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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 %
BFA
651
Beaumont Financial Advisors
Massachusetts
$263K – – –
CL
652
CPWM LLC
Washington
$262K +$6.21K +195 +2%
IH
653
IFC Holdings
Florida
$262K +$21.6K +672 +9%
HAG
654
HighPoint Advisor Group
Illinois
$257K +$257K +10,025 New
AT
655
Argent Trust
Texas
$256K +$256K +8,055 New
TIA
656
Tiemann Investment Advisors
California
$255K -$12.7K -400 -5%
LNB
657
Ledyard National Bank
$255K – – –
AWCI
658
Alpine Woods Capital Investors
New York
$254K +$254K +8,000 New
FNBT
659
FineMark National Bank & Trust
Florida
$244K +$11.1K +350 +5%
ACM
660
Alta Capital Management
Utah
$238K -$699 -22 -0.3%
RL
661
Ruffer LLP
United Kingdom
$238K +$238K +7,500 New
PBO
662
Peoples Bank (Ohio)
Ohio
$236K +$236K +7,415 New
MA
663
MCF Advisors
Kentucky
$231K +$1.02K +32 +0.4%
WIC
664
Woodmont Investment Counsel
Tennessee
$230K – – –
GLI
665
Guardian Life Insurance
New York
$228K -$55.4K -1,742 -20%
LC
666
Loews Corp
New York
$227K – – –
SCM
667
SOL Capital Management
Maryland
$227K – – –
CCM
668
Cupps Capital Management
Illinois
$226K +$7.47K +235 +3%
HFS
669
HL Financial Services
Kentucky
$226K +$226K +7,094 New
CFG
670
Citizens Financial Group
Rhode Island
$224K +$224K +6,650 New
Wellington Management Group
671
Wellington Management Group
Massachusetts
$222K -$12.3M -388,584 -98%
BBA
672
BLB&B Advisors
Pennsylvania
$222K – – –
JWBC
673
J.W. Burns & Co
New York
$219K -$6.36K -200 -3%
HPC
674
HM Payson & Co
Maine
$218K – – –
BAM
675
Brave Asset Management
New Jersey
$216K -$4.77K -150 -2%
25 26
27
28 29