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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 %
SOMRS
176
State of Michigan Retirement System
Michigan
$16.4M -$1.08M -33,800 -6%
DDPIC
177
Deroy & Devereaux Private Investment Counsel
Michigan
$16.4M -$139K -4,381 -0.8%
US Bancorp
178
US Bancorp
Minnesota
$16.1M -$4.17M -131,017 -21%
CC
179
Chubb Corp
New Jersey
$15.6M – – –
DL
180
Delta Lloyd
Netherlands
$15.3M -$555K -17,446 -3%
GWM
181
Greenwich Wealth Management
Connecticut
$14.8M -$2.4M -75,500 -14%
ProShare Advisors
182
ProShare Advisors
Maryland
$14.7M +$799K +25,103 +6%
BVDMP
183
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$14.5M – – –
RCM
184
Riverhead Capital Management
Delaware
$14.4M -$3.26M -102,378 -18%
PNC Financial Services Group
185
PNC Financial Services Group
Pennsylvania
$14.2M -$67.1K -2,111 -0.5%
FMI
186
Factory Mutual Insurance
Massachusetts
$13.8M +$8.75M +275,000 +172%
AC
187
Ascend Capital
California
$13.8M +$13.8M +434,140 New
IAM
188
Impax Asset Management
New Hampshire
$13.8M -$13.3M -417,772 -49%
GIBU
189
Gulf International Bank (UK)
United Kingdom
$13.8M +$229K +7,200 +2%
PG
190
PEAK6 Group
Illinois
$13.6M -$6.29M -197,599 -32%
AIA
191
Avalon Investment & Advisory
Texas
$13.5M -$1.59M -49,965 -11%
ASRS
192
Arizona State Retirement System
Arizona
$13.2M -$60.4K -1,900 -0.5%
LCS
193
Levin Capital Strategies
New York
$13.1M +$1.95M +61,335 +17%
Macquarie Group
194
Macquarie Group
Australia
$13.1M +$2.02M +63,400 +18%
WCP
195
Welch Capital Partners
New York
$12.9M – – –
AIA
196
Affinity Investment Advisors
California
$12.8M – – –
Lazard Asset Management
197
Lazard Asset Management
New York
$12.5M -$793K -24,921 -6%
Public Sector Pension Investment Board (PSP Investments)
198
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$12.3M -$506K -15,900 -4%
EB
199
Eastern Bank
Massachusetts
$12.2M +$135K +4,251 +1%
HJMC
200
Hellman Jordan Management Company
Massachusetts
$12.1M -$119K -3,735 -1%
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