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Morgan Stanley
MS

Overview Fund Activity

730 hedge funds and large institutions have $47.4B invested in Morgan Stanley in 2014 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 267 increasing their positions, 272 reducing their positions, and 70 closing their positions.

Holders
730
Holders Change
-6
Holders Change %
-0.82%
% of All Funds
21.1%
Holding in Top 10
30
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.67%
% of All Funds
0.87%
New
73
Increased
267
Reduced
272
Closed
70
Calls
$568M
Puts
$792M
Net Calls
-$224M
Net Calls Change
+$557M

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$811M
2
BA
2
BlackRock Advisors
Delaware
$301M
3
EIP
3
Epoch Investment Partners
New York
$157M
4
TCIM
4
TIAA CREF Investment Management
New York
$344M
5
CANY
5
Caxton Associates (New York)
New York
$222M

Top Sellers

1
CGM
1
Capital Growth Management
Massachusetts
$103M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.78B
3
Franklin Resources
3
Franklin Resources
California
$1.11B
4
Capital World Investors
4
Capital World Investors
California
$489M
5
Winslow Capital Management
5
Winslow Capital Management
Minnesota
$399M
Name Market Value Shares Shares
Change 		Shares
Change %
NES
701
New England Securities
New York
$12K 397 -136 -26%
HRIA
702
Haberer Registered Investment Advisor
Ohio
$12K 372 +300 +417%
OC
703
Oakworth Capital
Alabama
$11K 350 – –
KCPG
704
Kavar Capital Partners Group
Kansas
$11K 375 – –
AUB
705
Atlantic Union Bankshares
Virginia
$11K 398 +398 New
PAS
706
Partnervest Advisory Services
California
$10K 325 – –
SNT
707
Security National Trust
West Virginia
$10K 326 – –
JFA
708
JNBA Financial Advisors
Minnesota
$10K 305 – –
TWA
709
TCI Wealth Advisors
Arizona
$10K 332 – –
WA
710
Waverly Advisors
Alabama
$10K 322 – –
FWM
711
Focused Wealth Management
New York
$10K 330 +330 New
BRWM
712
B. Riley Wealth Management
Tennessee
$8K 250 +250 New
AA
713
Apriem Advisors
California
$6K 200 – –
FMP
714
Financial Management Professionals
Texas
$6K 200 – –
ICM
715
ICC Capital Management
Florida
$6K 200 – –
SJIM
716
St. Johns Investment Management
Florida
$6K 204 +204 New
CWM
717
Cranbrook Wealth Management
Michigan
$5K 154 – –
PSI
718
Pinnacle Summer Investments
Virginia
$5K 157 +157 New
Walleye Trading
719
Walleye Trading
New York
$4.96K 158,972 +80,104 +102%
SFSIG
720
San Francisco Sentry Investment Group
California
$4K 127 – –
HF
721
Hoxton Financial
West Virginia
$4K 120 – –
AC
722
Alexandria Capital
Virginia
$4K 143 – –
KT
723
Kanaly Trust
Texas
$4K 125 +125 New
TSW
724
Thompson Siegel & Walmsley
Virginia
$3K 100 -100 -50%
SSB
725
Sandy Spring Bank
Maryland
$3K 82 +82 New
27 28
29
30 31