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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 %
LP
851
LMR Partners
United Kingdom
– -$1.03M -32,693 Closed
AIU
852
Algebris Investments (UK)
United Kingdom
– -$1.01M -32,150 Closed
CPIM
853
Columbia Partners Investment Management
Virginia
– -$988K -31,372 Closed
MLIM
854
Mountain Lake Investment Management
Florida
– -$970K -30,800 Closed
EIA
855
Edgemoor Investment Advisors
Maryland
– -$936K -29,715 Closed
UOC
856
UBS O'Connor
Illinois
– -$867K -27,538 Closed
Jane Street
857
Jane Street
New York
– -$738K -23,443 Closed
DVM
858
Dreman Value Management
Florida
– -$698K -22,146 Closed
RTIM
859
Round Table Investment Management
North Carolina
– -$693K -22,000 Closed
ATN
860
AMF Tjänstepension
Sweden
– -$639K -20,300 Closed
VAM
861
Visium Asset Management
New York
– -$607K -19,265 Closed
III
862
Independent Investors Inc
New York
– -$576K -18,300 Closed
KIG
863
Kessler Investment Group
Indiana
– -$520K -16,515 Closed
RCM
864
Reynolds Capital Management
Nevada
– -$413K -13,100 Closed
VIA
865
Vident Investment Advisory
Georgia
– -$396K -12,575 Closed
Tudor Investment Corp
866
Tudor Investment Corp
Connecticut
– -$394K -12,500 Closed
BRWA
867
B. Riley Wealth Advisors
Florida
– -$333K -10,515 Closed
CIC
868
Cornercap Investment Counsel
Georgia
– -$317K -10,055 Closed
TTWM
869
TCV Trust & Wealth Management
Virginia
– -$285K -9,041 Closed
LH
870
Lebenthal Holdings
New York
– -$279K -8,845 Closed
BCM
871
Bluefin Capital Management
New York
– -$246K -7,822 Closed
DCLA
872
Douglas C. Lane & Associates
New York
– -$229K -7,273 Closed
LCP
873
Lombardia Capital Partners
California
– -$229K -7,265 Closed
CL
874
Choreo LLC
Illinois
– -$226K -7,176 Closed
BAS
875
Brown Advisory Securities
Maryland
– -$227K -7,128 Closed
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