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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 %
DD
501
Dominick & Dominick
New York
$974K +$7.8K +201 +0.8%
PSUF
502
People's United Financial
Connecticut
$973K +$11K +284 +1%
BCM
503
Brown Capital Management
Maryland
$972K +$972K +25,055 New
AWA
504
AmeriServ Wealth Advisors
Pennsylvania
$954K +$50.2K +1,294 +6%
VIA
505
Vantage Investment Advisors
Pennsylvania
$950K +$32.8K +845 +4%
Jones Financial Companies
506
Jones Financial Companies
Missouri
$923K -$59.6K -1,535 -6%
AP
507
Advisor Partners
California
$918K +$41.2K +1,088 +5%
TBA
508
Train Babcock Advisors
New York
$914K -$15.5K -400 -2%
ECM
509
Everence Capital Management
Indiana
$885K – – –
Janney Montgomery Scott
510
Janney Montgomery Scott
Pennsylvania
$882K +$92K +2,370 +12%
CWM
511
Concert Wealth Management
California
$877K +$236K +6,082 +37%
CIM
512
CIM Investment Management
Pennsylvania
$873K – – –
GT
513
Glenmede Trust
Pennsylvania
$873K +$423K +10,912 +94%
CB
514
Commerce Bank
Missouri
$870K +$222K +5,732 +34%
CBT
515
Central Bank & Trust
Kentucky
$866K -$14.2K -367 -2%
TSWM
516
Triangle Securities Wealth Management
North Carolina
$861K +$17.5K +450 +2%
RTIM
517
Round Table Investment Management
North Carolina
$854K – – –
DLG
518
Daniel L. Goodwin
$854K – – –
TH
519
TCTC Holdings
Texas
$843K – – –
TFA
520
Transamerica Financial Advisors
Florida
$834K +$777K +20,017 +1,364%
B
521
Baird
Wisconsin
$824K +$274K +7,054 +50%
CSS
522
Cubist Systematic Strategies
Connecticut
$814K -$1.97M -50,919 -71%
IMAS
523
ID Management A/S
Denmark
$812K – – –
CC
524
Courier Capital
New York
$800K +$7.77K +200 +1%
BA
525
Birinyi Associates
Connecticut
$786K +$38.8K +1,000 +5%
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