K -5,837 Closed
HFS
862
HL Financial Services
Kentucky
– -$226K -5,815 Closed
EM
863
Excalibur Management
Massachusetts
– -$224K -5,780 Closed
SWP
864
Stratos Wealth Partners
Ohio
– -$224K -5,769 Closed
WS
865
Wedbush Securities
California
– -$224K -5,765 Closed
CHA
866
Cedar Hill Associates
Illinois
– -$219K -5,641 Closed
HB
867
Homrich & Berg
Georgia
– -$214K -5,527 Closed
OWD
868
Osborn Williams & Donohoe
Ohio
– -$216K -5,456 Closed
CIC
869
Crawford Investment Counsel
Georgia
– -$211K -5,450 Closed
TCB
870
Texas Capital Bancshares
Texas
– -$202K -5,206 Closed
SRAM
871
Stone Ridge Asset Management
New York
– -$202K -5,200 Closed
EWM
872
Evermay Wealth Management
Virginia
– -$201K -5,175 Closed
CFA
873
Camarda Financial Advisors
Florida
– -$57K -1,473 Closed
BRWM
874
B. Riley Wealth Management
Tennessee
– -$48K -1,247 Closed
BFEC
875
Benjamin F. Edwards & Company
Missouri
– -$39K -1,000 Closed
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