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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 %
DCLA
601
Douglas C. Lane & Associates
New York
$278K -$89.9K -2,595 -24%
LC
602
Loews Corp
New York
$277K
Northwestern Mutual Wealth Management
603
Northwestern Mutual Wealth Management
Wisconsin
$275K -$36.5K -1,059 -12%
SCM
604
SOL Capital Management
Maryland
$264K -$17.3K -500 -6%
AAM
605
Advisors Asset Management
Colorado
$261K -$10.4K -300 -4%
AI
606
Atria Investments
North Carolina
$260K +$260K +7,515 New
CCM
607
CrestPoint Capital Management
Missouri
$259K
Fisher Asset Management
608
Fisher Asset Management
Washington
$254K +$3.87K +112 +2%
ID
609
Integral Derivatives
New York
$253K +$253K +7,316 New
QC
610
QCM Cayman
Texas
$251K +$251K +7,261 New
DVM
611
Dreman Value Management
Florida
$251K +$251K +7,269 New
ICOA
612
Investment Centers of America
North Dakota
$250K +$250K +7,195 New
FNBT
613
FineMark National Bank & Trust
Florida
$249K
BPBT
614
Boston Private Bank & Trust
Massachusetts
$241K
JWBC
615
J.W. Burns & Co
New York
$241K +$6.9K +200 +3%
IMS
616
Index Management Solutions
Pennsylvania
$240K +$173K +4,992 +258%
RC
617
Reik & Co
New York
$237K
CAN
618
Cetera Advisor Networks
California
$237K +$237K +6,935 New
HFS
619
HL Financial Services
Kentucky
$235K +$19.6K +566 +9%
CIC
620
Crawford Investment Counsel
Georgia
$233K +$233K +6,752 New
BOTW
621
Bank of the West
California
$231K +$231K +6,684 New
HEIP
622
Hudson Edge Investment Partners
New Jersey
$231K +$231K +6,695 New
MFS
623
MSI Financial Services
Massachusetts
$229K -$21.8K -633 -9%
CC
624
Capital Counsel
New York
$229K -$9.19K -266 -4%
CC
625
Cornerstone Capital
California
$229K