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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 %
LM
451
Lincluden Management
Ontario, Canada
$2.31M -$4.51M -96,897 -66%
KIA
452
KCM Investment Advisors
California
$2.3M -$397K -8,532 -15%
PSUF
453
People's United Financial
Connecticut
$2.29M -$144K -3,095 -6%
CCM
454
Compton Capital Management
Rhode Island
$2.29M -$2.33K -50 -0.1%
V
455
Veritable
Delaware
$2.28M -$88.2K -1,894 -4%
RCM
456
Riverhead Capital Management
Delaware
$2.28M -$2.27M -48,650 -50%
BBI
457
Baxter Bros Inc
Connecticut
$2.26M +$202K +4,331 +10%
FAAS
458
First Allied Advisory Services
California
$2.25M +$759K +16,259 +51%
AI
459
Axiom Investors
Connecticut
$2.22M -$130K -2,800 -6%
PCA
460
Providence Capital Advisors
North Carolina
$2.19M +$2.19M +47,100 New
NEI
461
Northwest & Ethical Investments
Ontario, Canada
$2.18M -$2.54M -54,625 -54%
QFA
462
Quattro Financial Advisors
Texas
$2.15M +$2.15M +45,725 New
QT
463
Quantbot Technologies
New York
$2.15M -$404K -8,683 -16%
AMI
464
Amica Mutual Insurance
Rhode Island
$2.15M – – –
SC
465
SouthState Corp
Florida
$2.14M -$14K -300 -0.6%
DCM
466
Donaldson Capital Management
Indiana
$2.12M -$23.8K -512 -1%
FA
467
FDx Advisors
Illinois
$2.1M +$105K +2,260 +5%
CA
468
Cullinan Associates
Kentucky
$2.1M +$4.66K +100 +0.2%
EU
469
Emory University
Georgia
$2.08M +$242K +5,199 +13%
OC
470
Oppenheimer & Co
New York
$2.06M -$527K -11,317 -20%
Envestnet Asset Management
471
Envestnet Asset Management
Illinois
$2.03M -$1.47M -31,555 -42%
IAA
472
Independent Advisor Alliance
North Carolina
$2.01M +$237K +6,408 +13%
EGM
473
Engineers Gate Manager
New York
$2M +$1.81M +38,779 +918%
TAM
474
Tyers Asset Management
Texas
$1.99M -$2M -42,856 -50%
JIC
475
Joel Isaacson & Co
New York
$1.98M +$792 +17 +0%
17 18
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