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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 %
SCM
626
SOL Capital Management
Maryland
$296K – – –
CTC
627
Central Trust Company
Missouri
$286K +$149K +3,834 +109%
BBA
628
BLB&B Advisors
Pennsylvania
$283K -$138K -3,544 -33%
AI
629
Atria Investments
North Carolina
$283K -$8.34K -215 -3%
DVM
630
Dreman Value Management
Florida
$280K -$1.55K -40 -0.6%
FNBT
631
FineMark National Bank & Trust
Florida
$280K – – –
LC
632
Loews Corp
New York
$277K -$34K -875 -11%
JWBC
633
J.W. Burns & Co
New York
$275K +$3.88K +100 +1%
DCLA
634
Douglas C. Lane & Associates
New York
$273K -$39.1K -1,006 -13%
CWM
635
Calamos Wealth Management
Illinois
$271K +$271K +6,980 New
BPBT
636
Boston Private Bank & Trust
Massachusetts
$270K – – –
MWM
637
Modera Wealth Management
New Jersey
$267K -$161K -4,143 -38%
RC
638
Reik & Co
New York
$267K – – –
HPC
639
HM Payson & Co
Maine
$267K +$267K +6,881 New
MA
640
MCF Advisors
Kentucky
$266K +$738 +19 +0.3%
FSC
641
Fiduciary Services Corp
Georgia
$266K +$266K +6,845 New
ICOA
642
Investment Centers of America
North Dakota
$265K -$15.4K -394 -5%
PCM
643
Prelude Capital Management
New York
$262K -$272K -7,000 -51%
HFS
644
HL Financial Services
Kentucky
$262K -$1.51K -39 -0.6%
CIC
645
Crawford Investment Counsel
Georgia
$262K – – –
WAM
646
Wolverine Asset Management
Illinois
$260K -$423K -10,933 -62%
SSG
647
Summit Securities Group
New York
$260K -$132K -3,400 -34%
HEIP
648
Hudson Edge Investment Partners
New Jersey
$259K -$1.17K -30 -0.4%
CC
649
Cornerstone Capital
California
$257K – – –
BO
650
Bank OZK
Arkansas
$254K +$254K +6,530 New
24 25
26
27 28