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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 %
Walleye Trading
526
Walleye Trading
New York
$772K -$4.88M -125,741 -86%
FAAS
527
First Allied Advisory Services
California
$770K +$244K +6,228 +46%
CFG
528
Cambridge Financial Group
Ohio
$768K -$7.27M -187,419 -90%
H
529
Hexavest
Quebec, Canada
$760K – – –
Capital Fund Management (CFM)
530
Capital Fund Management (CFM)
France
$737K -$806K -20,787 -52%
GAG
531
GM Advisory Group
New York
$718K -$49.9K -1,287 -7%
AII
532
AGF Investments Inc
Ontario, Canada
$717K +$717K +18,500 New
SHA
533
Smith Hayes Advisers
Nebraska
$703K -$1.75K -45 -0.2%
WC
534
Whitnell & Co
Illinois
$695K – – –
CIBC Private Wealth Group
535
CIBC Private Wealth Group
Georgia
$692K +$233K +6,011 +51%
DAM
536
Delta Asset Management
Tennessee
$688K -$7.76K -200 -1%
WP
537
WMS Partners
Maryland
$686K +$15.3K +393 +2%
PGIM
538
Pacific Global Investment Management
California
$675K -$3.65K -94 -0.5%
PNC
539
Park National Corp
Ohio
$658K -$3.88K -100 -0.6%
Wealth Enhancement Advisory Services
540
Wealth Enhancement Advisory Services
Minnesota
$649K +$649K +16,718 New
W
541
Wealthfront
California
$637K +$220K +5,682 +53%
MIH
542
Madison Investment Holdings
Wisconsin
$636K -$376K -9,700 -37%
CBU
543
CIBC Bank USA
Illinois
$636K +$14.5K +375 +2%
BHA
544
Beech Hill Advisors
New York
$636K +$240K +6,178 +60%
FNFDCM
545
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$632K – – –
UCFA
546
United Capital Financial Advisors
Texas
$632K +$68.2K +1,758 +12%
III
547
Independent Investors Inc
New York
$628K -$27.1K -700 -4%
ARM
548
Adirondack Research & Management
New York
$624K -$19.4K -500 -3%
LNWWM
549
Laird Norton Wetherby Wealth Management
California
$620K +$59.6K +1,534 +11%
OIA
550
Optimum Investment Advisors
Illinois
$619K +$280K +7,219 +83%
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