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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 %
UCFA
501
United Capital Financial Advisors
Texas
$910K +$302K +8,098 +50%
RIL
502
Rothschild Investment LLC
Illinois
$909K -$22.3K -624 -2%
BC
503
Banced Corp
Illinois
$892K -$129K -3,608 -13%
Wellington Management Group
504
Wellington Management Group
Massachusetts
$891K -$956K -26,790 -52%
LGC
505
Laurel Grove Capital
California
$885K +$528K +14,800 +148%
MFIMFI
506
Mesirow Financial Investment Management - Fixed Income
Illinois
$849K -$357K -9,998 -30%
HAM
507
Highstreet Asset Management
Ontario, Canada
$845K -$842K -23,587 -50%
PSUF
508
People's United Financial
Connecticut
$844K -$51.3K -1,437 -6%
AP
509
Advisor Partners
California
$841K -$24.3K -681 -3%
TBA
510
Train Babcock Advisors
New York
$837K -$3.57K -100 -0.4%
ECM
511
Everence Capital Management
Indiana
$816K
BCM
512
BlueCrest Capital Management
Jersey
$812K +$812K +22,749 New
CC
513
Courier Capital
New York
$805K +$69.6K +1,950 +9%
CIM
514
CIM Investment Management
Pennsylvania
$803K
CBT
515
Central Bank & Trust
Kentucky
$802K +$5.46K +153 +0.7%
AWA
516
AmeriServ Wealth Advisors
Pennsylvania
$801K -$77.7K -2,175 -9%
CB
517
Commerce Bank
Missouri
$800K
CIM
518
CenturyLink Investment Management
Colorado
$799K +$799K +22,397 New
Jones Financial Companies
519
Jones Financial Companies
Missouri
$796K -$53.4K -1,496 -6%
TSWM
520
Triangle Securities Wealth Management
North Carolina
$787K -$5K -140 -0.6%
RTIM
521
Round Table Investment Management
North Carolina
$785K
DLG
522
Daniel L. Goodwin
$785K
GCA
523
Guardian Capital Advisors
Ontario, Canada
$784K -$239K -5,400 -23%
TH
524
TCTC Holdings
Texas
$775K
FAAS
525
First Allied Advisory Services
California
$755K +$57.2K +1,611 +8%