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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 %
PAI
351
Pittenger & Anderson Inc
Nebraska
$4.6M +$163K +3,500 +4%
RIM
352
Regent Investment Management
Kentucky
$4.47M +$32.6K +700 +0.7%
TAF
353
Tredje AP-fonden
Sweden
$4.41M -$1.98M -42,574 -31%
NB
354
Norinchukin Bank
Japan
$4.37M +$415K +8,911 +10%
BPM
355
Bowling Portfolio Management
Ohio
$4.37M -$43.5K -933 -1%
CSS
356
Cubist Systematic Strategies
Connecticut
$4.35M +$363K +7,788 +9%
AIC
357
Argus Investors Counsel
New York
$4.29M +$327K +7,025 +8%
Victory Capital Management
358
Victory Capital Management
Texas
$4.29M +$499K +10,710 +13%
BTS
359
BB&T Securities
Virginia
$4.26M -$490K -10,523 -10%
JWBC
360
J.W. Burns & Co
New York
$4.21M +$68.9K +1,479 +2%
HFS
361
HL Financial Services
Kentucky
$4.21M +$434K +9,318 +11%
SFM
362
Signet Financial Management
New Jersey
$4.21M -$225K -4,837 -5%
SIM
363
Sentry Investment Management
Wisconsin
$4.18M -$172K -3,695 -4%
RBA
364
Richard Bernstein Advisors
New York
$4.17M – – –
NC
365
Northpointe Capital
Michigan
$4.15M +$4.15M +89,157 New
CANY
366
Caxton Associates (New York)
New York
$4.11M +$3.13M +67,225 +319%
NO
367
Ninety One
South Africa
$4.11M -$1.96M -42,019 -32%
BAPIM
368
British Airways Pensions Investment Management
United Kingdom
$4.07M -$9.64M -207,131 -70%
PCIG
369
Partners Capital Investment Group
Massachusetts
$4.05M +$542K +11,649 +15%
FT
370
Fiduciary Trust
Massachusetts
$4.05M -$335K -7,190 -8%
AF
371
Arrow Financial
New York
$4.03M +$51.5K +1,105 +1%
WBC
372
Westpac Banking Corp
Australia
$4.03M -$101K -2,163 -2%
CIC
373
Cornercap Investment Counsel
Georgia
$4M +$892K +19,150 +29%
SCCM
374
Schafer Cullen Capital Management
New York
$4M -$68.1K -1,462 -2%
MML Investors Services
375
MML Investors Services
Massachusetts
$4M +$1.41M +30,202 +54%
13 14
15
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