MS icon

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 %
SC
601
Savant Capital
Illinois
$366K -$3.49K -98 -0.9%
Northwestern Mutual Wealth Management
602
Northwestern Mutual Wealth Management
Wisconsin
$360K +$30.1K +845 +9%
SAM
603
Shikiar Asset Management
New York
$357K
KCP
604
KDI Capital Partners
North Carolina
$357K +$357K +10,000 New
RL
605
Ruffer LLP
United Kingdom
$357K +$357K +10,000 New
CAN
606
Cetera Advisor Networks
California
$345K +$63.1K +1,763 +22%
WT
607
Washington Trust
Rhode Island
$344K -$2.32K -65 -0.7%
PRC
608
Platte River Capital
Colorado
$343K
Manulife (Manufacturers Life Insurance)
609
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$340K -$4.18K -117,072 -1%
NAMA
610
Nikko Asset Management Americas
New York
$338K
Twin Tree Management
611
Twin Tree Management
Texas
$337K -$910K -25,497 -73%
Two Sigma Investments
612
Two Sigma Investments
New York
$330K +$330K +9,260 New
ARMT
613
Amica Retiree Medical Trust
Rhode Island
$324K -$56.7K -1,588 -15%
VIA
614
Vident Investment Advisory
Georgia
$323K +$49K +1,375 +18%
GW
615
GW & Wade
Massachusetts
$323K +$323K +9,063 New
MGIA
616
Moneta Group Investment Advisors
Missouri
$322K
CPS
617
Counsel Portfolio Services
Ontario, Canada
$321K
LDB
618
Lee, Danner & Bass
Tennessee
$321K
PFC
619
Phocas Financial Corp
California
$318K +$318K +8,904 New
RBC
620
Ronald Blue & Co
Georgia
$317K -$4.6K -129 -1%
GLRA
621
Gerald L. Ray & Associates
Texas
$315K
TIA
622
Tiemann Investment Advisors
California
$315K +$89.2K +2,500 +40%
BFA
623
Beaumont Financial Advisors
Massachusetts
$314K +$28.2K +791 +10%
BW
624
Bison Wealth
Georgia
$305K -$19.9K -557 -6%
CCM
625
CrestPoint Capital Management
Missouri
$303K +$3.57K +100 +1%