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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 %
AG
326
Advisor Group
Arizona
$4.15M -$612K -15,426 -13%
LTFS
327
Ladenburg Thalmann Financial Services
Florida
$4.11M +$139K +3,488 +3%
NB
328
Norinchukin Bank
Japan
$4.06M +$337K +8,487 +9%
WPIC
329
White Pine Investment Company
Michigan
$4M -$6.54K -165 -0.2%
MIG
330
McGuire Investment Group
Rhode Island
$3.98M -$5.27K -133 -0.1%
PI
331
PEAK6 Investments
Illinois
$3.97M -$17M -427,761 -81%
HHMI
332
Howard Hughes Medical Institute
Maryland
$3.97M – – –
TAF
333
Tredje AP-fonden
Sweden
$3.9M +$150K +3,786 +4%
BPM
334
Bowling Portfolio Management
Ohio
$3.84M +$126K +3,171 +3%
SAM
335
Shell Asset Management
Netherlands
$3.84M -$767K -19,332 -17%
BCM
336
BlueMar Capital Management
Florida
$3.82M -$3.54M -89,206 -48%
LOAMS
337
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.78M -$8.72M -220,000 -70%
CIM
338
Cambria Investment Management
California
$3.77M +$380K +9,583 +11%
PI
339
PineBridge Investments
New York
$3.75M -$3.74M -94,210 -50%
CIC
340
Cornercap Investment Counsel
Georgia
$3.65M +$245K +6,180 +7%
Victory Capital Management
341
Victory Capital Management
Texas
$3.64M -$15.4K -388 -0.4%
CIP
342
Convergence Investment Partners
Florida
$3.57M +$250K +6,298 +8%
SFM
343
Systematic Financial Management
New Jersey
$3.55M -$505K -12,725 -12%
RBA
344
Richard Bernstein Advisors
New York
$3.55M – – –
AIC
345
Argus Investors Counsel
New York
$3.54M -$115K -2,910 -3%
Jane Street
346
Jane Street
New York
$3.53M -$7.21M -181,750 -67%
RJFSA
347
Raymond James Financial Services Advisors
Florida
$3.5M +$839K +21,173 +32%
SIM
348
Sentry Investment Management
Wisconsin
$3.47M -$89.1K -2,247 -3%
AC
349
Argentiere Capital
Switzerland
$3.47M -$2.96M -74,547 -46%
KOCAA
350
Knights of Columbus Asset Advisors
Connecticut
$3.46M +$418K +10,550 +14%
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