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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 %
HHC
826
Hutchin Hill Capital
New York
– -$11.1M -351,900 Closed
CIM
827
Calvert Investment Management
Maryland
– -$11M -348,289 Closed
MME
828
Meag Munich Ergo
Germany
– -$8.24M -261,063 Closed
Mirae Asset Global Investments
829
Mirae Asset Global Investments
South Korea
– -$7.84M -248,962 Closed
TCGI
830
Three Corner Global Investors
New York
– -$7.33M -232,700 Closed
AH
831
Achievement Holdings
Illinois
– -$6.97M -221,100 Closed
LOAMU
832
Lombard Odier Asset Management (USA)
New York
– -$4.42M -140,437 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
833
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$3.46M -109,800 Closed
SM
834
SLS Management
New York
– -$3.45M -109,619 Closed
FMBTD
835
First Midwest Bank Trust Division
Illinois
– -$2.83M -89,902 Closed
DCMM
836
DG Capital Management (Massachusetts)
Massachusetts
– -$2.54M -80,570 Closed
FAM
837
Fortaleza Asset Management
Illinois
– -$2.12M -67,155 Closed
TNBTD
838
Trustmark National Bank Trust Department
Mississippi
– -$2.05M -65,078 Closed
DIA
839
Denver Investment Advisors
Colorado
– -$2.02M -64,145 Closed
IP
840
Interval Partners
New York
– -$1.95M -61,911 Closed
PP
841
PDT Partners
New York
– -$1.93M -61,400 Closed
VAM
842
Verity Asset Management
North Carolina
– -$1.86M -59,093 Closed
CA
843
Cornerstone Advisors
North Carolina
– -$1.73M -55,000 Closed
NAM
844
NorthCoast Asset Management
Connecticut
– -$1.68M -53,472 Closed
GP
845
GLG Partners
United Kingdom
– -$1.65M -52,298 Closed
MFS
846
Monetta Financial Services
Illinois
– -$1.51M -48,000 Closed
DCC
847
Dow Chemical Company
Michigan
– -$1.32M -42,000 Closed
KC
848
Kingfisher Capital
North Carolina
– -$1.29M -41,064 Closed
SI
849
SII Investments
Wisconsin
– -$1.26M -39,900 Closed
TWI
850
Thomas White International
Illinois
– -$1.23M -39,014 Closed
32 33
34
35 36