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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 %
Mitsubishi UFJ Financial Group
1
Mitsubishi UFJ Financial Group
Japan
$13.6B 432,017,152 – –
State Street
2
State Street
Massachusetts
$4.33B 137,577,871 -2,256,196 -2%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$3.48B 110,547,878 +5,460,532 +5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.54B 80,584,283 +1,088,374 +1%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.03B 64,567,304 -1,194,207 -2%
LTI
6
Laffer Tengler Investments
Tennessee
– – -63,010 Closed
Fidelity Investments
7
Fidelity Investments
Massachusetts
$1.27B 40,359,764 -5,694,116 -12%
BIT
8
BlackRock Institutional Trust
California
$1.23B 38,930,352 -234,563 -0.6%
Invesco
9
Invesco
Georgia
$955M 30,309,938 -3,895,538 -11%
Jennison Associates
10
Jennison Associates
New York
$721M 22,874,223 -1,120,852 -5%
Franklin Resources
11
Franklin Resources
California
$632M 20,075,737 -3,021,565 -13%
Northern Trust
12
Northern Trust
Illinois
$586M 18,602,512 -730,413 -4%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$584M 18,525,879 -126,648 -0.7%
BFA
14
BlackRock Fund Advisors
California
$549M 17,441,435 +224,691 +1%
Eagle Capital Management (New York)
15
Eagle Capital Management (New York)
New York
$507M 16,095,010 -310,567 -2%
TCIM
16
TIAA CREF Investment Management
New York
$484M 15,363,209 +3,159,817 +26%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$402M 12,793,268 +74,367 +0.6%
BG
18
BlackRock Group
United Kingdom
$383M 12,163,546 +607,374 +5%
BA
19
BlackRock Advisors
Delaware
$378M 11,994,116 -108,572 -0.9%
UBS AM
20
UBS AM
Illinois
$316M 10,031,465 +58,075 +0.6%
Pzena Investment Management
21
Pzena Investment Management
New York
$305M 9,678,165 -187,202 -2%
Diamond Hill Capital Management
22
Diamond Hill Capital Management
Ohio
$284M 9,019,931 +876,943 +11%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$279M 8,852,241 +16,663 +0.2%
Norges Bank
24
Norges Bank
Norway
$261M 8,296,216 +562,975 +7%
BIM
25
BlackRock Investment Management
Delaware
$250M 7,940,112 -98,595 -1%
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