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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 %
Retirement Systems of Alabama
101
Retirement Systems of Alabama
Alabama
$50.8M -$1.06M -33,469 -2%
SO
102
STRS Ohio
Ohio
$50.4M -$232K -7,287 -0.5%
PAM
103
Panagora Asset Management
Massachusetts
$48.4M -$1.85M -58,128 -4%
Capital Fund Management (CFM)
104
Capital Fund Management (CFM)
France
$46.1M +$14.7M +461,638 +47%
USAA
105
United Services Automobile Association
Texas
$45.8M +$1.11M +34,988 +2%
Caisse de Depot et Placement du Quebec (CDPQ)
106
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$45.3M +$23.8M +749,558 +111%
NMIMC
107
Northwestern Mutual Investment Management Company
Wisconsin
$44.8M +$10.1M +317,455 +29%
DRZID
108
DePrince Race & Zollo Inc (DRZ)
Florida
$43.4M +$9.63M +302,580 +28%
NFA
109
Nationwide Fund Advisors
Ohio
$43.3M +$7.91M +248,683 +22%
CCP
110
Clough Capital Partners
Massachusetts
$42.5M -$1.19M -37,510 -3%
KeyBank National Association
111
KeyBank National Association
Ohio
$40.3M +$577K +18,128 +1%
GIA
112
Gateway Investment Advisers
Ohio
$39.9M -$70.3K -2,210 -0.2%
SAM
113
Sentinel Asset Management
Vermont
$39.7M -$7.17M -225,500 -15%
Chevy Chase Trust
114
Chevy Chase Trust
Maryland
$39.6M -$81K -2,545 -0.2%
Korea Investment Corp
115
Korea Investment Corp
South Korea
$39.1M +$4.22M +132,800 +12%
SB
116
Suntrust Banks
Georgia
$38.2M +$1.56M +48,957 +4%
MCM
117
Moore Capital Management
New York
$38.2M +$34.2M +1,075,000 +860%
Credit Agricole
118
Credit Agricole
France
$37.4M +$17.9M +561,224 +91%
Canada Pension Plan Investment Board
119
Canada Pension Plan Investment Board
Ontario, Canada
$34.9M -$9.01M -283,250 -21%
ASC
120
Atalanta Sosnoff Capital
New York
$34.9M -$4.05M -127,409 -10%
Ohio Public Employees Retirement System (OPERS)
121
Ohio Public Employees Retirement System (OPERS)
Ohio
$34.9M -$593K -18,633 -2%
Neuberger Berman Group
122
Neuberger Berman Group
New York
$34.3M +$5.15M +161,920 +18%
AAM
123
Aberdeen Asset Management
United Kingdom
$34.2M +$1.47M +45,476 +4%
AI
124
Axiom Investors
Connecticut
$33.8M -$2.36M -74,120 -7%
EARNEST Partners
125
EARNEST Partners
Georgia
$33.3M -$256K -8,033 -0.8%
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5
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