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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 %
HCM
751
Horrell Capital Management
Arkansas
$23K – – –
CCS
752
Crosspoint Capital Strategies
California
$23K – – –
RA
753
Rational Advisors
New York
$23K +$23K +590 New
CFA
754
Carroll Financial Associates
North Carolina
$21K -$386 -11 -2%
IC
755
Intersect Capital
California
$21K +$21K +551 New
SIG
756
Stanford Investment Group
California
$19K +$19K +500 New
PMFA
757
Plante Moran Financial Advisors
Michigan
$17K – – –
AIM
758
Advantage Investment Management
Iowa
$16K +$16K +400 New
HR
759
Howe & Rusling
New York
$14K – – –
OC
760
Oakworth Capital
Alabama
$14K – – –
LWM
761
Lenox Wealth Management
Ohio
$13K – – –
TWA
762
TCI Wealth Advisors
Arizona
$13K – – –
FWM
763
Focused Wealth Management
New York
$13K +$39 +1 +0.3%
EAMA
764
EFG Asset Management (Americas)
Florida
$13K +$13K +335 New
WEC
765
Winslow Evans & Crocker
Massachusetts
$12.7K +$6.52K +168 +105%
FFC
766
First Financial Corp
Indiana
$12K – – –
HRIA
767
Haberer Registered Investment Advisor
Ohio
$12K – – –
AA
768
Apriem Advisors
California
$12K +$4K +100 +50%
RFS
769
Rockefeller Financial Services
New York
$11K -$21.4K -535 -66%
AP
770
Atwood & Palmer
Missouri
$9K – – –
Acadian Asset Management
771
Acadian Asset Management
Massachusetts
$9K +$9K +224 New
LWA
772
Lenox Wealth Advisors
New York
$8K – – –
SJIM
773
St. Johns Investment Management
Florida
$8K +$39 +1 +0.5%
CHC
774
City Holding Co
West Virginia
$8K +$8K +200 New
RFA
775
Reilly Financial Advisors
California
$8K +$8K +200 New
29 30
31
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