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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 %
MERSOM
401
Municipal Employees' Retirement System of Michigan
Michigan
$2.59M +$2.59M +65,410 New
AWM
402
Avitas Wealth Management
California
$2.57M +$2.57M +64,848 New
CFM
403
Coronation Fund Managers
South Africa
$2.56M +$2.56M +64,585 New
BCM
404
BTC Capital Management
Iowa
$2.54M +$267K +6,731 +12%
Mackenzie Financial
405
Mackenzie Financial
Ontario, Canada
$2.52M +$1.66M +41,781 +191%
WSTAM
406
Wilbanks Smith & Thomas Asset Management
Virginia
$2.51M -$24.4K -614 -1%
NONA
407
Ninety One North America
New York
$2.48M – – –
NEI
408
Northwest & Ethical Investments
Ontario, Canada
$2.47M +$612K +15,430 +33%
DCM
409
Dimension Capital Management
Florida
$2.42M +$20K +504 +0.8%
PCM
410
Prelude Capital Management
New York
$2.42M +$2.15M +54,233 +790%
MML Investors Services
411
MML Investors Services
Massachusetts
$2.41M -$988K -24,921 -29%
RIM
412
Redpoint Investment Management
Australia
$2.4M -$835K -21,050 -26%
EAM
413
Erste Asset Management
Austria
$2.37M +$2.37M +60,059 New
RCIM
414
Russell Clark Investment Management
United Kingdom
$2.35M -$2.49M -62,700 -51%
GAM
415
Gotham Asset Management
New York
$2.3M +$2.3M +58,119 New
CC
416
Centiva Capital
New York
$2.28M +$2.28M +57,500 New
DA
417
Duality Advisers
Florida
$2.26M +$2.26M +56,930 New
KRS
418
Kentucky Retirement Systems
Kentucky
$2.26M +$15.7K +397 +0.7%
AAM
419
Advisors Asset Management
Colorado
$2.23M +$830K +20,937 +60%
NA
420
Neuburgh Advisers
California
$2.22M -$392K -9,894 -15%
AA
421
ALPS Advisors
Colorado
$2.22M -$126K -3,188 -5%
EOJOAM
422
E. Ohman J:or Asset Management
Sweden
$2.2M -$369K -9,300 -14%
OA
423
Oxbow Advisors
Texas
$2.2M +$2.2M +55,485 New
ARTA
424
A.R.T. Advisors
New York
$2.2M -$2.68M -67,700 -55%
MC
425
MRJ Capital
New York
$2.14M +$2.14M +54,039 New
15 16
17
18 19