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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 %
CIP
551
Cornerstone Investment Partners
Georgia
$550K
BDF
552
Balasa Dinverno & Foltz
$547K -$15.8K -443 -3%
DSC
553
Duncker Streett & Co
Missouri
$543K -$3.04K -85 -0.6%
CBU
554
CIBC Bank USA
Illinois
$541K -$45.1K -1,265 -8%
FTI
555
Fiduciary Trust International
Massachusetts
$535K
IIM
556
Intact Investment Management
Quebec, Canada
$532K
TH
557
Timber Hill
Connecticut
$530K +$530K +14,860 New
CWM
558
Concert Wealth Management
California
$526K +$31.5K +1,444 +6%
CAL
559
Capital Analysts LLC
Pennsylvania
$518K +$115K +3,218 +29%
BRWA
560
B. Riley Wealth Advisors
Florida
$510K -$155K -4,347 -23%
BB
561
Bell Bank
North Dakota
$508K -$9.99K -280 -2%
Dodge & Cox
562
Dodge & Cox
California
$486K -$69.6K -1,950 -13%
PAG
563
Private Advisor Group
New Jersey
$485K +$19.7K +551 +4%
DI
564
Diligent Investors
California
$484K
RIM
565
Regent Investment Management
Kentucky
$484K
RJT
566
Raymond James Trust
Florida
$483K -$18.2K -511 -4%
SFM
567
Systematic Financial Management
New Jersey
$481K -$993K -27,858 -67%
SRC
568
Shufro Rose & Co
New York
$478K
WOC
569
West Oak Capital
California
$471K -$2.68K -75 -0.6%
AAM
570
Advisors Asset Management
Colorado
$471K +$115K +3,227 +32%
MMPW
571
Mitchell McLeod Pugh & Williams
Alabama
$468K
SI
572
Stephens Inc
Arkansas
$464K -$893K -25,017 -66%
SPC
573
Sigma Planning Corp
Michigan
$449K +$161K +4,500 +56%
KWMG
574
King Wealth Management Group
Florida
$443K -$83.5K -2,343 -16%
TI
575
Trexquant Investment
Connecticut
$442K +$442K +12,400 New