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Morgan Stanley
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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.

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 %
MTB
76
Mizuho Trust & Banking
Japan
$74.8M +$3.99M +123,885 +6%
AQR Capital Management
77
AQR Capital Management
Connecticut
$74.8M -$52.5M -1,648,978 -41%
WRF
78
Waddell & Reed Financial
Kansas
$73.6M +$56.8M +1,784,862 +338%
AIM
79
abrdn Investment Management
United Kingdom
$70.3M +$11M +345,632 +19%
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$67.3M -$415K -13,050 -0.6%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$66.8M -$65.8K -2,068 -0.1%
RhumbLine Advisers
82
RhumbLine Advisers
Massachusetts
$65.8M +$146K +4,580 +0.2%
Barclays
83
Barclays
United Kingdom
$65.1M +$42.1M +1,358,102 +183%
AII
84
AGF Investments Inc
Ontario, Canada
$65.1M -$988K -31,062 -1%
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$63.6M -$1.92M -60,505 -3%
Marshall Wace
86
Marshall Wace
United Kingdom
$63.4M +$14.2M +446,980 +29%
Principal Financial Group
87
Principal Financial Group
Iowa
$62.7M -$1.23M -38,538 -2%
BGIM
88
Brandywine Global Investment Management
Pennsylvania
$62.5M +$510K +16,034 +0.8%
Citigroup
89
Citigroup
New York
$62.3M +$1.61M +50,660 +3%
1832 Asset Management
90
1832 Asset Management
Ontario, Canada
$62.1M +$5.54M +171,500 +10%
State of Wisconsin Investment Board
91
State of Wisconsin Investment Board
Wisconsin
$60.6M -$331K -10,410 -0.5%
PPA
92
Parametric Portfolio Associates
Washington
$60.1M +$3.15M +99,154 +6%
BJ
93
BlackRock Japan
Japan
$59.5M -$402K -12,630 -0.7%
State of New Jersey Common Pension Fund D
94
State of New Jersey Common Pension Fund D
New Jersey
$58.8M – – –
GI
95
GAMCO Investors
Connecticut
$58.4M -$624K -19,630 -1%
HSBC Holdings
96
HSBC Holdings
United Kingdom
$57.1M -$16.4M -516,094 -22%
State of Tennessee, Department of Treasury
97
State of Tennessee, Department of Treasury
Tennessee
$55.5M -$11.7M -369,238 -17%
Fifth Third Bancorp
98
Fifth Third Bancorp
Ohio
$55M -$3.36M -105,757 -6%
RFC
99
Russell Frank Company
Washington
$52.6M -$39.2M -1,214,740 -43%
Allianz Asset Management
100
Allianz Asset Management
Germany
$52.4M -$19.8M -617,364 -27%
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4
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