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Morgan Stanley
MS

Overview Fund Activity

1,032 hedge funds and large institutions have $70.5B invested in Morgan Stanley in 2018 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 362 increasing their positions, 382 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,032
Holders Change
-5
Holders Change %
-0.48%
% of All Funds
23.66%
Holding in Top 10
24
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-29.41%
% of All Funds
0.55%
New
102
Increased
362
Reduced
382
Closed
101
Calls
$998M
Puts
$1.74B
Net Calls
-$738M
Net Calls Change
+$440M

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$172M
2
BlackRock
2
BlackRock
New York
$5.17B
3
Millennium Management
3
Millennium Management
New York
$160M
4
Deutsche Bank
4
Deutsche Bank
Germany
$467M
5
AL
5
AJO LP
Pennsylvania
$228M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$4.14B
2
Mitsubishi UFJ Financial Group
2
Mitsubishi UFJ Financial Group
Japan
$20.2B
3
State Street
3
State Street
Massachusetts
$6.28B
4
Ameriprise
4
Ameriprise
Minnesota
$689M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$55.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMDAM
326
Sumitomo Mitsui DS Asset Management
Japan
$5.72M -$16.6K -350 -0.3%
WB
327
WesBanco Bank
West Virginia
$5.69M +$128K +2,694 +2%
LTFS
328
Ladenburg Thalmann Financial Services
Florida
$5.67M – – –
DILIC
329
Dai-ichi Life Insurance Company
Japan
$5.65M -$12.4M -261,228 -69%
AC
330
Argentiere Capital
Switzerland
$5.64M +$3.71M +78,350 +192%
JAM
331
Jupiter Asset Management
United Kingdom
$5.61M -$36.3M -766,673 -87%
AHB
332
Abner Herrman & Brock
New Jersey
$5.58M -$2.09M -44,041 -27%
Commonwealth Equity Services
333
Commonwealth Equity Services
Massachusetts
$5.56M +$228K +4,800 +4%
BG
334
Bollard Group
Massachusetts
$5.55M +$189K +3,997 +4%
BS
335
Banco Santander
Spain
$5.52M -$1.03M -21,823 -16%
IP
336
Interval Partners
New York
$5.52M -$873K -18,425 -14%
CIP
337
Convergence Investment Partners
Florida
$5.36M +$2.11M +44,473 +65%
LBC
338
Lowe Brockenbrough & Co
Virginia
$5.35M +$28.2K +595 +0.5%
PP
339
Paloma Partners
Connecticut
$5.28M +$3.54M +74,746 +204%
O
340
OppenheimerFunds
New York
$5.2M -$80.9M -1,705,958 -94%
FCM
341
Flinton Capital Management
Pennsylvania
$5.16M -$1.15M -24,360 -18%
Point72 Asset Management
342
Point72 Asset Management
Connecticut
$5.16M +$3.96M +83,600 +332%
BMM
343
Buffington Mohr McNeal
Idaho
$5.14M +$42.4K +895 +0.8%
GPSPJS
344
General Pension Society PZU Joint Stock
Poland
$5.04M – – –
AAF
345
Andra AP-fonden
Sweden
$5M +$830K +17,500 +20%
OAM
346
Oppenheimer Asset Management
New York
$4.95M -$45.1K -951 -0.9%
SFM
347
Systematic Financial Management
New Jersey
$4.94M -$6.45K -136 -0.1%
IWA
348
IBEX Wealth Advisors
New Jersey
$4.9M – – –
BTS
349
BB&T Securities
Virginia
$4.84M +$150K +3,165 +3%
NEI
350
Northwest & Ethical Investments
Ontario, Canada
$4.81M +$281K +5,920 +6%
12 13
14
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