MS icon

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 %
RBA
526
Richard Bernstein Advisors
New York
$551K
CCMU
527
Cheyne Capital Management (UK)
United Kingdom
$539K
CIP
528
Cornerstone Investment Partners
Georgia
$538K
IPC
529
Independent Portfolio Consultants
Florida
$531K +$226K +6,529 +74%
DSC
530
Duncker Streett & Co
Missouri
$529K -$27.7K -800 -5%
BDF
531
Balasa Dinverno & Foltz
$529K
FTI
532
Fiduciary Trust International
Massachusetts
$521K
Dodge & Cox
533
Dodge & Cox
California
$518K +$518K +14,980 New
IIM
534
Intact Investment Management
Quebec, Canada
$515K
BB
535
Bell Bank
North Dakota
$506K -$64.7K -1,870 -11%
UCFA
536
United Capital Financial Advisors
Texas
$502K -$32.6K -944 -6%
LNWWM
537
Laird Norton Wetherby Wealth Management
California
$499K +$6.15K +178 +1%
NFG
538
Next Financial Group
Texas
$494K +$494K +14,289 New
B
539
Baird
Wisconsin
$491K +$491K +14,190 New
KWMG
540
King Wealth Management Group
Florida
$490K +$59.5K +1,723 +14%
PCM
541
Prelude Capital Management
New York
$475K -$1.35M -39,050 -74%
LBG
542
Lloyds Banking Group
United Kingdom
$471K -$160K -4,643 -25%
LCM
543
Laurion Capital Management
New York
$470K
RIM
544
Regent Investment Management
Kentucky
$468K -$62.2K -1,800 -12%
SRC
545
Shufro Rose & Co
New York
$463K -$20.7K -600 -4%
FAAS
546
First Allied Advisory Services
California
$458K +$134K +3,917 +41%
HCM
547
Hodges Capital Management
Texas
$444K
LCM
548
Landscape Capital Management
New Jersey
$436K +$436K +12,600 New
KFS
549
KMS Financial Services
Washington
$420K +$43.8K +1,265 +12%
TCM
550
Twin Capital Management
Pennsylvania
$411K -$421K -12,180 -51%