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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 %
WA
726
WealthTrust-Arizona
Arizona
$47K – – –
MBT
727
Monroe Bank & Trust
Michigan
$47K +$47K +1,212 New
JFGIW
728
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$46K – – –
TCM
729
Tradewinds Capital Management
Washington
$46K – – –
BC
730
Bartlett & Co
Ohio
$44K -$3.92K -100 -8%
PSI
731
Pinnacle Summer Investments
Virginia
$44K – – –
CGT
732
Capital Guardian Trust
California
$43K – – –
CAL
733
Capital Advisors Ltd
Ohio
$42K +$39 +1 +0.1%
FANJ
734
Financial Architects (New Jersey)
New Jersey
$42K +$42K +1,458 New
EP
735
Edinburgh Partners
United Kingdom
$41K +$41K +1,062 New
Simplex Trading
736
Simplex Trading
Illinois
$39K +$39K +1,012 New
TDC
737
Thompson Davis & Co
Virginia
$38K +$9.31K +242 +32%
WTC
738
WhitTier Trust Company
Nevada
$37K – – –
BWA
739
Burt Wealth Advisors
Maryland
$34K +$34K +884 New
PCC
740
Park Circle Company
Maryland
$31K – – –
NSIM
741
North Star Investment Management
Illinois
$30K – – –
FCCM
742
First City Capital Management
Georgia
$29.5K – – –
AW
743
Alpha Windward
Massachusetts
$29K +$29K +744 New
LNB
744
Ledyard National Bank
$28K – – –
AC
745
Alexandria Capital
Virginia
$28K +$15.6K +400 +125%
GAM
746
Gemmer Asset Management
California
$27K – – –
ZTNA
747
Zions Trust National Association
Utah
$27K – – –
CHP
748
Cable Hill Partners
Oregon
$25K +$25K +650 New
RO
749
Reservoir Operations
New York
$25K +$25K +655 New
TRCT
750
Tower Research Capital (TRC)
New York
$23K -$210K -5,319 -90%
28 29
30
31 32