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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 %
PGFC
301
Peapack-Gladstone Financial Corp
New Jersey
$4.51M +$8.11K +255 +0.2%
AIC
302
Argus Investors Counsel
New York
$4.4M +$23.9K +750 +0.5%
AHB
303
Abner Herrman & Brock
New Jersey
$4.38M -$1.08M -33,875 -20%
Stifel Financial
304
Stifel Financial
Missouri
$4.38M +$312K +9,799 +8%
Rafferty Asset Management
305
Rafferty Asset Management
New York
$4.37M -$755K -23,430 -15%
WBC
306
Westpac Banking Corp
Australia
$4.3M -$5.26M -165,498 -55%
ACPU
307
Arrowgrass Capital Partners (US)
Delaware
$4.27M -$1.82M -57,120 -30%
LMIM
308
Lockheed Martin Investment Management
Maryland
$4.26M – – –
OI
309
Oakbrook Investments
Illinois
$4.25M +$28.3K +890 +0.7%
SAM
310
Shell Asset Management
Netherlands
$4.25M -$3.01M -94,767 -42%
GIM
311
Grassi Investment Management
California
$4.24M -$258K -8,100 -6%
ST
312
Sentinel Trust
Texas
$4.24M +$64K +2,013 +2%
Asset Management One
313
Asset Management One
Japan
$4.24M -$278K -8,561 -6%
SC
314
Scotia Capital
Ontario, Canada
$4.21M – – –
Lord, Abbett & Co
315
Lord, Abbett & Co
New Jersey
$4.18M -$4.12M -129,570 -50%
CBOA
316
Commonwealth Bank of Australia
Australia
$4.18M -$4.4M -138,239 -51%
JAM
317
Jupiter Asset Management
United Kingdom
$4.07M +$4.07M +127,800 New
CIBC World Market
318
CIBC World Market
Ontario, Canada
$4.02M -$1.35M -42,378 -25%
CLOS
319
Compagnie Lombard Odier SCmA
Switzerland
$3.98M -$208K -6,530 -5%
KWILP
320
Kiwi Wealth Investments Limited Partnership
New Zealand
$3.9M +$215K +6,749 +6%
LBC
321
Lowe Brockenbrough & Co
Virginia
$3.85M -$192K -6,025 -5%
CAM
322
Capstone Asset Management
Texas
$3.8M -$215K -6,745 -5%
JSAM
323
J. Safra Asset Management
New York
$3.78M +$3.78M +118,929 New
LCM
324
Laurion Capital Management
New York
$3.78M +$2M +62,822 +113%
UAM
325
UAS Asset Management
New York
$3.75M -$3.2M -100,625 -46%
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