MS - MORGAN STANLEY
This page shows which of the focused investors we track hold MS and how their positions changed, so you can see how much conviction the group has in the stock.
In Q3 2015 it was held by 7 managers with an aggregate reported value of $350.78M, which is 0.05% of the combined portfolio.
As of Q3 2015, 7 tracked institutional managers held MS (MORGAN STANLEY) with an aggregate reported value of $350.78M — 0.05% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q3 2015
- Ticker
- MS
13F data is delayed and excludes shorts/non-13F assets.
Long holders
| 1 | Richard Pzena - Pzena Investment Management | 1.94% | Reduce -1.9% | 9,678,165 | $304.86M |
| 2 | David Katz - Matrix Asset Advisors | 2.51% | Reduce -0.6% | 558,835 | $17.6M |
| 3 | Valley Forge Capital Management - Valley Forge Capital Management | 2.03% | Reduce -5.8% | 408,166 | $12.86M |
| 4 | Muhlenkamp - Muhlenkamp | 3.10% | Add +0.1% | 320,565 | $10.1M |
| 5 | Ariel Investments - Ariel Investments | 0.06% | Reduce -0.5% | 155,665 | $4.9M |
| 6 | Dodge & Cox - Dodge & Cox | 0.00% | - | 13,620 | $429K |
Call holders — bullish via leverage
1 manager holds call options on MS — a right to buy at strike. Notional value, not premium.
| 1 | Muhlenkamp - Muhlenkamp | - | 1,000 | $32K |
Loading holder history for MS…