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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 %
LS
426
Livforsakringsbolaget Skandia
Sweden
$2.14M – – –
QFA
427
Quattro Financial Advisors
Texas
$2.08M +$147K +3,465 +8%
LIA
428
LS Investment Advisors
Michigan
$2.04M -$31.6K -797 -2%
Verition Fund Management
429
Verition Fund Management
Connecticut
$2.03M -$4.51M -113,760 -69%
PAG
430
Private Advisor Group
New Jersey
$2.02M +$658K +16,583 +48%
V
431
Veritable
Delaware
$2M +$58.4K +1,472 +3%
JPC
432
Jabodon PT Co
Nevada
$1.99M +$1.99M +50,209 New
Creative Planning
433
Creative Planning
Kansas
$1.99M -$483K -12,187 -20%
VF
434
Vilas Fund
Illinois
$1.98M +$1.98M +50,000 New
CF
435
CNA Financial
Illinois
$1.97M – – –
FAAS
436
First Allied Advisory Services
California
$1.97M +$50.2K +1,262 +3%
PSUF
437
People's United Financial
Connecticut
$1.95M -$1.82K -46 -0.1%
MYAM
438
Meiji Yasuda Asset Management
Japan
$1.94M -$186K -4,688 -9%
BBI
439
Baxter Bros Inc
Connecticut
$1.94M +$12.4K +314 +0.6%
SWP
440
Stratos Wealth Partners
Ohio
$1.9M -$196K -4,952 -9%
KIA
441
KCM Investment Advisors
California
$1.9M -$60.4K -1,523 -3%
CCM
442
Compton Capital Management
Rhode Island
$1.9M -$51.6K -1,300 -3%
CMTU
443
Capital Markets Trading (UK)
United Kingdom
$1.87M +$989K +24,944 +112%
PCA
444
Providence Capital Advisors
North Carolina
$1.87M – – –
YIA
445
YHB Investment Advisors
Connecticut
$1.85M -$1.07M -26,867 -37%
FCM
446
Flinton Capital Management
Pennsylvania
$1.83M -$323K -8,148 -15%
AMI
447
Amica Mutual Insurance
Rhode Island
$1.83M – – –
JIC
448
Joel Isaacson & Co
New York
$1.83M +$50.7K +1,214 +3%
SC
449
SouthState Corp
Florida
$1.82M – – –
WIA
450
Westbourne Investment Advisors
Maryland
$1.82M +$426K +10,755 +31%
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