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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 %
WPIC
326
White Pine Investment Company
Michigan
$3.72M -$2.55K -80 -0.1%
LCP
327
LGT Capital Partners
Switzerland
$3.72M -$32.1K -1,010 -0.9%
SIM
328
Sentry Investment Management
Wisconsin
$3.71M -$3.9M -122,495 -51%
KRS
329
Kentucky Retirement Systems
Kentucky
$3.65M +$323K +10,164 +10%
ACI
330
Alpha Cubed Investments
California
$3.62M +$229K +7,187 +7%
PPCM
331
Pillar Pacific Capital Management
California
$3.61M +$158K +4,980 +5%
PA
332
Pinnacle Associates
New York
$3.61M -$3.1M -97,397 -46%
AF
333
Arrow Financial
New York
$3.6M -$128K -4,034 -3%
Squarepoint
334
Squarepoint
New York
$3.51M -$875K -27,519 -20%
SMDAM
335
Sumitomo Mitsui DS Asset Management
Japan
$3.5M -$167K -5,241 -5%
HAI
336
Hennessy Advisors Inc
California
$3.5M -$477K -15,000 -12%
BSPF
337
British Steel Pension Fund
United Kingdom
$3.39M +$3.39M +106,616 New
LSERS
338
Louisiana State Employees Retirement System
Louisiana
$3.37M -$175K -5,500 -5%
TG
339
TCW Group
California
$3.34M +$7.95K +250 +0.2%
AF
340
Ally Financial
Michigan
$3.34M +$954K +30,000 +40%
LPU
341
Lansdowne Partners (UK)
United Kingdom
$3.33M +$3.33M +104,568 New
SM
342
Stratton Management
Pennsylvania
$3.31M -$695K -21,865 -17%
NC
343
Northpointe Capital
Michigan
$3.18M – – –
COPPSERS
344
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.14M +$24.8K +779 +0.8%
BPM
345
Bowling Portfolio Management
Ohio
$3.11M -$121K -3,807 -4%
ERSOT
346
Employees Retirement System of Texas
Texas
$3.11M -$611K -19,200 -16%
Robeco Institutional Asset Management
347
Robeco Institutional Asset Management
Netherlands
$3.09M -$889K -27,953 -22%
DC
348
Deere & Company
Illinois
$3.09M -$48.6K -1,528 -2%
Commonwealth Equity Services
349
Commonwealth Equity Services
Massachusetts
$3.07M -$229K -7,214 -7%
MAM
350
Mastrapasqua Asset Management
Tennessee
$3.05M -$217K -6,831 -7%
12 13
14
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