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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 %
LM
451
Lincluden Management
Ontario, Canada
$1.8M -$162K -4,085 -8%
BCM
452
Bayesian Capital Management
New York
$1.78M +$378K +9,529 +27%
Capstone Investment Advisors
453
Capstone Investment Advisors
New York
$1.77M +$502K +12,654 +40%
EU
454
Emory University
Georgia
$1.7M -$78.8K -1,988 -4%
CM
455
Crestline Management
Texas
$1.69M +$1.69M +42,717 New
Balyasny Asset Management
456
Balyasny Asset Management
Illinois
$1.69M -$35.9M -905,175 -96%
APFBOT
457
Amica Pension Fund Board of Trustees
Rhode Island
$1.66M – – –
AIP
458
Ameritas Investment Partners
Nebraska
$1.66M -$1.44M -36,353 -46%
RCM
459
Riverhead Capital Management
Delaware
$1.65M -$287K -7,249 -15%
MWM
460
Meridian Wealth Management
Kentucky
$1.64M -$540K -13,620 -25%
FLPIM
461
F.L. Putnam Investment Management
Massachusetts
$1.64M -$1.05M -26,400 -39%
MA
462
Montag & Associates
Georgia
$1.64M -$710K -17,918 -30%
RAM
463
Roanoke Asset Management
New Jersey
$1.64M -$28.3K -715 -2%
PAM
464
Panagora Asset Management
Massachusetts
$1.64M -$16.3K -410 -1%
GCA
465
Gideon Capital Advisors
New York
$1.63M -$742K -18,726 -31%
SCM
466
Stevens Capital Management
Pennsylvania
$1.62M -$575K -14,505 -26%
CA
467
Cullinan Associates
Kentucky
$1.61M -$171K -4,300 -10%
AI
468
Atria Investments
North Carolina
$1.6M +$427K +10,763 +36%
HVIA
469
Hudson Valley Investment Advisors
New York
$1.6M +$112K +2,815 +8%
WAM
470
Wolverine Asset Management
Illinois
$1.6M -$384K -9,692 -19%
RFC
471
Regions Financial Corp
Alabama
$1.6M +$407K +10,279 +34%
KJHP
472
K.J. Harrison & Partners
Ontario, Canada
$1.59M +$377K +9,500 +31%
FCBT
473
First Citizens Bank & Trust
North Carolina
$1.58M -$42.9K -1,082 -3%
OC
474
Oppenheimer & Co
New York
$1.56M -$194K -4,904 -11%
LD
475
Lipe & Dalton
New York
$1.54M -$23.7K -598 -2%
17 18
19
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