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Morgan Stanley
MS

Overview Fund Activity

1,034 hedge funds and large institutions have $68.9B invested in Morgan Stanley in 2018 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 372 increasing their positions, 394 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,034
Holders Change
+2
Holders Change %
+0.19%
% of All Funds
23.68%
Holding in Top 10
16
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-33.33%
% of All Funds
0.37%
New
91
Increased
372
Reduced
394
Closed
81
Calls
$1.32B
Puts
$1.87B
Net Calls
-$547M
Net Calls Change
+$191M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$920M
2
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$536M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.33B
4
VH
ValueAct Holdings
California
$969M
5
Barclays
Barclays
United Kingdom
$181M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.52B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.57B
3
Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group
Japan
$19.5B
4
AL
AJO LP
Pennsylvania
$16.3M
5
Ameriprise
Ameriprise
Minnesota
$570M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
301
Maverick Capital
Texas
$7.1M -$1.09M -23,350 -13%
BUB
302
BBVA USA Bancshares
Texas
$7.03M -$188K -4,028 -3%
CIBC Asset Management
303
CIBC Asset Management
Ontario, Canada
$7.03M +$558K +11,981 +9%
EIM
304
Essex Investment Management
Massachusetts
$7.01M -$101K -2,175 -1%
KPF
305
K2 Principal Fund
Ontario, Canada
$6.99M -$994K -21,343 -12%
RCP
306
Radin Capital Partners
Ontario, Canada
$6.97M +$6.97M +149,703 New
PGFC
307
Peapack-Gladstone Financial Corp
New Jersey
$6.97M +$75.1K +1,612 +1%
BCAM
308
Boston Common Asset Management
Massachusetts
$6.77M -$331K -7,107 -5%
AIM
309
Assured Investment Management
New York
$6.67M +$1.95M +41,980 +41%
Wolverine Trading
310
Wolverine Trading
Illinois
$6.67M +$2.55M +54,800 +62%
PPCM
311
Pillar Pacific Capital Management
California
$6.36M +$85.5K +1,835 +1%
SAM
312
Securian Asset Management
Minnesota
$6.24M -$169K -3,634 -3%
CCM
313
Cadence Capital Management
Massachusetts
$6.16M +$4.2M +90,253 +214%
CEP
314
Chicago Equity Partners
Illinois
$6.15M -$716K -15,370 -10%
PA
315
Pinnacle Associates
New York
$6.11M -$13.3K -286 -0.2%
GIM
316
Grassi Investment Management
California
$6.07M – – –
TSS
317
Two Sigma Securities
New York
$6.04M +$1.67M +35,934 +38%
GCM
318
Gibraltar Capital Management
Oklahoma
$5.99M -$23.8K -512 -0.4%
O
319
OppenheimerFunds
New York
$5.93M +$825K +17,717 +16%
BG
320
Bollard Group
Massachusetts
$5.88M +$434K +9,320 +8%
SMDAM
321
Sumitomo Mitsui DS Asset Management
Japan
$5.76M +$145K +3,109 +3%
BA
322
Boston Advisors
Massachusetts
$5.75M -$17.2M -369,099 -75%
ARTA
323
A.R.T. Advisors
New York
$5.73M +$5.73M +123,100 New
LSA
324
L & S Advisors
California
$5.69M +$2.34M +50,173 +70%
RCIM
325
Russell Clark Investment Management
United Kingdom
$5.68M -$3.65M -78,400 -39%
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