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Morgan Stanley

731 hedge funds and large institutions have $54.2B invested in Morgan Stanley in 2014 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 287 increasing their positions, 261 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
731
Holders Change
-2
Holders Change %
-0.27%
% of All Funds
21.23%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.7%
New
56
Increased
287
Reduced
261
Closed
50
Calls
$513M
Puts
$1.04B
Net Calls
-$529M
Net Calls Change
-$140M
Name Holding Trade Value Shares
Change
Shares
Change %
WBG
476
Wharton Business Group
Pennsylvania
$891K
Jones Financial Companies
477
Jones Financial Companies
Missouri
$876K -$80.3K -2,321 -8%
AAP
478
Ardsley Advisory Partners
Connecticut
$864K +$864K +25,000 New
DD
479
Dominick & Dominick
New York
$861K +$22.1K +640 +3%
PSUF
480
People's United Financial
Connecticut
$858K -$97.8K -2,825 -10%
TBA
481
Train Babcock Advisors
New York
$828K
VIA
482
Vantage Investment Advisors
Pennsylvania
$817K +$77.3K +2,235 +10%
BIM
483
Beach Investment Management
Pennsylvania
$808K -$162K -4,690 -17%
AWA
484
AmeriServ Wealth Advisors
Pennsylvania
$805K
AP
485
Advisor Partners
California
$801K +$53.4K +1,545 +7%
CBT
486
Central Bank & Trust
Kentucky
$785K -$205K -5,922 -21%
ECM
487
Everence Capital Management
Indiana
$783K
ICM
488
Ionic Capital Management
New York
$781K +$781K +22,600 New
CIM
489
CIM Investment Management
Pennsylvania
$778K -$36K -1,041 -4%
FNB
490
First Niagara Bank
New York
$775K -$20.8K -600 -3%
ACI
491
Alpha Cubed Investments
California
$762K +$255K +7,379 +50%
RTIM
492
Round Table Investment Management
North Carolina
$761K
DLG
493
Daniel L. Goodwin
$761K
TSWM
494
Triangle Securities Wealth Management
North Carolina
$751K
TH
495
TCTC Holdings
Texas
$751K +$7.61K +220 +1%
DG
496
Davidson & Garrard
Virginia
$732K -$21.9K -632 -3%
IMAS
497
ID Management A/S
Denmark
$724K +$724K +20,938 New
CC
498
Courier Capital
New York
$705K -$28.4K -822 -4%
Janney Montgomery Scott
499
Janney Montgomery Scott
Pennsylvania
$704K +$55.9K +1,617 +9%
GAG
500
GM Advisory Group
New York
$684K