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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 %
WAM
676
Wolverine Asset Management
Illinois
$213K -$305K -9,600 -59%
BF
677
BOK Financial
Oklahoma
$213K +$6.41K +201 +3%
BP
678
Ballentine Partners
Massachusetts
$213K +$213K +6,680 New
KJHP
679
K.J. Harrison & Partners
Ontario, Canada
$213K +$213K +6,700 New
FMLI
680
Fukoku Mutual Life Insurance
Japan
$210K – – –
NPF
681
Norris Perne & French
Michigan
$210K – – –
RC
682
Reik & Co
New York
$207K -$11.2K -353 -5%
RMDI
683
R.M. Davis Inc
Maine
$207K -$637 -20 -0.3%
TP
684
Truvvo Partners
New York
$207K +$207K +6,500 New
LOAMS
685
Lombard Odier Asset Management (Switzerland)
Switzerland
$206K – – –
GIA
686
Guyasuta Investment Advisors
Pennsylvania
$206K +$206K +6,500 New
ECM
687
ETrade Capital Management
Virginia
$200K +$200K +6,291 New
Acadian Asset Management
688
Acadian Asset Management
Massachusetts
$169K – – –
FAM
689
Formidable Asset Management
Ohio
$162K +$162K +5,337 New
MSFP
690
Mark Sheptoff Financial Planning
Connecticut
$153K -$177K -5,551 -54%
SF
691
Synovus Financial
Georgia
$153K +$14.9K +471 +11%
AFP
692
Ausdal Financial Partners
Iowa
$150K +$150K +4,708 New
DBT
693
Dubuque Bank & Trust
Iowa
$147K +$4.7K +148 +3%
CCS
694
Crosspoint Capital Strategies
California
$140K +$140K +3,618 New
MFW
695
Mosaic Family Wealth
Missouri
$140K +$140K +4,413 New
SC
696
SRB Corp
Massachusetts
$137K -$8.26K -260 -6%
IWM
697
Integrated Wealth Management
California
$137K +$24.2K +757 +21%
RFS
698
Rockefeller Financial Services
New York
$135K – – –
First Manhattan
699
First Manhattan
New York
$133K – – –
SAMC
700
Shinko Asset Management Company
Japan
$132K – – –
26 27
28
29 30