MS icon

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 %
AMI
351
Amica Mutual Insurance
Rhode Island
$3.05M – – –
MPA
352
Marvin & Palmer Associates
Delaware
$3.05M -$82.7K -2,600 -3%
ST
353
Spot Trading
Illinois
$3.04M +$782K +24,603 +35%
TAF
354
Tredje AP-fonden
Sweden
$3.04M +$39.5K +1,243 +1%
Victory Capital Management
355
Victory Capital Management
Texas
$3.02M -$3.92M -123,403 -57%
Toronto Dominion Bank
356
Toronto Dominion Bank
Ontario, Canada
$2.98M -$224K -7,024 -7%
Walleye Trading
357
Walleye Trading
New York
$2.96M +$2.19M +69,007 +287%
BG
358
Bollard Group
Massachusetts
$2.96M +$11.7K +369 +0.4%
QT
359
Quantbot Technologies
New York
$2.9M -$202K -6,362 -7%
LMGAM
360
Liberty Mutual Group Asset Management
Massachusetts
$2.89M +$465K +14,625 +19%
SCM
361
Shelton Capital Management
Colorado
$2.88M -$235K -7,400 -8%
CCM
362
Crossvault Capital Management
Texas
$2.88M +$15.9K +500 +0.6%
SCM
363
Sitrin Capital Management
California
$2.86M +$2.86M +99,687 New
CANY
364
Caxton Associates (New York)
New York
$2.85M +$2.85M +89,500 New
JG
365
Jefferies Group
New York
$2.84M -$3.42M -107,454 -55%
FIM
366
Foresters Investment Management
New York
$2.77M – – –
DY
367
Dowling & Yahnke
California
$2.75M -$70.5K -2,216 -2%
Fiera Capital (Canada)
368
Fiera Capital (Canada)
Quebec, Canada
$2.75M -$398K -12,500 -13%
HW
369
Hancock Whitney
Mississippi
$2.72M -$2.75M -86,449 -50%
GCM
370
Gibraltar Capital Management
Oklahoma
$2.71M +$812K +25,512 +43%
BAC
371
Boys Arnold & Co
North Carolina
$2.71M +$1.21M +38,130 +81%
MPWT
372
MassMutual Private Wealth & Trust
Connecticut
$2.67M +$1.47M +46,313 +123%
BCM
373
BTC Capital Management
Iowa
$2.66M +$2.66M +83,813 New
HI
374
HBK Investments
Texas
$2.62M +$2.62M +82,400 New
HMC
375
Harvard Management Company
Massachusetts
$2.61M +$378K +11,900 +17%
13 14
15
16 17