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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 %
IMAS
526
ID Management A/S
Denmark
$747K
TTWM
527
TCV Trust & Wealth Management
Virginia
$740K -$947K -26,572 -56%
W
528
Wealthfront
California
$717K +$130K +3,649 +22%
GAG
529
GM Advisory Group
New York
$707K +$46K +1,287 +7%
BIM
530
Beach Investment Management
Pennsylvania
$703K -$770K -21,600 -52%
Wealth Enhancement Advisory Services
531
Wealth Enhancement Advisory Services
Minnesota
$690K +$93.1K +2,608 +16%
ICM
532
Ionic Capital Management
New York
$685K +$606K +17,000 +771%
AII
533
AGF Investments Inc
Ontario, Canada
$660K
OMCS
534
Old Mutual Customised Solutions
South Africa
$642K -$310K -8,700 -33%
WC
535
Whitnell & Co
Illinois
$639K
III
536
Independent Investors Inc
New York
$638K +$60.6K +1,700 +10%
LNWWM
537
Laird Norton Wetherby Wealth Management
California
$629K +$59.3K +1,661 +10%
DAM
538
Delta Asset Management
Tennessee
$624K -$8.92K -250 -1%
PGIM
539
Pacific Global Investment Management
California
$622K +$179 +5 +0%
IWM
540
Integrated Wealth Management
California
$620K +$620K +17,392 New
PNC
541
Park National Corp
Ohio
$604K -$1.43K -40 -0.2%
NERM
542
New England Research & Management
Illinois
$601K +$601K +16,850 New
WP
543
WMS Partners
Maryland
$600K -$31.1K -870 -5%
CIBC Private Wealth Group
544
CIBC Private Wealth Group
Georgia
$598K -$38.5K -1,079 -6%
FNFDCM
545
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$581K
BCMO
546
Buckingham Capital Management (Ohio)
Ohio
$575K +$125K +3,491 +28%
OIA
547
Optimum Investment Advisors
Illinois
$574K +$3.57K +100 +0.6%
ARM
548
Adirondack Research & Management
New York
$572K -$1.79K -50 -0.3%
MFS
549
MSI Financial Services
Massachusetts
$572K +$167K +4,668 +41%
FNB
550
First Niagara Bank
New York
$551K -$13.9K -390 -2%