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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

12% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 50

8% more capital invested

Capital invested by funds: $50.2B → $54.2B (+$3.95B)

1.33% more ownership

Funds ownership: 78.84%80.18% (+1.3%)

10% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 261

0% less funds holding

Funds holding: 733731 (-2)

8% less funds holding in top 10

Funds holding in top 10: 2624 (-2)

51% less call options, than puts

Call options by funds: $513M | Put options by funds: $1.04B

Holders
731
Holders Change
-2
Holders Change %
-0.27%
% of All Funds
21.21%
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
Change in
Stake
CCS
701
Crosspoint Capital Strategies
California
$20K -$6.66K -200 -26%
HCM
702
Horrell Capital Management
Arkansas
$20K
SNT
703
Security National Trust
West Virginia
$16K +$4.83K +145 +44%
PMFA
704
Plante Moran Financial Advisors
Michigan
$15K -$55.9K -1,679 -79%
HR
705
Howe & Rusling
New York
$13K
OC
706
Oakworth Capital
Alabama
$12K
LWM
707
Lenox Wealth Management
Ohio
$12K +$33 +1 +0.3%
AC
708
Alexandria Capital
Virginia
$11K -$2.47K -74 -19%
FFC
709
First Financial Corp
Indiana
$11K
FWM
710
Focused Wealth Management
New York
$11K
TWA
711
TCI Wealth Advisors
Arizona
$11K
WA
712
Waverly Advisors
Alabama
$11K
HRIA
713
Haberer Registered Investment Advisor
Ohio
$10K -$2.4K -72 -19%
DP
714
DSAM Partners
United Kingdom
$8.64K +$8.33M +250,000 New
NES
715
New England Securities
New York
$8K -$5.33K -160 -40%
AP
716
Atwood & Palmer
Missouri
$8K +$7.46K +224 New
AA
717
Apriem Advisors
California
$7K
SJIM
718
St. Johns Investment Management
Florida
$7K
LWA
719
Lenox Wealth Advisors
New York
$7K +$7K +210 New
UB
720
UMB Bank
Missouri
$6.04K +$1.61M +48,448 +38%
WEC
721
Winslow Evans & Crocker
Massachusetts
$5.53K -$5.6K -168 -51%
CWM
722
Cranbrook Wealth Management
Michigan
$5K
KT
723
Kanaly Trust
Texas
$5K
TFO
724
Tarbox Family Office
California
$5K +$2.93K +88 +157%
SFSIG
725
San Francisco Sentry Investment Group
California
$4K