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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 %
SPC
601
Sigma Planning Corp
Michigan
$410K -$24.1K -758 -6%
CCA
602
Checchi Capital Advisers
California
$410K -$4.39K -138 -1%
Jones Financial Companies
603
Jones Financial Companies
Missouri
$409K -$36.9K -1,159 -8%
GT
604
Glenmede Trust
Pennsylvania
$408K -$2.99M -94,086 -88%
DI
605
Diligent Investors
California
$408K -$6.36K -200 -2%
CONA
606
Capital One National Association
New York
$408K +$29.7K +935 +8%
FDS
607
First Dallas Securities
Texas
$398K +$15.9K +500 +4%
FP
608
FDO Partners
Massachusetts
$395K +$395K +12,404 New
QC
609
Quadrature Capital
United Kingdom
$391K -$787K -24,743 -67%
SI
610
Stephens Inc
Arkansas
$390K -$14.2K -447 -4%
SAM
611
Sunnymeath Asset Management
New Jersey
$387K +$387K +12,200 New
Northwestern Mutual Wealth Management
612
Northwestern Mutual Wealth Management
Wisconsin
$386K -$5.29M -166,181 -93%
KWMG
613
King Wealth Management Group
Florida
$386K – – –
WSFS
614
Wilmington Savings Fund Society
Delaware
$384K +$11.9K +375 +3%
IA
615
IFP Advisors
Florida
$378K +$378K +11,869 New
CEP
616
Chicago Equity Partners
Illinois
$372K -$35.5M -1,118,315 -99%
SRC
617
Shufro Rose & Co
New York
$368K +$15.9K +500 +5%
SBIA
618
Sheaff Brock Investment Advisors
Indiana
$351K +$351K +11,030 New
TCM
619
Twin Capital Management
Pennsylvania
$347K -$2.05M -64,430 -86%
SC
620
Savant Capital
Illinois
$346K +$8.59K +270 +3%
GCMG
621
Gyroscope Capital Management Group
Florida
$330K +$45K +1,417 +16%
WT
622
Whittier Trust
California
$328K +$1.11K +35 +0.3%
EWM
623
Evercore Wealth Management
New York
$326K +$5.36K +168 +2%
PAM
624
PartnerRe Asset Management
Connecticut
$325K -$553K -17,364 -63%
NFG
625
Next Financial Group
Texas
$318K -$18.9K -596 -6%
23 24
25
26 27