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Morgan Stanley

733 hedge funds and large institutions have $50.2B invested in Morgan Stanley in 2014 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 267 increasing their positions, 280 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
733
Holders Change
+3
Holders Change %
+0.41%
% of All Funds
21.08%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.75%
New
61
Increased
267
Reduced
280
Closed
53
Calls
$457M
Puts
$847M
Net Calls
-$389M
Net Calls Change
-$165M
Name Holding Trade Value Shares
Change
Shares
Change %
PAI
501
Pittenger & Anderson Inc
Nebraska
$632K +$2.43K +75 +0.4%
PAM
502
Princeton Alpha Management
New Jersey
$612K -$70.6K -2,186 -10%
MME
503
Meag Munich Ergo
Germany
$612K
Janney Montgomery Scott
504
Janney Montgomery Scott
Pennsylvania
$606K +$91.8K +2,841 +18%
ATC
505
Argent Trust Company
Louisiana
$604K +$388K +12,010 +180%
SIM
506
Spark Investment Management
New York
$601K +$601K +18,600 New
LTFS
507
Ladenburg Thalmann Financial Services
Florida
$598K +$56.7K +1,756 +10%
LBG
508
Lloyds Banking Group
United Kingdom
$590K -$25.6M -793,377 -98%
SHA
509
Smith Hayes Advisers
Nebraska
$589K -$1.39K -43 -0.2%
FNT
510
First National Trust
Pennsylvania
$589K +$81.7K +2,527 +16%
LOAMS
511
Lombard Odier Asset Management (Switzerland)
Switzerland
$589K +$589K +18,271 New
PAG
512
Private Advisor Group
New Jersey
$583K +$3.37K +104 +0.6%
FM
513
Family Management
New York
$583K +$147K +4,550 +34%
DAM
514
Delta Asset Management
Tennessee
$581K
WC
515
Whitnell & Co
Illinois
$579K
PGIM
516
Pacific Global Investment Management
California
$570K -$13.1K -406 -2%
WFM
517
Wilmington Funds Management
Delaware
$562K -$430K -13,300 -43%
M&T Bank
518
M&T Bank
New York
$560K +$42K +1,300 +8%
BF
519
BOK Financial
Oklahoma
$550K +$9.54K +295 +2%
III
520
Independent Investors Inc
New York
$546K
ARM
521
Adirondack Research & Management
New York
$536K -$6.47K -200 -1%
BB
522
Bell Bank
North Dakota
$534K -$218K -6,744 -29%
CBU
523
CIBC Bank USA
Illinois
$528K -$3.17K -98 -0.6%
FNFDCM
524
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$527K
WP
525
WMS Partners
Maryland
$525K