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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 %
JGIA
801
Jackson Grant Investment Advisers
Connecticut
$5K +$5K +158 New
CAW
802
Cornerstone Advisors (Washington)
Washington
$4K – – –
PRS
803
Pinkerton Retirement Specialists
Idaho
$4K – – –
SSB
804
Sandy Spring Bank
Maryland
$3K -$33.6K -1,119 -92%
LWA
805
Lowe Wealth Advisors
Maryland
$3K – – –
SJIM
806
St. Johns Investment Management
Florida
$3K +$28 +1 +0.9%
PHK
807
Point72 Hong Kong
Hong Kong
$3K +$3K +100 New
BCFS
808
Butensky & Cohen Financial Security
Florida
$2K – – –
AWM
809
AllSquare Wealth Management
New York
$2K – – –
GXMC
810
Global X Management Company
New York
$1K -$1K -44 -50%
KM
811
Kalos Management
Georgia
$1K – – –
CWM
812
Cranbrook Wealth Management
Michigan
$1K – – –
RWA
813
Ropes Wealth Advisors
Massachusetts
$1K +$1K +19 New
BCI
814
Brinker Capital Investments
Pennsylvania
$1K +$606 +20 +154%
Carson Wealth (CWM LLC)
815
Carson Wealth (CWM LLC)
Nebraska
$1K +$1K +29 New
Winslow Capital Management
816
Winslow Capital Management
Minnesota
– -$174M -5,526,385 Closed
CCI
817
Columbus Circle Investors
– -$137M -4,353,138 Closed
Capital International Investors
818
Capital International Investors
California
– -$38.2M -1,211,627 Closed
Arrowstreet Capital
819
Arrowstreet Capital
Massachusetts
– -$24.1M -763,714 Closed
HCCM
820
Herring Creek Capital Management
Connecticut
– -$16.2M -515,522 Closed
ARTA
821
A.R.T. Advisors
New York
– -$16M -508,846 Closed
EAM
822
EverPoint Asset Management
Connecticut
– -$12.6M -400,000 Closed
BCM
823
Bridgeway Capital Management
Texas
– -$11.4M -361,105 Closed
Point72 Asset Management
824
Point72 Asset Management
Connecticut
– -$11.3M -360,100 Closed
Mariner
825
Mariner
Kansas
– -$11.2M -356,079 Closed
31 32
33
34 35