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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 %
WPIC
351
White Pine Investment Company
Michigan
$4.8M +$9.29K +196 +0.2%
AIM
352
Assured Investment Management
New York
$4.8M +$4.11M +86,735 +597%
Wolverine Trading
353
Wolverine Trading
Illinois
$4.77M – – –
DY
354
Dowling & Yahnke
California
$4.77M +$12.6K +265 +0.3%
SRAM
355
Stone Ridge Asset Management
New York
$4.74M +$2.6M +54,834 +121%
HHMI
356
Howard Hughes Medical Institute
Maryland
$4.74M – – –
GECH
357
Garnet Equity Capital Holdings
New York
$4.74M – – –
UOC
358
UBS O'Connor
Illinois
$4.74M +$4.74M +100,000 New
William Blair & Company
359
William Blair & Company
Illinois
$4.71M +$180K +3,799 +4%
SCM
360
Silvant Capital Management
Georgia
$4.65M -$52.8K -1,113 -1%
RCM
361
Riverhead Capital Management
Delaware
$4.62M -$993K -20,947 -18%
Brown Advisory
362
Brown Advisory
Maryland
$4.61M +$9.1K +192 +0.2%
KC
363
Kepos Capital
New York
$4.55M +$4.55M +96,072 New
RIM
364
Regent Investment Management
Kentucky
$4.52M +$209K +4,415 +5%
PAI
365
Pittenger & Anderson Inc
Nebraska
$4.51M +$23.7K +500 +0.5%
SFM
366
Signet Financial Management
New Jersey
$4.51M -$92.1K -1,943 -2%
BPM
367
Bowling Portfolio Management
Ohio
$4.49M -$11.4K -240 -0.3%
FT
368
Fiduciary Trust
Massachusetts
$4.46M +$60.3K +1,273 +1%
TSS
369
Two Sigma Securities
New York
$4.44M +$1.23M +25,891 +38%
SIM
370
Sentry Investment Management
Wisconsin
$4.43M -$488K -10,286 -10%
MWNA
371
Marshall Wace North America
New York
$4.31M +$2.7M +56,858 +167%
DCM
372
Dimension Capital Management
Florida
$4.26M -$427 -9 -0%
RBA
373
Richard Bernstein Advisors
New York
$4.24M -$1.01M -21,360 -19%
OI
374
Oakbrook Investments
Illinois
$4.22M +$920K +19,415 +28%
JWBC
375
J.W. Burns & Co
New York
$4.21M -$90.5K -1,909 -2%
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