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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.

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 %
CS
51
Credit Suisse
Switzerland
$116M +$12.1M +381,362 +12%
BlackRock
52
BlackRock
New York
$116M -$11M -347,131 -9%
UBS Group
53
UBS Group
Switzerland
$114M -$21.6M -679,254 -16%
CC
54
Carlson Capital
Texas
$114M +$39.8M +1,251,346 +54%
Goldman Sachs
55
Goldman Sachs
New York
$112M +$6.3M +197,969 +6%
VFA
56
Virtus Fund Advisers
Connecticut
$112M +$19.1M +600,683 +21%
CGM
57
Capital Growth Management
Massachusetts
$111M -$37.2M -1,170,000 -25%
SAC
58
Smith Affiliated Capital
New York
$111M – – –
Hotchkis & Wiley Capital Management
59
Hotchkis & Wiley Capital Management
California
$109M +$56.7M +1,782,524 +109%
TD Asset Management
60
TD Asset Management
Ontario, Canada
$108M +$7.62M +239,536 +8%
Massachusetts Financial Services
61
Massachusetts Financial Services
Massachusetts
$107M -$48M -1,508,867 -31%
Ninety One (UK)
62
Ninety One (UK)
United Kingdom
$101M -$1.45M -45,431 -1%
FAM
63
Fred Alger Management
New York
$100M +$60.8M +1,912,207 +155%
TP
64
Third Point
New York
$95.4M +$95.4M +3,000,000 New
Prudential Financial
65
Prudential Financial
New Jersey
$94M -$50.6M -1,589,339 -35%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$93.2M +$1.48M +46,402 +2%
Mitsubishi UFJ Trust & Banking
67
Mitsubishi UFJ Trust & Banking
Japan
$91.6M -$581K -18,257 -0.6%
New York State Teachers Retirement System (NYSTRS)
68
New York State Teachers Retirement System (NYSTRS)
New York
$91.3M -$82.6K -2,597 -0.1%
Bessemer Group
69
Bessemer Group
New Jersey
$90.8M +$3.62M +113,826 +4%
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$88.7M +$35.8M +1,125,136 +68%
Public Employees Retirement Association of Colorado
71
Public Employees Retirement Association of Colorado
Colorado
$83.8M +$20.2M +636,283 +32%
KP
72
Kiltearn Partners
United Kingdom
$83.5M +$4M +125,800 +5%
EVM
73
Eaton Vance Management
Massachusetts
$83.3M -$1.59M -49,988 -2%
BNP Paribas Financial Markets
74
BNP Paribas Financial Markets
France
$80.8M +$30.8M +967,210 +61%
FI
75
Focused Investors
California
$78.6M -$6.36M -199,900 -7%
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