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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 %
NIMI
626
Natixis Investment Managers International
France
$318K – – –
SIG
627
Schooner Investment Group
Pennsylvania
$315K -$158K -5,000 -33%
Manulife (Manufacturers Life Insurance)
628
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$312K +$17.5K +549,293 +6%
PAIA
629
Park Avenue Institutional Advisers
New York
$311K -$11.2K -353 -3%
TCOT
630
Trust Company of Toledo
Ohio
$305K – – –
WT
631
Washington Trust
Rhode Island
$303K +$2.42K +76 +0.8%
MGIA
632
Moneta Group Investment Advisors
Missouri
$303K +$141K +4,435 +87%
QSS
633
Quantitative Systematic Strategies
Florida
$303K +$303K +9,405 New
GW
634
GW & Wade
Massachusetts
$301K -$1.87K -59 -0.6%
P
635
Pitcairn
Pennsylvania
$301K +$1.27K +40 +0.4%
NAMA
636
Nikko Asset Management Americas
New York
$300K – – –
EFS
637
Essex Financial Services
Connecticut
$297K +$297K +9,346 New
LPT
638
Legacy Private Trust
Wisconsin
$296K -$228K -7,150 -43%
ZDA
639
Zweig-DiMenna Associates
New York
$296K +$296K +9,300 New
EDRPMB
640
Edmond de Rothschild Private Merchant Banking
United Kingdom
$294K – – –
GF
641
Gerstein Fisher
New York
$293K -$98K -3,077 -25%
CTC
642
Central Trust Company
Missouri
$293K -$96.3K -3,022 -25%
IT
643
Independence Trust
Tennessee
$291K – – –
ARMT
644
Amica Retiree Medical Trust
Rhode Island
$289K – – –
CPS
645
Counsel Portfolio Services
Ontario, Canada
$286K – – –
PFC
646
Phocas Financial Corp
California
$283K +$283K +8,904 New
GLRA
647
Gerald L. Ray & Associates
Texas
$280K – – –
FTI
648
Fiduciary Trust International
Massachusetts
$277K – – –
TC
649
TradeLink Capital
Illinois
$272K +$33.6K +1,058 +14%
DCM
650
Dynamic Capital Management
Jersey
$265K -$199K -6,267 -43%
24 25
26
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