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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 %
FA
876
FDx Advisors
Illinois
– -$224K -7,109 Closed
RC
877
RegentAtlantic Capital
New Jersey
– -$222K -7,048 Closed
ATC
878
Argent Trust Co
Tennessee
– -$212K -6,724 Closed
CC
879
Cornerstone Capital
California
– -$209K -6,634 Closed
SRSA
880
S.R. Schill & Associates
Washington
– -$204K -6,472 Closed
CSMF
881
Charles Stewart Mott Foundation
Michigan
– -$202K -6,422 Closed
Baird Financial Group
882
Baird Financial Group
Wisconsin
– -$201K -6,391 Closed
SLG
883
Stanley-Laman Group
Pennsylvania
– -$193K -6,136 Closed
PCM
884
Prelude Capital Management
New York
– -$172K -5,453 Closed
RIA
885
Regal Investment Advisors
Michigan
– -$114K -3,634 Closed
JIM
886
Jupiter Investment Management
United Kingdom
– -$85K -2,700 Closed
BCM
887
Brookstone Capital Management
Illinois
– -$84K -2,680 Closed
IC
888
IKOS CIF
Cyprus
– -$50K -1,600 Closed
BCA
889
Bray Capital Advisors
Florida
– -$49K -1,550 Closed
FNYS
890
First New York Securities
New York
– -$34.7K -1,100 Closed
AW
891
Alpha Windward
Massachusetts
– -$23K -730 Closed
SSG
892
Summit Securities Group
New York
– -$19K -600 Closed
SFPIA
893
Stevens First Principles Investment Advisors
California
– -$16K -500 Closed
LYV
894
Live Your Vision
Pennsylvania
– -$15K -484 Closed
SIM
895
Sonora Investment Management
Arizona
– -$9K -273 Closed
DOA
896
D'Orazio & Associates
Virginia
– -$6K -170 Closed
CG
897
Colony Group
Massachusetts
– -$3K -104 Closed
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