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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 %
WWM
576
Willingdon Wealth Management
North Carolina
$477K – – –
SCA
577
Secor Capital Advisors
New York
$476K +$476K +14,978 New
CIP
578
Cornerstone Investment Partners
Georgia
$466K – – –
ARM
579
Adirondack Research & Management
New York
$461K – – –
PCMM
580
Private Capital Management (Minnesota)
Minnesota
$461K +$461K +14,500 New
RFC
581
Regions Financial Corp
Alabama
$457K -$346K -10,886 -43%
MC
582
Miles Capital
Iowa
$451K -$458K -14,383 -50%
FNB
583
First Niagara Bank
New York
$445K -$2.64K -83 -0.6%
RIM
584
Regent Investment Management
Kentucky
$441K – – –
CIA
585
Choate Investment Advisors
Massachusetts
$440K +$52.9K +1,364 +14%
Dodge & Cox
586
Dodge & Cox
California
$433K – – –
BB
587
Bell Bank
North Dakota
$433K – – –
EDRE
588
Edmond de Rothschild (Europe)
Luxembourg
$429K – – –
SFM
589
Systematic Financial Management
New Jersey
$429K – – –
SCM
590
Stevens Capital Management
Pennsylvania
$423K -$5.12M -160,850 -92%
AT
591
Arden Trust
Delaware
$421K +$19.1K +599 +5%
MCA
592
Metropolitan Capital Advisors
New York
$421K +$421K +13,250 New
BDF
593
Balasa Dinverno & Foltz
$420K -$1.59K -50 -0.4%
SEIA
594
Signature Estate & Investment Advisors
California
$419K -$233K -7,305 -36%
ST
595
Semper Trust
Pennsylvania
$419K +$419K +13,165 New
MMPW
596
Mitchell McLeod Pugh & Williams
Alabama
$417K – – –
WOC
597
West Oak Capital
California
$416K – – –
I
598
IberiaBank
Louisiana
$416K +$38.9K +1,223 +10%
SS
599
Simplicity Solutions
Minnesota
$415K +$415K +13,038 New
CAN
600
Cetera Advisor Networks
California
$412K +$54.1K +1,699 +15%
22 23
24
25 26