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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
+$761M
2
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$264M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$125M
4
VH
ValueAct Holdings
California
+$97.8M
5
Barclays
Barclays
United Kingdom
+$90.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$611M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$502M
3
Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group
Japan
-$295M
4
AL
AJO LP
Pennsylvania
-$208M
5
Ameriprise
Ameriprise
Minnesota
-$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
Pacer Advisors
401
Pacer Advisors
Pennsylvania
$3.31M +$357K +7,663 +12%
KPCM
402
Kings Point Capital Management
New York
$3.31M -$293K -6,288 -8%
BNP Paribas Asset Management
403
BNP Paribas Asset Management
France
$3.31M +$53.6K +1,145 +2%
II
404
IFM Investors
Australia
$3.27M +$436K +9,355 +15%
AF
405
Ally Financial
Michigan
$3.26M +$1.4M +30,000 +75%
PP
406
Patten & Patten
Tennessee
$3.25M -$14K -300 -0.4%
MYLI
407
Meiji Yasuda Life Insurance
Japan
$3.25M +$78.7K +1,690 +2%
MHC
408
Meyer Handelman Company
New York
$3.24M – – –
Cambridge Investment Research Advisors
409
Cambridge Investment Research Advisors
Iowa
$3.23M +$579K +12,434 +22%
FLPIM
410
F.L. Putnam Investment Management
Massachusetts
$3.16M -$5.59K -120 -0.2%
RJFSA
411
Raymond James Financial Services Advisors
Florida
$3.12M -$13.1K -282 -0.4%
GAB
412
German American Bancorp
Indiana
$3.12M +$20.5K +440 +0.7%
NA
413
Neuburgh Advisers
California
$3.07M -$3.08M -66,232 -50%
IA
414
Icon Advisers
Colorado
$3.06M -$7.9M -169,718 -72%
EOJOAM
415
E. Ohman J:or Asset Management
Sweden
$3.02M +$345K +7,400 +13%
WCA
416
Westover Capital Advisors
Delaware
$3.01M +$37.7K +809 +1%
BA
417
Baugh & Associates
Georgia
$3M +$39.6K +850 +1%
WSTAM
418
Wilbanks Smith & Thomas Asset Management
Virginia
$2.98M +$152K +3,260 +5%
TCM
419
Telos Capital Management
California
$2.98M +$113K +2,437 +4%
NONA
420
Ninety One North America
New York
$2.91M -$2.88M -61,917 -50%
Creative Planning
421
Creative Planning
Kansas
$2.9M -$162K -3,477 -5%
SAS
422
Stelac Advisory Services
New York
$2.89M +$2.89M +62,000 New
BCM
423
BlueCrest Capital Management
Jersey
$2.86M +$1.16M +24,964 +68%
IFAM
424
Institutional & Family Asset Management
Colorado
$2.84M +$29K +622 +1%
Mariner
425
Mariner
Kansas
$2.83M +$813K +17,456 +40%
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