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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 %
VKH
576
Virtu KCG Holdings
New York
$487K -$550K -14,191 -53%
NFG
577
Next Financial Group
Texas
$474K -$80.7K -2,078 -15%
NIMI
578
Natixis Investment Managers International
France
$467K +$467K +12,038 New
DI
579
Diligent Investors
California
$463K +$463K +12,939 New
WSFS
580
Wilmington Savings Fund Society
Delaware
$462K – – –
WJA
581
Williams Jones & Associates
New York
$453K +$212K +5,470 +88%
MFS
582
MSI Financial Services
Massachusetts
$441K +$183K +4,724 +71%
CIA
583
Choate Investment Advisors
Massachusetts
$440K +$9.86K +254 +2%
CAL
584
Capital Analysts LLC
Pennsylvania
$438K +$55.3K +1,424 +14%
CONA
585
Capital One National Association
New York
$438K -$20.7K -534 -5%
FTIOP
586
Fiduciary Trust International of Pennsylvania
Pennsylvania
$436K +$38.8K +1,000 +10%
CIC
587
Cornercap Investment Counsel
Georgia
$430K +$430K +11,085 New
AIM
588
Acuity Investment Management
Ontario, Canada
$427K +$427K +11,000 New
GF
589
Gerstein Fisher
New York
$424K +$63.5K +1,637 +18%
MSFP
590
Mark Sheptoff Financial Planning
Connecticut
$421K +$208K +5,352 +97%
ARMT
591
Amica Retiree Medical Trust
Rhode Island
$414K – – –
RCM
592
Reynolds Capital Management
Nevada
$411K +$77.5K +2,000 +23%
GIS
593
Guardian Investor Services
New York
$410K -$11.4K -293 -3%
P
594
Pitcairn
Pennsylvania
$410K -$6.63K -171 -2%
BFM
595
Boothbay Fund Management
New York
$404K +$404K +41,640 New
SC
596
Savant Capital
Illinois
$402K +$21.3K +550 +6%
LCM
597
Laurion Capital Management
New York
$390K -$138K -3,550 -26%
WT
598
Whittier Trust
California
$389K – – –
SAM
599
Shikiar Asset Management
New York
$388K – – –
LGC
600
Laurel Grove Capital
California
$388K +$54.3K +1,400 +16%
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