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Morgan Stanley
MS

Overview Fund Activity

1,043 hedge funds and large institutions have $57.3B invested in Morgan Stanley in 2018 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 315 increasing their positions, 415 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,043
Holders Change
+9
Holders Change %
+0.87%
% of All Funds
23.28%
Holding in Top 10
24
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+50%
% of All Funds
0.54%
New
153
Increased
315
Reduced
415
Closed
137
Calls
$1.06B
Puts
$1.93B
Net Calls
-$867M
Net Calls Change
-$320M

Top Buyers

1
VH
ValueAct Holdings
California
$1.04B
2
Franklin Resources
Franklin Resources
California
$301M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$255M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$606M
5
Prudential Financial
Prudential Financial
New Jersey
$216M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$313M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$960M
3
Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group
Japan
$16.3B
4
Deutsche Bank
Deutsche Bank
Germany
$143M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.75B
Name Holding Trade Value Shares
Change 		Shares
Change %
CGH
226
Crossmark Global Holdings
Texas
$10.2M +$165K +4,164 +2%
BCMNY
227
Buckingham Capital Management (New York)
New York
$10.1M +$674 +17 +0%
MME
228
Meag Munich Ergo
Germany
$9.94M +$1.23M +31,046 +14%
AIA
229
Affinity Investment Advisors
California
$9.69M -$1.11M -28,011 -10%
HIMC
230
Heritage Investors Management Corp
Maryland
$9.66M +$270K +6,820 +3%
Public Employees Retirement Association of Colorado
231
Public Employees Retirement Association of Colorado
Colorado
$9.48M -$45.7K -1,153 -0.5%
HighTower Advisors
232
HighTower Advisors
Illinois
$9.27M -$829K -20,895 -8%
AIM
233
Achmea Investment Management
Netherlands
$9.24M +$307K +7,746 +3%
Stifel Financial
234
Stifel Financial
Missouri
$9.24M -$6.53M -164,649 -41%
LCM
235
LVM Capital Management
Michigan
$9.22M -$813K -20,503 -8%
URS
236
Utah Retirement Systems
Utah
$9.07M -$7.93K -200 -0.1%
VRS
237
Virginia Retirement Systems
Virginia
$8.95M +$1.42M +35,900 +19%
BA
238
Bridgewater Associates
Connecticut
$8.95M +$8.95M +225,598 New
MSL
239
Mackay Shields LLC
New York
$8.93M -$554K -13,970 -6%
NLGIA
240
Nippon Life Global Investors Americas
New York
$8.85M -$1.29M -32,550 -13%
Nomura Asset Management
241
Nomura Asset Management
Japan
$8.72M -$124K -3,115 -1%
MAM
242
Mark Asset Management
New York
$8.69M +$928K +23,405 +12%
XK
243
Xact Kapitalforvaltning
Sweden
$8.67M -$956K -24,121 -10%
PHAM
244
Pacific Heights Asset Management
California
$8.53M – – –
RSS
245
Rosenblum Silverman Sutton
California
$8.48M +$2.37M +8,872 +39%
SFI
246
Susquehanna Fundamental Investments
Pennsylvania
$8.48M +$1.15M +29,100 +16%
US Bancorp
247
US Bancorp
Minnesota
$8.43M -$210K -5,301 -2%
TU
248
TDAM USA
Ontario, Canada
$8.39M -$847K -21,351 -9%
Rafferty Asset Management
249
Rafferty Asset Management
New York
$8.36M -$3.13M -79,047 -27%
JPMIA
250
J.P. Marvel Investment Advisors
Massachusetts
$8.18M +$8.18M +206,182 New
8 9
10
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