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Morgan Stanley
MS

Overview Fund Activity

1,032 hedge funds and large institutions have $70.5B invested in Morgan Stanley in 2018 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 362 increasing their positions, 382 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,032
Holders Change
-5
Holders Change %
-0.48%
% of All Funds
23.66%
Holding in Top 10
24
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-29.41%
% of All Funds
0.55%
New
102
Increased
362
Reduced
382
Closed
101
Calls
$998M
Puts
$1.74B
Net Calls
-$738M
Net Calls Change
+$440M

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$172M
2
BlackRock
2
BlackRock
New York
$5.17B
3
Millennium Management
3
Millennium Management
New York
$160M
4
Deutsche Bank
4
Deutsche Bank
Germany
$467M
5
AL
5
AJO LP
Pennsylvania
$228M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$4.14B
2
Mitsubishi UFJ Financial Group
2
Mitsubishi UFJ Financial Group
Japan
$20.2B
3
State Street
3
State Street
Massachusetts
$6.28B
4
Ameriprise
4
Ameriprise
Minnesota
$689M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$55.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
426
BOK Financial
Oklahoma
$3.13M -$148K -3,130 -5%
Creative Planning
427
Creative Planning
Kansas
$3.12M +$178K +3,753 +6%
ECM
428
Element Capital Management
New York
$3.06M +$2.2M +46,447 +257%
WCA
429
Westover Capital Advisors
Delaware
$3.02M -$24.8K -523 -0.8%
BA
430
Baugh & Associates
Georgia
$3.01M -$238K -5,017 -7%
Pacer Advisors
431
Pacer Advisors
Pennsylvania
$3.01M +$251K +5,302 +9%
GHCM
432
Glen Harbor Capital Management
California
$2.95M -$660K -13,920 -18%
KJHP
433
K.J. Harrison & Partners
Ontario, Canada
$2.92M +$2.61M +55,000 +846%
TCM
434
Telos Capital Management
California
$2.91M +$85.7K +1,809 +3%
II
435
IFM Investors
Australia
$2.89M +$879K +18,542 +44%
WSTAM
436
Wilbanks Smith & Thomas Asset Management
Virginia
$2.88M +$107K +2,268 +4%
IFAM
437
Institutional & Family Asset Management
Colorado
$2.86M +$2.86M +60,330 +67,033%
SCM
438
Shelton Capital Management
Colorado
$2.85M -$79.9K -1,685 -3%
Tudor Investment Corp
439
Tudor Investment Corp
Connecticut
$2.84M +$2.84M +59,994 New
CBT
440
Central Bank & Trust
Kentucky
$2.8M -$1.43M -30,247 -34%
RIM
441
Rampart Investment Management
Connecticut
$2.8M -$1.09M -22,919 -28%
KIA
442
KCM Investment Advisors
California
$2.75M -$132K -2,775 -5%
KRS
443
Kentucky Retirement Systems
Kentucky
$2.74M -$670K -14,132 -20%
EOJOAM
444
E. Ohman J:or Asset Management
Sweden
$2.73M +$905K +19,100 +50%
YIA
445
YHB Investment Advisors
Connecticut
$2.69M – – –
Cambridge Investment Research Advisors
446
Cambridge Investment Research Advisors
Iowa
$2.69M +$512K +10,807 +23%
MML Investors Services
447
MML Investors Services
Massachusetts
$2.63M +$185K +3,893 +8%
OC
448
Oppenheimer & Co
New York
$2.63M -$1.06M -22,385 -29%
PIA
449
Piedmont Investment Advisors
North Carolina
$2.63M -$6.49M -136,832 -71%
AAIM
450
American Assets Investment Management
California
$2.63M +$217K +4,500 +9%
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