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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 %
VNB
776
Valley National Bancorp
New York
$8K +$8K +218 New
KT
777
Kanaly Trust
Texas
$7K +$865 +21 +14%
CWM
778
Cranbrook Wealth Management
Michigan
$6K – – –
S
779
SignatureFD
Georgia
$6K +$6K +142 New
BRWA
780
B. Riley Wealth Advisors
Florida
$5.89K +$5.89K +18,629 New
TFO
781
Tarbox Family Office
California
$5K -$1K -24 -17%
CAW
782
Cornerstone Advisors (Washington)
Washington
$5K +$2.87K +70 +135%
TSW
783
Thompson Siegel & Walmsley
Virginia
$4K – – –
MCM
784
MV Capital Management
Maryland
$4K +$4K +97 New
NG
785
NatWest Group
United Kingdom
$3.76K +$3.18K +82,058 +557%
CG
786
Colony Group
Massachusetts
$2K -$1.57K -44 -44%
AWM
787
AllSquare Wealth Management
New York
$2K +$2K +60 New
VNA
788
Valley National Advisers
Pennsylvania
$2K +$2K +60 New
FMII
789
Farmers & Merchants Investments Inc
Nebraska
$1K – – –
HHC
790
Hutchin Hill Capital
New York
– -$32M -925,000 Closed
MSU
791
Maple Securities USA
New Jersey
– -$15.7M -453,876 Closed
Boston Partners
792
Boston Partners
Massachusetts
– -$14.2M -409,352 Closed
FG
793
FSI Group
Ohio
– -$10.6M -307,382 Closed
DP
794
DSAM Partners
United Kingdom
– -$8.64K -250,000 Closed
BCM
795
Basswood Capital Management
New York
– -$8.61M -249,140 Closed
ECA
796
Endeavour Capital Advisors
Connecticut
– -$7.23M -209,065 Closed
MAM
797
Mark Asset Management
New York
– -$5.97M -172,788 Closed
DI
798
Dalton Investments
Nevada
– -$5.85M -169,100 Closed
ARC
799
Absolute Return Capital
Massachusetts
– -$5.8M -167,786 Closed
TCM
800
Tegean Capital Management
New York
– -$5.19M -150,000 Closed
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