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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 %
TDC
751
Thompson Davis & Co
Virginia
$27K +$3.12K +99 +13%
TWA
752
TCI Wealth Advisors
Arizona
$27K +$16.5K +525 +158%
HPBT
753
High Point Bank & Trust
North Carolina
$26K – – –
FWM
754
Focused Wealth Management
New York
$25K -$1.91K -59 -7%
NSIM
755
North Star Investment Management
Illinois
$25K – – –
PCC
756
Park Circle Company
Maryland
$25K – – –
GAM
757
Gemmer Asset Management
California
$25K +$2.74K +85 +12%
PMFA
758
Plante Moran Financial Advisors
Michigan
$23K -$17.1K -542 -43%
BC
759
Bartlett & Co
Ohio
$23K -$9.53K -300 -29%
BL
760
Balentine LLC
Georgia
$23K +$97 +3 +0.4%
BIM
761
Barton Investment Management
Pennsylvania
$23K +$23K +722 New
CHP
762
Cable Hill Partners
Oregon
$22K – – –
KTC
763
Kistler-Tiffany Companies
Pennsylvania
$22K +$22K +700 New
LWA
764
Lenox Wealth Advisors
New York
$21K -$6.73K -210 -24%
AC
765
Alexandria Capital
Virginia
$21K – – –
FIB
766
First Interstate Bank
Montana
$21K – – –
KT
767
Kanaly Trust
Texas
$20K +$1.94K +61 +11%
ACM
768
Armbruster Capital Management
New York
$20K +$20K +624 New
QCG
769
Quadrant Capital Group
Ohio
$19K -$1.88K -70 -9%
HCM
770
Horrell Capital Management
Arkansas
$19K – – –
EWM
771
Endurance Wealth Management
Rhode Island
$19K – – –
AIA
772
Allegis Investment Advisors
Idaho
$19K +$19K +610 New
AF
773
Allworth Financial
California
$17K – – –
KKAMG
774
Kernodle & Katon Asset Management Group
Arkansas
$17K +$17K +540 New
RPG
775
Risk Paradigm Group
Texas
$16.2K +$3.75K +118 +30%
29 30
31
32 33