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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
T. Rowe Price Associates
Maryland
$4.13B
2
DCM
Discovery Capital Management
Connecticut
$137M
3
TP
Third Point
New York
$95.4M
4
FAM
Fred Alger Management
New York
$100M
5
WRF
Waddell & Reed Financial
Kansas
$73.6M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
$2B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$904M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
$0
4
CCI
Columbus Circle Investors
$0
5
NI
Numeric Investors
Massachusetts
$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
IGIM
151
I.G. Investment Management
Manitoba, Canada
$21.8M -$6.67M -209,713 -23%
KBC Group
152
KBC Group
Belgium
$21.7M +$8.09M +254,444 +60%
American Century Companies
153
American Century Companies
Missouri
$21.3M -$3.59M -112,774 -14%
Zurich Cantonal Bank
154
Zurich Cantonal Bank
Switzerland
$21M -$1.44M -45,274 -6%
Morgan Stanley
155
Morgan Stanley
New York
$20.9M -$1.53M -48,023 -7%
CM
156
Castleark Management
Illinois
$20.7M -$16.8M -527,190 -45%
D.E. Shaw & Co
157
D.E. Shaw & Co
New York
$20.7M -$57.5M -1,806,488 -74%
Aristotle Capital Management
158
Aristotle Capital Management
California
$20.7M +$4.14M +130,000 +25%
Schroder Investment Management Group
159
Schroder Investment Management Group
United Kingdom
$20.6M -$90M -2,828,665 -81%
RC
160
RBF Capital
California
$20.4M +$159K +5,000 +0.8%
AG
161
Aperio Group
California
$19.7M +$1.31M +41,025 +7%
Royal London Asset Management
162
Royal London Asset Management
United Kingdom
$19.6M +$393K +12,178 +2%
BA
163
Boston Advisors
Massachusetts
$19.3M +$11.4M +359,136 +145%
BCIM
164
British Columbia Investment Management
British Columbia, Canada
$19M +$1.31M +41,142 +7%
TRSOTSOK
165
Teachers Retirement System of the State of Kentucky
Kentucky
$18.7M +$11.9M +375,000 +177%
HIIFS
166
Harel Insurance Investments & Financial Services
Israel
$18.5M +$18.5M +581,260 New
TGA
167
Trilogy Global Advisors
Florida
$18.3M +$18.3M +576,540 New
WG
168
Winton Group
United Kingdom
$18.2M +$13.7M +430,813 +302%
N
169
Natixis
France
$17.9M +$17.9M +562,644 New
NG
170
NatWest Group
United Kingdom
$17.3M -$3.8M -119,404 -18%
TPSF
171
Texas Permanent School Fund
Texas
$17M -$297K -9,336 -2%
FLPIM
172
F.L. Putnam Investment Management
Massachusetts
$16.9M +$840K +26,392 +5%
PHAM
173
Pacific Heights Asset Management
California
$16.9M – – –
AIG
174
American International Group
New York
$16.7M -$224K -7,040 -1%
Nisa Investment Advisors
175
Nisa Investment Advisors
Missouri
$16.5M +$286K +8,998 +2%
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