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
+$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 %
LWCFA
701
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$128K – – –
AWM
702
Avior Wealth Management
Nebraska
$124K – – –
BRWM
703
B. Riley Wealth Management
Tennessee
$116K -$920K -23,800 -89%
HCM
704
Highlander Capital Management
New Jersey
$107K -$17.5K -450 -14%
FHA
705
First Horizon Advisors
Tennessee
$107K +$8.38K +217 +8%
EWM
706
Edge Wealth Management
New York
$101K – – –
WG
707
Welch Group
Alabama
$101K +$101K +2,600 New
KPCM
708
Kings Point Capital Management
New York
$99K +$18.6K +477 +23%
HPBT
709
High Point Bank & Trust
North Carolina
$98K – – –
ClearBridge Investments
710
ClearBridge Investments
New York
$94K +$2.68K +69 +3%
TCOV
711
Trust Company of Vermont
Vermont
$92K +$7K +180 +8%
WCM
712
Wealthcare Capital Management
Virginia
$88K – – –
ICM
713
Ionic Capital Management
New York
$86K -$796K -20,396 -90%
BBPWM
714
Blue Bell Private Wealth Management
Pennsylvania
$83K +$730 +19 +0.9%
LWA
715
Lowe Wealth Advisors
Maryland
$81K +$81K +2,100 New
AFIA
716
America First Investment Advisors
Nebraska
$78K – – –
SFPIA
717
Stevens First Principles Investment Advisors
California
$78K +$78K +2,000 New
IMS
718
Index Management Solutions
Pennsylvania
$72K -$195K -5,060 -73%
KA
719
Klingman & Associates
New York
$65K +$65K +1,694 New
ICM
720
ICC Capital Management
Florida
$62K – – –
MA
721
MUFG Americas
New York
$56K -$27K -700 -33%
EFSCE
722
Enterprise Financial Services Corp (EFSC)
Missouri
$56K – – –
SNT
723
Security National Trust
West Virginia
$52K +$33.8K +872 +185%
BFEC
724
Benjamin F. Edwards & Company
Missouri
$50K – – –
ATC
725
Adirondack Trust Company
New York
$49K +$2.71K +70 +6%
27 28
29
30 31