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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
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 %
ASRS
201
Arizona State Retirement System
Arizona
$13.1M +$13.1M +416,914 New
OTPPB
202
Ontario Teachers' Pension Plan Board
Ontario, Canada
$13M -$10.8M -343,274 -45%
VRS
203
Virginia Retirement Systems
Virginia
$12.9M +$3.38M +107,209 +36%
VFAM
204
Valley Forge Asset Management
Pennsylvania
$12.9M -$799K -25,359 -6%
WCP
205
Welch Capital Partners
New York
$12.8M +$2.77K +88 +0%
AIA
206
Affinity Investment Advisors
California
$12.7M +$12.7M +403,907 New
Public Sector Pension Investment Board (PSP Investments)
207
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$12.6M -$4M -127,000 -24%
EAM
208
EverPoint Asset Management
Connecticut
$12.6M +$12.6M +400,000 New
Wellington Management Group
209
Wellington Management Group
Massachusetts
$12.5M +$10.8M +343,417 +658%
HIMCH
210
Hartford Investment Management Co (HIMCO)
Connecticut
$12.3M -$36.5K -1,160 -0.3%
HJMC
211
Hellman Jordan Management Company
Massachusetts
$12.1M +$4.4M +139,768 +57%
CCMH
212
Cornerstone Capital Management Holdings
New York
$12.1M -$99.3K -3,152 -0.8%
PIM
213
Profit Investment Management
Maryland
$12M -$1.83M -57,967 -13%
IRF
214
IBM Retirement Fund
New York
$12M -$35K -1,089 -0.3%
EB
215
Eastern Bank
Massachusetts
$11.9M +$56.9K +1,807 +0.5%
WC
216
Wexford Capital
Florida
$11.9M +$11.9M +377,209 New
PIA
217
Piedmont Investment Advisors
North Carolina
$11.7M +$84.6K +2,687 +0.7%
BCM
218
Bridgeway Capital Management
Texas
$11.4M – – –
Point72 Asset Management
219
Point72 Asset Management
Connecticut
$11.3M +$11.3M +360,100 New
Mariner
220
Mariner
Kansas
$11.2M +$656K +20,831 +6%
SDIC
221
South Dakota Investment Council
South Dakota
$11.1M -$4.95M -157,140 -31%
Fisher Asset Management
222
Fisher Asset Management
Washington
$11.1M +$77.6K +2,462 +0.7%
SEI Investments
223
SEI Investments
Pennsylvania
$11.1M -$2.11M -66,851 -16%
HHC
224
Hutchin Hill Capital
New York
$11.1M -$7.82M -248,100 -41%
LCS
225
Levin Capital Strategies
New York
$11.1M +$1.2M +38,000 +12%
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9
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