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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
$2.26B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.35B
4
Jennison Associates
Jennison Associates
New York
$1.17B
5
Vanguard Group
Vanguard Group
Pennsylvania
$2.96B

Top Sellers

1
CANY
Caxton Associates (New York)
New York
$21.5M
2
FAM
Fred Alger Management
New York
$154M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
$409M
4
Franklin Resources
Franklin Resources
California
$1.07B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.87B
Name Holding Trade Value Shares
Change 		Shares
Change %
BIG
601
Blackthorn Investment Group
Kansas
$388K +$388K +10,000 New
AAM
602
Advisors Asset Management
Colorado
$387K +$93.6K +2,413 +32%
WT
603
Washington Trust
Rhode Island
$376K +$1.75K +45 +0.5%
Manulife (Manufacturers Life Insurance)
604
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$374K +$6.47K +166,806 +2%
PRC
605
Platte River Capital
Colorado
$373K – – –
NAMA
606
Nikko Asset Management Americas
New York
$363K – – –
Northwestern Mutual Wealth Management
607
Northwestern Mutual Wealth Management
Wisconsin
$359K +$49.7K +1,281 +16%
EWM
608
Evercore Wealth Management
New York
$357K -$2.33K -60 -0.6%
I
609
IberiaBank
Louisiana
$356K +$42.2K +1,087 +13%
BW
610
Bison Wealth
Georgia
$353K +$353K +9,092 New
MGIA
611
Moneta Group Investment Advisors
Missouri
$350K +$19.4K +500 +6%
RBC
612
Ronald Blue & Co
Georgia
$349K -$36.2K -934 -9%
LDB
613
Lee, Danner & Bass
Tennessee
$349K – – –
FDS
614
First Dallas Securities
Texas
$349K – – –
CPS
615
Counsel Portfolio Services
Ontario, Canada
$349K +$349K +9,000 New
GLRA
616
Gerald L. Ray & Associates
Texas
$342K – – –
GLI
617
Guardian Life Insurance
New York
$338K – – –
WIS
618
Wright Investors Service
Connecticut
$327K +$327K +8,416 New
CCM
619
CrestPoint Capital Management
Missouri
$326K +$34.9K +900 +12%
FMLI
620
Fukoku Mutual Life Insurance
Japan
$322K -$27.2K -700 -8%
ATC
621
Argent Trust Co
Tennessee
$319K +$319K +8,216 New
SPC
622
Sigma Planning Corp
Michigan
$313K +$313K +8,078 New
BFA
623
Beaumont Financial Advisors
Massachusetts
$311K +$311K +8,018 New
CAN
624
Cetera Advisor Networks
California
$307K +$36.7K +943 +14%
VIA
625
Vident Investment Advisory
Georgia
$298K +$298K +7,686 New
23 24
25
26 27