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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 %
TCOV
701
Trust Company of Vermont
Vermont
$131K – – –
Parallax Volatility Advisers
702
Parallax Volatility Advisers
California
$123K -$20.2M -634,484 -99%
ECM
703
Estabrook Capital Management
New York
$118K -$32.1K -1,010 -21%
ACC
704
Accident Compensation Corp
New Zealand
$117K +$117K +3,685 New
WG
705
Welch Group
Alabama
$115K – – –
PG
706
Patten Group
Tennessee
$111K -$37.1K -1,166 -25%
LWCFA
707
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$111K +$6.33K +200 +6%
PFBT
708
Parkside Financial Bank & Trust
Missouri
$111K +$19.3K +605 +21%
FFC
709
First Financial Corp
Indiana
$110K +$11.1K +350 +11%
AWM
710
Avior Wealth Management
Nebraska
$102K – – –
TF
711
Tompkins Financial
New York
$101K +$101K +3,165 New
CB
712
Community Bank
New York
$99K – – –
EWM
713
Edge Wealth Management
New York
$99K +$15.4K +480 +18%
AIM
714
Assured Investment Management
New York
$87K -$342K -10,803 -80%
HCM
715
Highlander Capital Management
New Jersey
$87K – – –
PAM
716
PT Asset Management
Illinois
$82K -$43.2K -1,365 -35%
MMG
717
Monetary Management Group
Missouri
$80K +$80K +2,500 New
FMA
718
FNY Managed Accounts
New York
$79.5K +$79.5K +2,500 New
WA
719
WFG Advisors
Texas
$78K +$608 +19 +0.8%
PSI
720
Pinnacle Summer Investments
Virginia
$74K +$32.7K +1,028 +79%
S
721
SignatureFD
Georgia
$74K +$35.6K +1,118 +93%
AIM
722
Advantage Investment Management
Iowa
$68K -$26.9K -840 -28%
ZB
723
Zions Bancorporation
Utah
$67K +$22.4K +847 +50%
MBT
724
Monroe Bank & Trust
Michigan
$63K – – –
CGT
725
Capital Guardian Trust
California
$59K +$96 +3 +0.2%
27 28
29
30 31