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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 %
SCM
551
Sterling Capital Management
North Carolina
$617K -$2.29M -72,160 -79%
WAS
552
WESPAC Advisors SoCal
California
$616K +$616K +19,370 New
QAM
553
Quantres Asset Management
Cayman Islands
$604K +$108K +3,400 +22%
OIA
554
Optimum Investment Advisors
Illinois
$586K +$32 +1 +0%
OMCS
555
Old Mutual Customised Solutions
South Africa
$573K – – –
WC
556
Whitnell & Co
Illinois
$569K – – –
CAL
557
Capital Analysts LLC
Pennsylvania
$562K +$57.5K +1,808 +11%
PGIM
558
Pacific Global Investment Management
California
$561K +$32 +1 +0%
DAM
559
Delta Asset Management
Tennessee
$558K +$6.37K +200 +1%
WIS
560
Wright Investors Service
Connecticut
$552K +$190K +5,965 +52%
CBT
561
Central Bank & Trust
Kentucky
$546K -$103K -3,230 -16%
PNC
562
Park National Corp
Ohio
$538K – – –
BG
563
Bahl & Gaynor
Ohio
$534K -$83.5K -2,624 -14%
RJT
564
Raymond James Trust
Florida
$528K +$135K +4,256 +35%
FNFDCM
565
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$518K – – –
CBU
566
CIBC Bank USA
Illinois
$511K +$191 +6 +0%
WP
567
WMS Partners
Maryland
$505K – – –
ECM
568
Everence Capital Management
Indiana
$502K -$223K -7,020 -31%
CG
569
Cutler Group
California
$499K +$499K +15,692 New
DSC
570
Duncker Streett & Co
Missouri
$496K +$2.45K +77 +0.5%
HVIA
571
Hudson Valley Investment Advisors
New York
$494K +$141K +4,430 +40%
KPCM
572
Kings Point Capital Management
New York
$490K – – –
WAM
573
Wealthspire Advisors (Maryland)
Maryland
$488K +$488K +15,349 New
CCM
574
Cullen Capital Management
New York
$484K – – –
SSWM
575
Sheets Smith Wealth Management
North Carolina
$483K +$32 +1 +0%
21 22
23
24 25