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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 %
UCFA
501
United Capital Financial Advisors
Texas
$853K +$87K +2,737 +11%
IA
502
Icon Advisers
Colorado
$849K +$849K +26,700 New
Janney Montgomery Scott
503
Janney Montgomery Scott
Pennsylvania
$842K -$128K -4,023 -13%
1SB
504
1ST Source Bank
Indiana
$836K -$187K -5,883 -18%
NONA
505
Ninety One North America
New York
$835K – – –
NB
506
Norinchukin Bank
Japan
$827K -$555K -17,431 -40%
RIL
507
Rothschild Investment LLC
Illinois
$827K +$22.6K +709 +3%
WBG
508
Wharton Business Group
Pennsylvania
$824K – – –
SM
509
Salzhauer Michael
$822K – – –
PAG
510
Private Advisor Group
New Jersey
$820K +$113K +3,552 +16%
CCM
511
Cadence Capital Management
Massachusetts
$818K +$731 +23 +0.1%
LGC
512
Laurel Grove Capital
California
$816K -$270K -8,500 -25%
SLF
513
Sun Life Financial
Ontario, Canada
$814K -$264K -8,288 -24%
HCM
514
Hodges Capital Management
Texas
$814K +$149K +4,700 +22%
ELC
515
Edgar Lomax Company
Virginia
$804K -$18.2M -571,140 -96%
Verition Fund Management
516
Verition Fund Management
Connecticut
$802K -$359K -11,293 -31%
LNWWM
517
Laird Norton Wetherby Wealth Management
California
$801K +$166K +5,213 +26%
DPIM
518
Duff & Phelps Investment Management
Illinois
$795K -$39.8K -1,250 -5%
CCM
519
CrestPoint Capital Management
Missouri
$795K -$28.6K -900 -3%
CC
520
Courier Capital
New York
$789K +$28.6K +900 +4%
BOH
521
Bank of Hawaii
Hawaii
$774K -$297K -9,346 -28%
AP
522
Advisor Partners
California
$772K +$10.6K +334 +1%
IPC
523
Independent Portfolio Consultants
Florida
$769K -$559K -17,565 -42%
SEC
524
Seven Eight Capital
New York
$767K +$60.5K +1,900 +9%
FAAS
525
First Allied Advisory Services
California
$754K +$13.1K +414 +2%
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