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
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 %
BA
526
Birinyi Associates
Connecticut
$748K -$804K -25,250 -52%
TBA
527
Train Babcock Advisors
New York
$746K – – –
PSUF
528
People's United Financial
Connecticut
$729K +$227K +7,141 +45%
EDRH
529
Edmond de Rothschild Holding
Switzerland
$723K – – –
BC
530
Banced Corp
Illinois
$720K +$27.2K +853 +4%
DLG
531
Daniel L. Goodwin
$700K – – –
JT
532
Jump Trading
Illinois
$699K +$699K +21,962 New
CCT
533
Country Club Trust
Missouri
$689K -$12.7K -400 -2%
TCM
534
Tributary Capital Management
Nebraska
$687K – – –
WPC
535
White Pine Capital
Minnesota
$686K -$204K -6,400 -23%
TH
536
TCTC Holdings
Texas
$684K -$7K -220 -1%
IIM
537
Intact Investment Management
Quebec, Canada
$684K – – –
B
538
Barings
North Carolina
$681K -$3.8M -119,300 -85%
GCA
539
Gideon Capital Advisors
New York
$672K -$568K -17,869 -46%
W
540
Wealthfront
California
$672K +$54.7K +1,720 +9%
CIBC Private Wealth Group
541
CIBC Private Wealth Group
Georgia
$668K +$236K +7,410 +54%
CB
542
Commerce Bank
Missouri
$667K +$477 +15 +0.1%
IMAS
543
ID Management A/S
Denmark
$666K – – –
TCT
544
TIAA CREF Trust
Missouri
$657K +$187K +5,862 +40%
AAM
545
Advisors Asset Management
Colorado
$650K +$116K +3,651 +22%
MYAM
546
Meiji Yasuda Asset Management
Japan
$648K -$321K -10,090 -33%
TSWM
547
Triangle Securities Wealth Management
North Carolina
$647K -$28.3K -890 -4%
OIM
548
Orca Investment Management
Oregon
$646K +$13.7K +429 +2%
ADL
549
Asset Dedication LLC
California
$634K +$634K +19,938 New
GAG
550
GM Advisory Group
New York
$631K +$41.9K +1,317 +7%
20 21
22
23 24