MS icon

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 %
BAM
676
Brave Asset Management
New Jersey
$223K – – –
TCB
677
Texas Capital Bancshares
Texas
$223K +$223K +5,756 New
CHA
678
Cedar Hill Associates
Illinois
$219K +$219K +5,641 New
ED
679
Exane Derivatives
France
$217K +$217K +5,594 New
Envestnet Asset Management
680
Envestnet Asset Management
Illinois
$216K -$122K -3,161 -36%
HI
681
Horizon Investments
North Carolina
$216K +$216K +5,563 New
NAM
682
Nichols Asset Management
Massachusetts
$213K +$213K +5,500 New
OWD
683
Osborn Williams & Donohoe
Ohio
$212K +$212K +5,456 New
HB
684
Homrich & Berg
Georgia
$209K +$209K +5,393 New
SWP
685
Stratos Wealth Partners
Ohio
$207K +$207K +5,345 New
WTB
686
Washington Trust Bank
Washington
$203K – – –
SLG
687
Stanley-Laman Group
Pennsylvania
$203K +$203K +5,230 New
EWM
688
Evermay Wealth Management
Virginia
$201K +$201K +5,175 New
SAMC
689
Shinko Asset Management Company
Japan
$191K -$27.2K -700 -12%
Royal London Asset Management
690
Royal London Asset Management
United Kingdom
$190K -$4.93K -12,643 -3%
ECM
691
Estabrook Capital Management
New York
$178K – – –
SF
692
Synovus Financial
Georgia
$177K +$39 +1 +0%
NPC
693
National Planning Corporation
California
$175K +$175K +4,746 New
MCM
694
Manchester Capital Management
Vermont
$174K – – –
First Manhattan
695
First Manhattan
New York
$166K +$1.86K +48 +1%
DBT
696
Dubuque Bank & Trust
Iowa
$162K – – –
WA
697
WFG Advisors
Texas
$150K +$11.8K +304 +9%
OAM
698
Orinda Asset Management
California
$141K +$141K +3,630 New
RIA
699
Regal Investment Advisors
Michigan
$140K – – –
CB
700
Community Bank
New York
$132K +$132K +3,400 New
26 27
28
29 30