MS icon

Morgan Stanley

788 hedge funds and large institutions have $55.7B invested in Morgan Stanley in 2015 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 275 increasing their positions, 324 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
788
Holders Change
-2
Holders Change %
-0.25%
% of All Funds
21.02%
Holding in Top 10
18
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-47.06%
% of All Funds
0.48%
New
74
Increased
275
Reduced
324
Closed
65
Calls
$347M
Puts
$1.14B
Net Calls
-$797M
Net Calls Change
+$39.6M
Name Holding Trade Value Shares
Change
Shares
Change %
CWA
301
Constellation Wealth Advisors
New York
$5.14M
SAM
302
Securian Asset Management
Minnesota
$5.13M -$1.88B -52,756,320 -100%
FVCM
303
F&V Capital Management
Florida
$5.06M +$262K +7,335 +5%
PGFC
304
Peapack-Gladstone Financial Corp
New Jersey
$5M +$55.8K +1,563 +1%
ST
305
Sentinel Trust
Texas
$4.99M +$162K +4,540 +3%
AIC
306
Argus Investors Counsel
New York
$4.94M +$170K +4,775 +4%
SC
307
Scotia Capital
Ontario, Canada
$4.89M -$32.7K -915 -0.7%
NI
308
Numeric Investors
Massachusetts
$4.89M -$3.04M -85,200 -38%
SRCM
309
Sterling Ridge Capital Management
New York
$4.86M +$4.86M +136,250 New
AAF
310
Andra AP-fonden
Sweden
$4.86M -$846K -23,700 -15%
CM
311
Churchill Management
California
$4.76M +$104K +2,920 +2%
SM
312
SLS Management
New York
$4.64M +$4.64M +130,015 New
SIM
313
Sentry Investment Management
Wisconsin
$4.63M +$146K +4,100 +3%
MLL
314
Moody Lynn & Lieberson
Massachusetts
$4.62M +$4.62M +129,380 New
GCP
315
GSA Capital Partners
United Kingdom
$4.56M +$4.56M +127,739 New
V
316
Veritable
Delaware
$4.55M -$3.22M -90,209 -41%
PP
317
PDT Partners
New York
$4.55M +$3.2M +89,752 +238%
SIP
318
Stoneridge Investment Partners
Pennsylvania
$4.48M +$525K +14,723 +13%
LBC
319
Lowe Brockenbrough & Co
Virginia
$4.44M +$40.7K +1,140 +0.9%
CLOS
320
Compagnie Lombard Odier SCmA
Switzerland
$4.37M +$2.08M +58,204 +91%
JAM
321
Jupiter Asset Management
United Kingdom
$4.36M -$4.49M -125,800 -51%
SMDAM
322
Sumitomo Mitsui DS Asset Management
Japan
$4.28M -$334K -9,359 -7%
WPIC
323
White Pine Investment Company
Michigan
$4.18M +$892 +25 +0%
Commonwealth Equity Services
324
Commonwealth Equity Services
Massachusetts
$4.17M +$839K +23,512 +25%
CAM
325
Capstone Asset Management
Texas
$4.16M +$175K +4,890 +4%