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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 %
PPCM
301
Pillar Pacific Capital Management
California
$5.33M -$86K -2,169 -2%
SAM
302
Securian Asset Management
Minnesota
$5.25M -$64.8K -1,635 -1%
IA
303
IndexIQ Advisors
New York
$5.15M +$1.87M +47,213 +57%
GIM
304
Grassi Investment Management
California
$5.12M -$55.5K -1,400 -1%
BUB
305
BBVA USA Bancshares
Texas
$5.06M -$929K -23,439 -16%
PP
306
Paloma Partners
Connecticut
$4.94M -$8.44M -212,913 -63%
GPSPJS
307
General Pension Society PZU Joint Stock
Poland
$4.93M +$714K +18,000 +17%
GCM
308
Gibraltar Capital Management
Oklahoma
$4.83M -$276K -6,953 -5%
PWPCM
309
Perella Weinberg Partners Capital Management
New York
$4.82M +$4.82M +121,478 New
EIM
310
Essex Investment Management
Massachusetts
$4.78M -$1.19M -30,115 -20%
SMDAM
311
Sumitomo Mitsui DS Asset Management
Japan
$4.74M -$169K -4,261 -3%
HA
312
H2O AM
United Kingdom
$4.73M +$4.73M +120,184 New
AHB
313
Abner Herrman & Brock
New Jersey
$4.62M -$41.6K -1,049 -0.9%
QT
314
Quantbot Technologies
New York
$4.6M +$2.77M +69,755 +151%
LBC
315
Lowe Brockenbrough & Co
Virginia
$4.58M +$29.1K +735 +0.6%
DY
316
Dowling & Yahnke
California
$4.52M +$65.1K +1,467 +1%
KWILP
317
Kiwi Wealth Investments Limited Partnership
New Zealand
$4.5M -$194M -4,886,593 -98%
NMERB
318
New Mexico Educational Retirement Board
New Mexico
$4.48M -$341K -8,600 -7%
Brown Advisory
319
Brown Advisory
Maryland
$4.46M -$336K -8,462 -7%
AC
320
Allstate Corporation
Illinois
$4.42M +$4.42M +111,453 New
BA
321
Boston Advisors
Massachusetts
$4.35M -$543K -13,686 -11%
RCP
322
Radin Capital Partners
Ontario, Canada
$4.31M -$1.62M -40,900 -27%
LCS
323
Levin Capital Strategies
New York
$4.26M -$53.3M -1,344,849 -93%
BMM
324
Buffington Mohr McNeal
Idaho
$4.18M -$85.5K -2,157 -2%
CC
325
Cipher Capital
New York
$4.17M +$1.21M +30,550 +41%
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