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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 %
CIM
376
Cambria Investment Management
California
$3.98M +$231K +4,959 +6%
SCM
377
Silvant Capital Management
Georgia
$3.96M -$613K -13,163 -13%
CIP
378
Convergence Investment Partners
Florida
$3.9M -$1.37M -29,364 -26%
SCM
379
Shelton Capital Management
Colorado
$3.88M +$1.08M +23,085 +38%
IA
380
IndexIQ Advisors
New York
$3.85M -$1.85M -39,739 -32%
RIM
381
Redpoint Investment Management
Australia
$3.8M – – –
FG
382
FSI Group
Ohio
$3.73M +$3.73M +80,000 New
SLI
383
Sumitomo Life Insurance
Japan
$3.72M -$319K -6,844 -8%
OI
384
Oakbrook Investments
Illinois
$3.7M -$442K -9,490 -11%
WAM
385
World Asset Management
Michigan
$3.69M -$112K -2,405 -3%
BHA
386
Beech Hill Advisors
New York
$3.64M +$330K +7,076 +10%
AIP
387
Ameritas Investment Partners
Nebraska
$3.64M +$1.48M +31,824 +69%
LSERS
388
Louisiana State Employees Retirement System
Louisiana
$3.61M -$121K -2,600 -3%
CAL
389
Capital Analysts LLC
Pennsylvania
$3.61M +$152K +3,259 +4%
VanEck Associates
390
VanEck Associates
New York
$3.6M +$276K +5,930 +8%
KOCAA
391
Knights of Columbus Asset Advisors
Connecticut
$3.57M -$338K -7,250 -9%
TEE
392
Tibra Equities Europe
United Kingdom
$3.56M +$3.56M +76,540 New
W
393
Wealthfront
California
$3.54M -$162K -3,479 -4%
WAM
394
Wakefield Asset Management
Colorado
$3.52M +$3.52M +75,675 New
IWA
395
IBEX Wealth Advisors
New Jersey
$3.51M -$818K -17,536 -19%
CC
396
Cipher Capital
New York
$3.48M +$2.96M +63,605 +575%
GFPC
397
Global Financial Private Capital
Florida
$3.45M -$54.3K -1,167 -2%
YIA
398
YHB Investment Advisors
Connecticut
$3.43M +$779K +16,736 +29%
IP
399
Interval Partners
New York
$3.38M -$2.04M -43,826 -38%
Daiwa Securities Group
400
Daiwa Securities Group
Japan
$3.36M -$307K -5,635 -8%
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