GCM
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Gator Capital Management’s Morgan Stanley MS Stock Holding History

Gator Capital Management’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		$1.62M Sell
50,786
-5,354
-10% -$178K 2.8% 10
2015
Q3 		$1.77M Sell
56,140
-8,032
-13% -$292K 2.9% 12
2015
Q2 		$2.49M Sell
64,172
-2,268
-3% -$86.3K 3.41% 8
2015
Q1 		$2.37M Sell
66,440
-4,373
-6% -$157K 3.33% 7
2014
Q4 		$2.73M Buy
+70,813
New +$2.52M 3.43% 6

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Gator Capital Management's MS Position: Q4 2015 in Review

Gator Capital Management reduced its Morgan Stanley (MS) stake by 9.5% in Q4 2015, selling an estimated $178K and leaving 50,786 shares worth $1.62M. The position accounts for 2.8% of the portfolio, ranked #10.

Gator Capital Management first reported a position in MS in Q4 2014 and has held it in 5 quarters since. The position peaked at $2.73M in Q4 2014. 814 funds tracked by Wall St. Rank hold MS as of Q4 2015.

  • Gator Capital Management held 50,786 shares of Morgan Stanley worth $1.62M as of Q4 2015.
  • Gator Capital Management sold 5,354 Morgan Stanley shares in Q4 2015, an estimated $178K.
  • Morgan Stanley made up 2.8% of Gator Capital Management's portfolio in Q4 2015, its #10 holding.
  • Gator Capital Management first reported a position in Morgan Stanley in Q4 2014 and has held it in 5 quarters since.
  • Gator Capital Management's Morgan Stanley position peaked at $2.73M in Q4 2014.
  • 814 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2015.

Based on Gator Capital Management's 13F filing for Q4 2015, filed 11 Feb 2016.