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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 %
DCM
426
Dimension Capital Management
Florida
$2.82M -$1.36M -29,207 -33%
GCA
427
Gideon Capital Advisors
New York
$2.79M +$695K +14,916 +33%
MA
428
Montag & Associates
Georgia
$2.76M -$633K -13,600 -19%
AA
429
ALPS Advisors
Colorado
$2.75M +$2.75M +59,061 New
BF
430
BOK Financial
Oklahoma
$2.71M -$370K -7,947 -12%
AAIM
431
American Assets Investment Management
California
$2.7M +$95.5K +2,000 +4%
BCM
432
BTC Capital Management
Iowa
$2.67M -$583K -12,530 -18%
CWM
433
Cornerstone Wealth Management
Missouri
$2.66M -$398K -19,644 -13%
Acadian Asset Management
434
Acadian Asset Management
Massachusetts
$2.64M +$2.08M +44,654 +372%
KRS
435
Kentucky Retirement Systems
Kentucky
$2.63M -$65.4K -1,404 -2%
Qube Research & Technologies (QRT)
436
Qube Research & Technologies (QRT)
United Kingdom
$2.63M +$2.29M +49,213 +679%
Walleye Trading
437
Walleye Trading
New York
$2.59M -$5.31M -114,033 -67%
SCM
438
Stevens Capital Management
Pennsylvania
$2.58M -$9.94M -213,427 -79%
MWM
439
Meridian Wealth Management
Kentucky
$2.57M +$11.7K +252 +0.5%
LMGAM
440
Liberty Mutual Group Asset Management
Massachusetts
$2.54M – – –
FCM
441
Flinton Capital Management
Pennsylvania
$2.53M -$2.54M -54,544 -50%
LS
442
Livforsakringsbolaget Skandia
Sweden
$2.52M -$955K -20,500 -28%
MYAM
443
Meiji Yasuda Asset Management
Japan
$2.5M -$4.19K -90 -0.2%
SWP
444
Stratos Wealth Partners
Ohio
$2.46M +$114K +2,452 +5%
LIA
445
LS Investment Advisors
Michigan
$2.43M +$15.9K +342 +0.7%
EAM
446
Exane Asset Management
France
$2.38M +$2.32M +49,901 +4,294%
Group One Trading
447
Group One Trading
Illinois
$2.34M +$1.35M +28,889 +135%
GECH
448
Garnet Equity Capital Holdings
New York
$2.33M -$2.33M -50,000 -50%
WAM
449
Wolverine Asset Management
Illinois
$2.33M +$1.78M +38,275 +327%
CF
450
CNA Financial
Illinois
$2.32M – – –
16 17
18
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