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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 %
SIG
776
Stanford Investment Group
California
$16K – – –
TWMP
777
Taylor Wealth Management Partners
Massachusetts
$16K – – –
HR
778
Howe & Rusling
New York
$15K – – –
MA
779
MUFG Americas
New York
$14K – – –
DPA
780
Delphi Private Advisors
California
$14K +$14K +425 New
GI
781
Gradient Investments
Minnesota
$12K +$9.2K +289 +328%
MAM
782
Meeder Asset Management
Ohio
$12K +$12K +377 New
TSU
783
TD Securities (USA)
New York
$11K -$17.3K -532 -61%
KCPG
784
Kavar Capital Partners Group
Kansas
$11K – – –
OC
785
Oakworth Capital
Alabama
$11K – – –
WEC
786
Winslow Evans & Crocker
Massachusetts
$10.4K – – –
MWP
787
MYCIO Wealth Partners
Pennsylvania
$10K -$3.63K -109 -27%
FMII
788
Farmers & Merchants Investments Inc
Nebraska
$10K -$968 -30 -9%
GWM
789
Gupta Wealth Management
California
$10K – – –
RFA
790
Reilly Financial Advisors
California
$9K +$2.66K +84 +42%
TFO
791
Tarbox Family Office
California
$9K +$3.4K +102 +61%
VCM
792
Vigilant Capital Management
Maine
$9K +$9K +271 New
PCP
793
Proficio Capital Partners
Massachusetts
$8K +$8K +240 New
CHC
794
City Holding Co
West Virginia
$6K – – –
FNBOO
795
First National Bank of Omaha
Nebraska
$5.58K -$143 -4,493 -2%
Nuveen Asset Management
796
Nuveen Asset Management
Illinois
$5.11K -$20.5K -643,860 -80%
WP
797
WealthPLAN Partners
Nebraska
$5.09K +$5.09K +160 New
TSW
798
Thompson Siegel & Walmsley
Virginia
$5K – – –
KF
799
Krilogy Financial
Missouri
$5K – – –
FPB
800
First PREMIER Bank
South Dakota
$5K +$5K +156 New
30 31
32
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