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Morgan Stanley
MS

Overview Fund Activity

814 hedge funds and large institutions have $50.9B invested in Morgan Stanley in 2015 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 254 increasing their positions, 326 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
814
Holders Change
+11
Holders Change %
+1.37%
% of All Funds
21.38%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.63%
New
102
Increased
254
Reduced
326
Closed
83
Calls
$622M
Puts
$1.56B
Net Calls
-$933M
Net Calls Change
-$141M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$616M
2
DCM
Discovery Capital Management
Connecticut
+$137M
3
TP
Third Point
New York
+$95.4M
4
FAM
Fred Alger Management
New York
+$60.8M
5
WRF
Waddell & Reed Financial
Kansas
+$56.8M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
-$1.98B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$380M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
-$174M
4
CCI
Columbus Circle Investors
-$137M
5
NI
Numeric Investors
Massachusetts
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
LM
251
Lincluden Management
Ontario, Canada
$7.05M -$913K -28,710 -11%
Cohen & Steers
252
Cohen & Steers
New York
$7.01M -$223K -7,000 -3%
First Trust Advisors
253
First Trust Advisors
Illinois
$6.88M +$5.45M +171,196 +381%
WB
254
WesBanco Bank
West Virginia
$6.87M – – –
Janus Henderson Group
255
Janus Henderson Group
United Kingdom
$6.83M – – –
JPMIA
256
J.P. Marvel Investment Advisors
Massachusetts
$6.72M +$6.72M +211,153 New
MCM
257
Maltese Capital Management
New York
$6.68M -$9.54K -300 -0.1%
WC
258
Wexford Capital
Florida
$6.68M -$5.32M -167,349 -44%
SCP
259
Sandhill Capital Partners
New York
$6.59M -$86.4K -2,715 -1%
BCM
260
BlueCrest Capital Management
Jersey
$6.55M +$3.01M +94,747 +85%
CC
261
Colrain Capital
Massachusetts
$6.49M -$111K -3,500 -2%
ANI
262
American National Insurance
Texas
$6.44M – – –
MCA
263
Mendon Capital Advisors
Florida
$6.36M +$3.18M +100,000 +100%
DADC
264
D.A. Davidson & Co
Montana
$6.31M -$162K -5,098 -3%
MSA
265
Mason Street Advisors
Wisconsin
$6.28M +$5.12K +161 +0.1%
CIBC Asset Management
266
CIBC Asset Management
Ontario, Canada
$6.21M -$341K -10,708 -5%
Mitsubishi UFJ Asset Management
267
Mitsubishi UFJ Asset Management
Japan
$6.2M +$308K +9,670 +5%
PRA
268
Parametric Risk Advisors
Connecticut
$6.17M – – –
VKH
269
Virtu KCG Holdings
New York
$6.08M +$529K +16,630 +10%
HHMI
270
Howard Hughes Medical Institute
Maryland
$6.04M +$318K +10,000 +6%
Nomura Asset Management
271
Nomura Asset Management
Japan
$6.03M -$28.6K -900 -0.5%
Envestnet Asset Management
272
Envestnet Asset Management
Illinois
$5.96M +$64.8K +2,038 +1%
GPSPJS
273
General Pension Society PZU Joint Stock
Poland
$5.9M – – –
BIM
274
Bridgecreek Investment Management
Oklahoma
$5.84M +$613K +19,276 +12%
DILH
275
Dai-ichi Life Holdings
Japan
$5.83M -$91.5K -2,875 -2%
9 10
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