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Morgan Stanley
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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 %
Allianz Asset Management
76
Allianz Asset Management
Germany
$71M 2,255,017 +181,538 +9%
AL
77
AJO LP
Pennsylvania
$70.7M 2,244,651 -81,099 -3%
MTB
78
Mizuho Trust & Banking
Japan
$69.2M 2,198,084 -113,742 -5%
Thrivent Financial for Lutherans
79
Thrivent Financial for Lutherans
Minnesota
$67M 2,127,430 -184,970 -8%
State of Tennessee, Department of Treasury
80
State of Tennessee, Department of Treasury
Tennessee
$66.6M 2,115,037 +307,199 +17%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$66.2M 2,101,451 -401,089 -16%
Millennium Management
82
Millennium Management
New York
$65.7M 2,085,201 +1,938,943 +1,326%
AII
83
AGF Investments Inc
Ontario, Canada
$65.6M 2,076,444 +2,046,944 +6,939%
RhumbLine Advisers
84
RhumbLine Advisers
Massachusetts
$65M 2,063,262 +39,528 +2%
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$64.9M 2,059,232 +4,150 +0.2%
Principal Financial Group
86
Principal Financial Group
Iowa
$63.3M 2,009,821 +40,997 +2%
Public Employees Retirement Association of Colorado
87
Public Employees Retirement Association of Colorado
Colorado
$62.9M 1,997,126 +68,320 +4%
BGIM
88
Brandywine Global Investment Management
Pennsylvania
$61.3M 1,947,395 +293,212 +18%
State of Wisconsin Investment Board
89
State of Wisconsin Investment Board
Wisconsin
$60.4M 1,916,286 -120,013 -6%
Citigroup
90
Citigroup
New York
$60.1M 1,908,858 +1,057,803 +124%
BJ
91
BlackRock Japan
Japan
$59.3M 1,883,113 +114,141 +6%
AIM
92
abrdn Investment Management
United Kingdom
$58.7M 1,865,546 +1,865,546 New
GI
93
GAMCO Investors
Connecticut
$58.5M 1,856,151 -274,350 -13%
State of New Jersey Common Pension Fund D
94
State of New Jersey Common Pension Fund D
New Jersey
$58.3M 1,850,000 – –
Fifth Third Bancorp
95
Fifth Third Bancorp
Ohio
$57.8M 1,833,850 +105,150 +6%
PPA
96
Parametric Portfolio Associates
Washington
$56.4M 1,790,107 -65,891 -4%
1832 Asset Management
97
1832 Asset Management
Ontario, Canada
$55.3M 1,749,930 -900,750 -34%
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$52.4M 1,664,329 +975,631 +142%
Retirement Systems of Alabama
99
Retirement Systems of Alabama
Alabama
$51.4M 1,631,247 -21,976 -1%
Hotchkis & Wiley Capital Management
100
Hotchkis & Wiley Capital Management
California
$51.4M 1,630,200 -54,700 -3%
2 3
4
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