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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 %
VIA
476
Vantage Investment Advisors
Pennsylvania
$1.04M +$110K +3,452 +12%
RJFSA
477
Raymond James Financial Services Advisors
Florida
$1.04M +$191K +5,993 +22%
DG
478
Davidson & Garrard
Virginia
$1.02M +$31.9K +1,002 +3%
Cambridge Investment Research Advisors
479
Cambridge Investment Research Advisors
Iowa
$1.02M -$30K -942 -3%
WIA
480
Westbourne Investment Advisors
Maryland
$1.01M +$65K +2,045 +7%
ICM
481
Ionic Capital Management
New York
$993K -$118K -3,700 -11%
SACTSONJ
482
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$983K – – –
GLA
483
Great Lakes Advisors
Illinois
$978K -$99.6K -3,134 -9%
AAIM
484
American Assets Investment Management
California
$954K – – –
CNBT
485
Canandaigua National Bank & Trust
New York
$945K -$5.85K -184 -0.6%
TYCC
486
Texas Yale Capital Corp
Florida
$934K – – –
CF
487
CenterStar Fund
Illinois
$934K -$251K – –
ACP
488
Arcus Capital Partners
Georgia
$928K +$928K +29,166 New
Pacer Advisors
489
Pacer Advisors
Pennsylvania
$903K +$903K +28,384 New
AIP
490
Ameritas Investment Partners
Nebraska
$900K -$2.59M -81,475 -74%
JFGIW
491
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$899K -$288K -9,046 -24%
FWCM
492
Ferguson Wellman Capital Management
Oregon
$898K -$196K -6,159 -18%
BCM
493
Brown Capital Management
Maryland
$896K -$59.5K -1,870 -6%
Wealth Enhancement Advisory Services
494
Wealth Enhancement Advisory Services
Minnesota
$892K +$130K +4,076 +17%
NERM
495
New England Research & Management
Illinois
$891K -$79.5K -2,500 -8%
CIM
496
CenturyLink Investment Management
Colorado
$889K +$889K +27,941 New
DAM
497
Deimos Asset Management
New York
$882K +$882K +27,740 New
FCI
498
Financial Counselors Inc
Kansas
$881K -$632K -19,844 -42%
BGDI
499
BW Gestao de Investimentos
Brazil
$875K – – –
CAM
500
Cacti Asset Management
Georgia
$859K – – –
18 19
20
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