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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
+$215M
2
Franklin Resources
Franklin Resources
California
+$207M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$191M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$149M
5
Prudential Financial
Prudential Financial
New Jersey
+$125M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$470M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$337M
3
Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group
Japan
-$283M
4
Deutsche Bank
Deutsche Bank
Germany
-$282M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$232M
Name Holding Trade Value Shares
Change 		Shares
Change %
IG
276
ING Group
Netherlands
$7.09M +$501K +12,645 +8%
LPL Financial
277
LPL Financial
California
$7.07M -$1.53M -38,515 -18%
PA
278
Pinnacle Associates
New York
$6.96M +$1.75M +44,199 +34%
FWCM
279
Ferguson Wellman Capital Management
Oregon
$6.92M +$6.27M +158,119 +967%
HIMCH
280
Hartford Investment Management Co (HIMCO)
Connecticut
$6.73M -$279K -7,028 -4%
AL
281
AJO LP
Pennsylvania
$6.67M -$7.21M -181,857 -52%
Cohen & Steers
282
Cohen & Steers
New York
$6.6M -$94K -2,370 -1%
WB
283
WesBanco Bank
West Virginia
$6.58M -$15.2K -384 -0.2%
Mitsubishi UFJ Asset Management
284
Mitsubishi UFJ Asset Management
Japan
$6.5M -$543K -13,674 -8%
DIA
285
Davidson Investment Advisors
Montana
$6.24M -$232K -5,844 -4%
CA
286
Cornerstone Advisors
North Carolina
$6.23M – – –
MC
287
Maverick Capital
Texas
$6.18M +$133K +3,350 +2%
NAM
288
Nissay Asset Management
Japan
$6.15M -$113K -2,857 -2%
Public Sector Pension Investment Board (PSP Investments)
289
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.08M -$4.6M -115,900 -43%
AB
290
Amalgamated Bank
New York
$6.04M -$166K -4,185 -3%
RG
291
Rathbones Group
United Kingdom
$6.02M -$334K -8,430 -5%
PGFC
292
Peapack-Gladstone Financial Corp
New Jersey
$5.92M -$14.7K -372 -0.2%
RC
293
RegentAtlantic Capital
New Jersey
$5.86M -$281K -7,082 -5%
Commonwealth Equity Services
294
Commonwealth Equity Services
Massachusetts
$5.86M +$1.12M +28,373 +24%
OAM
295
Oppenheimer Asset Management
New York
$5.84M -$2.2M -55,600 -27%
CIBC Asset Management
296
CIBC Asset Management
Ontario, Canada
$5.84M -$149K -3,752 -2%
PCIG
297
Partners Capital Investment Group
Massachusetts
$5.67M +$2.22M +55,974 +64%
B
298
BP
United Kingdom
$5.55M -$952K -24,000 -15%
O
299
OppenheimerFunds
New York
$5.52M +$465K +11,735 +9%
BG
300
Bollard Group
Massachusetts
$5.36M +$352K +8,878 +7%
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