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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
$4.13B
2
DCM
Discovery Capital Management
Connecticut
$137M
3
TP
Third Point
New York
$95.4M
4
FAM
Fred Alger Management
New York
$100M
5
WRF
Waddell & Reed Financial
Kansas
$73.6M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
$2B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$904M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
$0
4
CCI
Columbus Circle Investors
$0
5
NI
Numeric Investors
Massachusetts
$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CK
451
Cohen Klingenstein
New York
$1.21M – – –
LTFS
452
Ladenburg Thalmann Financial Services
Florida
$1.19M -$23.1K -726 -2%
AL
453
AJO LP
Pennsylvania
$1.19M -$70.2M -2,207,323 -98%
BTS
454
BB&T Securities
Virginia
$1.19M +$373K +11,715 +46%
CIM
455
CIM Investment Management
Pennsylvania
$1.18M – – –
CC
456
ClearArc Capital
Ohio
$1.18M -$2.1K -66 -0.2%
CCMT
457
CMT Capital Markets Trading
Germany
$1.16M +$1.16M +36,522 New
CFP
458
Cornerstone Financial Partners
North Carolina
$1.15M +$1.15M +36,057 New
BAM
459
Burgundy Asset Management
Ontario, Canada
$1.15M – – –
HAM
460
Highstreet Asset Management
Ontario, Canada
$1.12M +$117K +3,668 +12%
QI
461
Quotient Investors
New York
$1.12M -$619K -19,451 -36%
CWM
462
Catamount Wealth Management
Connecticut
$1.11M -$320K -10,050 -22%
ACP
463
Aviance Capital Partners
Florida
$1.11M -$380K -11,949 -25%
FT
464
Fiduciary Trust
Massachusetts
$1.11M +$127K +4,005 +13%
CI
465
Conning Inc
Connecticut
$1.11M -$67.8K -2,130 -6%
BCMO
466
Buckingham Capital Management (Ohio)
Ohio
$1.11M +$147K +4,612 +15%
FQ
467
First Quadrant
California
$1.11M – – –
PAI
468
Pittenger & Anderson Inc
Nebraska
$1.1M +$39.8K +1,250 +4%
Daiwa Securities Group
469
Daiwa Securities Group
Japan
$1.08M -$4.63M -145,400 -81%
CICI
470
Capital Investment Counsel Inc
North Carolina
$1.07M -$3.18K -100 -0.3%
OMC
471
Overbrook Management Corp
New York
$1.07M – – –
CAM
472
CMT Asset Management
Illinois
$1.06M +$449K +14,115 +74%
SW
473
SVB Wealth
Massachusetts
$1.06M -$4.41M -138,499 -81%
CI
474
Constellation Investments
Ohio
$1.05M +$9.54K +300 +0.9%
PCM
475
Princeton Capital Management
New Jersey
$1.05M +$1.05M +32,978 New
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