MS icon

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 %
WBC
351
Westpac Banking Corp
Australia
$3.43M – – –
PAI
352
Pittenger & Anderson Inc
Nebraska
$3.43M -$488K -12,310 -12%
JWBC
353
J.W. Burns & Co
New York
$3.41M -$169K -4,271 -5%
RIM
354
Regent Investment Management
Kentucky
$3.38M -$423K -10,665 -11%
BOTW
355
Bank of the West
California
$3.38M +$1.78M +44,929 +112%
CS
356
Comerica Securities
Michigan
$3.36M +$2.54M +63,950 +309%
VanEck Associates
357
VanEck Associates
New York
$3.35M +$288K +7,264 +9%
William Blair & Company
358
William Blair & Company
Illinois
$3.34M -$612K -15,447 -15%
FT
359
Fiduciary Trust
Massachusetts
$3.31M -$133K -3,364 -4%
SCCM
360
Schafer Cullen Capital Management
New York
$3.3M -$100K -2,534 -3%
IP
361
Interval Partners
New York
$3.29M +$408K +10,298 +14%
SCM
362
Silvant Capital Management
Georgia
$3.28M -$92.7K -2,338 -3%
OI
363
Oakbrook Investments
Illinois
$3.26M +$105K +2,660 +3%
SCM
364
Shelton Capital Management
Colorado
$3.26M -$43.6K -1,100 -1%
FHB
365
First Hawaiian Bank
Hawaii
$3.25M -$764K -19,253 -19%
AF
366
Arrow Financial
New York
$3.18M -$252K -6,354 -7%
SLI
367
Sumitomo Life Insurance
Japan
$3.12M -$44.5K -1,121 -1%
CAL
368
Capital Analysts LLC
Pennsylvania
$3.06M -$19K -479 -0.6%
II
369
IFM Investors
Australia
$3.04M +$255K +6,441 +9%
SCP
370
Stamos Capital Partners
California
$3.02M +$3.02M +76,200 New
CEP
371
Chicago Equity Partners
Illinois
$3.02M -$2.22M -55,970 -42%
Daiwa Securities Group
372
Daiwa Securities Group
Japan
$3M +$555K +14,000 +23%
WAM
373
World Asset Management
Michigan
$3M -$143K -3,602 -5%
TCM
374
Tegean Capital Management
New York
$2.97M +$2.97M +75,000 New
BS
375
Banco Santander
Spain
$2.97M -$3.99M -100,687 -57%
13 14
15
16 17