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Morgan Stanley
MS

Overview Fund Activity

790 hedge funds and large institutions have $64.8B invested in Morgan Stanley in 2014 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 290 increasing their positions, 272 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
790
Holders Change
+59
Holders Change %
+8.07%
% of All Funds
21.08%
Holding in Top 10
34
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+41.67%
% of All Funds
0.91%
New
114
Increased
290
Reduced
272
Closed
45
Calls
$558M
Puts
$1.4B
Net Calls
-$837M
Net Calls Change
-$307M

Top Buyers

1
CG
Carmignac Gestion
France
+$379M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$181M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$134M
4
Jennison Associates
Jennison Associates
New York
+$121M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$104M

Top Sellers

1
CANY
Caxton Associates (New York)
New York
-$206M
2
FAM
Fred Alger Management
New York
-$180M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
-$111M
4
Franklin Resources
Franklin Resources
California
-$103M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$84.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACI
476
Alpha Cubed Investments
California
$1.19M +$333K +8,588 +39%
ID
477
Integral Derivatives
New York
$1.19M +$902K +23,250 +318%
AAIM
478
American Assets Investment Management
California
$1.16M – – –
SI
479
Sprott Inc
Ontario, Canada
$1.16M – – –
WWM
480
Willingdon Wealth Management
North Carolina
$1.16M +$1.16M +30,000 New
DWA
481
Dorsey Wright & Associates
California
$1.15M +$1.15M +29,704 New
MAM
482
Martingale Asset Management
Massachusetts
$1.15M -$1.7M -43,896 -60%
TYCC
483
Texas Yale Capital Corp
Florida
$1.14M -$89.8K -2,314 -7%
BGDI
484
BW Gestao de Investimentos
Brazil
$1.14M -$1.24K -32 -0.1%
DPIM
485
Duff & Phelps Investment Management
Illinois
$1.12M -$64K -1,650 -5%
BC
486
Banced Corp
Illinois
$1.11M +$34.7K +893 +3%
BMM
487
Buffington Mohr McNeal
Idaho
$1.11M +$1.11M +28,625 New
LTFS
488
Ladenburg Thalmann Financial Services
Florida
$1.09M +$393K +10,157 +56%
Cambridge Investment Research Advisors
489
Cambridge Investment Research Advisors
Iowa
$1.09M +$16.4K +423 +2%
RFC
490
Regions Financial Corp
Alabama
$1.06M -$56K -1,443 -5%
CAM
491
Cacti Asset Management
Georgia
$1.05M -$38.8K -1,000 -4%
OMCS
492
Old Mutual Customised Solutions
South Africa
$1.04M -$34.9K -900 -3%
NES
493
New England Securities
New York
$1.02M +$1.01M +26,157 +11,037%
SM
494
Salzhauer Michael
$1.02M -$4.34K -112 -0.4%
WBG
495
Wharton Business Group
Pennsylvania
$1.02M +$22.9K +590 +2%
RIL
496
Rothschild Investment LLC
Illinois
$1.01M -$35.7K -920 -3%
PAI
497
Pittenger & Anderson Inc
Nebraska
$1M +$243K +6,270 +32%
CNBT
498
Canandaigua National Bank & Trust
New York
$993K -$10.3K -265 -1%
DG
499
Davidson & Garrard
Virginia
$975K +$154K +3,962 +19%
GCA
500
Guardian Capital Advisors
Ontario, Canada
$974K – – –
18 19
20
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