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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 %
CG
376
Cutler Group
California
$2.95M +$1.44M +36,221 +95%
SFM
377
Signet Financial Management
New Jersey
$2.94M -$641K -16,172 -18%
SC
378
Sepio Capital
Utah
$2.94M +$2.94M +74,119 New
AU
379
Algebris (UK)
United Kingdom
$2.93M +$2.93M +73,950 New
WAM
380
Wakefield Asset Management
Colorado
$2.86M -$138K -3,468 -5%
B
381
Barings
North Carolina
$2.85M -$4.73M -119,200 -62%
COPPSERS
382
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.83M -$1.49M -37,497 -34%
QC
383
Quadrature Capital
United Kingdom
$2.82M +$2.82M +71,000 New
TCM
384
Telos Capital Management
California
$2.81M +$274K +6,899 +11%
GFPC
385
Global Financial Private Capital
Florida
$2.8M -$137K -3,456 -5%
AF
386
Ally Financial
Michigan
$2.78M – – –
IFAM
387
Institutional & Family Asset Management
Colorado
$2.78M +$356K +8,980 +15%
ACM
388
Advent Capital Management
New York
$2.78M +$2.78M +70,000 New
PP
389
Patten & Patten
Tennessee
$2.76M -$13.3K -335 -0.5%
BA
390
Baugh & Associates
Georgia
$2.75M +$200K +5,048 +8%
Wealthfront Advisers
391
Wealthfront Advisers
California
$2.73M +$2.73M +68,787 New
LSERS
392
Louisiana State Employees Retirement System
Louisiana
$2.72M -$357K -9,000 -12%
TG
393
TLP Group
Illinois
$2.71M +$809K +16,346 +43%
Cambridge Investment Research Advisors
394
Cambridge Investment Research Advisors
Iowa
$2.71M -$38.1K -960 -1%
Tudor Investment Corp
395
Tudor Investment Corp
Connecticut
$2.68M -$2.01M -50,607 -43%
CCM
396
Cadence Capital Management
Massachusetts
$2.67M -$2.58M -65,126 -49%
MYLI
397
Meiji Yasuda Life Insurance
Japan
$2.64M -$125K -3,145 -5%
MHC
398
Meyer Handelman Company
New York
$2.64M -$119K -2,996 -4%
AAIM
399
American Assets Investment Management
California
$2.64M +$397K +10,000 +18%
IA
400
Icon Advisers
Colorado
$2.6M – – –
14 15
16
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