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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
1
T. Rowe Price Associates
Maryland
$4.13B
2
DCM
2
Discovery Capital Management
Connecticut
$137M
3
TP
3
Third Point
New York
$95.4M
4
FAM
4
Fred Alger Management
New York
$100M
5
WRF
5
Waddell & Reed Financial
Kansas
$73.6M

Top Sellers

1
LTI
1
Laffer Tengler Investments
Tennessee
$2B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$904M
3
Winslow Capital Management
3
Winslow Capital Management
Minnesota
$0
4
CCI
4
Columbus Circle Investors
$0
5
NI
5
Numeric Investors
Massachusetts
$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
26
Wellcome Trust
United Kingdom
$242M +$6.36M +200,000 +3%
BIM
27
BlackRock Investment Management
Delaware
$241M -$11.9M -375,239 -5%
Bank of America
28
Bank of America
North Carolina
$218M -$33.8M -1,062,764 -13%
Fidelity International
29
Fidelity International
Bermuda
$210M -$17.5M -548,635 -8%
TA
30
Teachers Advisors
New York
$205M +$24.3M +764,648 +13%
Deutsche Bank
31
Deutsche Bank
Germany
$192M +$39.5M +1,243,146 +26%
Ameriprise
32
Ameriprise
Minnesota
$192M -$9.51M -298,940 -5%
Legal & General Group
33
Legal & General Group
United Kingdom
$190M -$598K -18,783 -0.3%
PI
34
Putnam Investments
Massachusetts
$179M +$9.36M +294,254 +6%
PP
35
Prudential plc
United Kingdom
$172M +$8.88M +279,307 +5%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$167M -$7.49M -235,600 -4%
AAMU
37
Amundi Asset Management US
Massachusetts
$163M -$24.7M -776,408 -13%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$155M -$1.48M -46,371 -0.9%
JHIU
39
Janus Henderson Investors US
Colorado
$154M +$3.64M +114,517 +2%
Citadel Advisors
40
Citadel Advisors
Florida
$152M +$31.7M +997,853 +26%
EIP
41
Epoch Investment Partners
New York
$149M -$193K -6,077 -0.1%
Wells Fargo
42
Wells Fargo
California
$144M -$26.6M -836,623 -16%
DCM
43
Discovery Capital Management
Connecticut
$137M +$137M +4,296,600 New
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$132M -$431K -13,379 -0.3%
O
45
OppenheimerFunds
New York
$130M +$3.5M +110,064 +3%
Charles Schwab
46
Charles Schwab
California
$128M +$1.42M +44,534 +1%
Adage Capital Partners
47
Adage Capital Partners
Massachusetts
$125M +$50M +1,571,000 +67%
AllianceBernstein
48
AllianceBernstein
Tennessee
$121M -$8.64M -271,591 -7%
LSV Asset Management
49
LSV Asset Management
Illinois
$119M -$900K -28,300 -0.7%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$117M -$2.48M -78,000 -2%
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