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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.

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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$904M
2
Winslow Capital Management
2
Winslow Capital Management
Minnesota
$0
3
CCI
3
Columbus Circle Investors
$0
4
NI
4
Numeric Investors
Massachusetts
$10.7M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$20.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Mitsubishi UFJ Financial Group
1
Mitsubishi UFJ Financial Group
Japan
$13.7B 432,017,152 – –
State Street
2
State Street
Massachusetts
$4.37B 137,364,551 -213,320 -0.2%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$4.13B 129,917,922 +19,370,044 +18%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.6B 81,596,782 +1,012,499 +1%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.08B 65,289,751 +722,447 +1%
LTI
6
Laffer Tengler Investments
Tennessee
– – – –
BIT
7
BlackRock Institutional Trust
California
$1.23B 38,646,227 -284,125 -0.7%
Invesco
8
Invesco
Georgia
$919M 28,886,654 -1,423,284 -5%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$904M 28,408,277 -11,951,487 -30%
Jennison Associates
10
Jennison Associates
New York
$714M 22,440,588 -433,635 -2%
Franklin Resources
11
Franklin Resources
California
$633M 19,905,874 -169,863 -0.8%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$592M 18,611,413 +85,534 +0.5%
BFA
13
BlackRock Fund Advisors
California
$592M 18,606,957 +1,165,522 +7%
Northern Trust
14
Northern Trust
Illinois
$535M 16,821,837 -1,780,675 -10%
Eagle Capital Management (New York)
15
Eagle Capital Management (New York)
New York
$516M 16,228,525 +133,515 +0.8%
TCIM
16
TIAA CREF Investment Management
New York
$496M 15,600,707 +237,498 +2%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$402M 12,673,542 -119,726 -0.9%
BG
18
BlackRock Group
United Kingdom
$383M 12,051,612 -111,934 -0.9%
BA
19
BlackRock Advisors
Delaware
$381M 11,963,612 -30,504 -0.3%
Norges Bank
20
Norges Bank
Norway
$310M 9,737,246 +1,441,030 +17%
Diamond Hill Capital Management
21
Diamond Hill Capital Management
Ohio
$302M 9,499,721 +479,790 +5%
Pzena Investment Management
22
Pzena Investment Management
New York
$302M 9,483,618 -194,547 -2%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$276M 8,667,917 -184,324 -2%
UBS AM
24
UBS AM
Illinois
$260M 8,164,927 -1,866,538 -19%
Capital World Investors
25
Capital World Investors
California
$245M 7,706,295 +3,744 +0%
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