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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 %
First Manhattan
651
First Manhattan
New York
$146K
DBT
652
Dubuque Bank & Trust
Iowa
$144K
RIA
653
Regal Investment Advisors
Michigan
$125K
WA
654
WFG Advisors
Texas
$123K +$3.59K +104 +3%
CTC
655
Central Trust Company
Missouri
$122K +$56.2K +1,625 +86%
CFS
656
Community Financial System
New York
$121K
LWCFA
657
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$114K
AWM
658
Avior Wealth Management
Nebraska
$111K
HCM
659
Highlander Capital Management
New Jersey
$111K -$104K -3,000 -48%
NIM
660
NuWave Investment Management
New Jersey
$102K -$157K -4,556 -61%
EWM
661
Edge Wealth Management
New York
$90K
GSC
662
Ground Swell Capital
South Carolina
$89K +$34.9K +1,013 +65%
FHA
663
First Horizon Advisors
Tennessee
$88K +$1.14K +33 +1%
HPBT
664
High Point Bank & Trust
North Carolina
$87K -$13.8K -400 -14%
Twin Tree Management
665
Twin Tree Management
Texas
$85K +$85K +2,466 New
WCM
666
Wealthcare Capital Management
Virginia
$84K
ClearBridge Investments
667
ClearBridge Investments
New York
$81K -$13.4K -389 -14%
MHS
668
M Holdings Securities
Oregon
$77K +$77K +2,010 New
TCOV
669
Trust Company of Vermont
Vermont
$76K
MA
670
MUFG Americas
New York
$74K -$158K -4,580 -68%
BBPWM
671
Blue Bell Private Wealth Management
Pennsylvania
$74K -$10.4K -300 -12%
KPCM
672
Kings Point Capital Management
New York
$71K
AFIA
673
America First Investment Advisors
Nebraska
$69K
BKBG
674
BHF Kleinwort Benson Group
Belgium
$69K
FNBSF
675
First National Bank Sioux Falls
South Dakota
$65K