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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 %
JIR
476
James Investment Research
Ohio
$1.98M +$237K +5,100 +14%
FTIOP
477
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.97M -$229K -4,924 -10%
RAM
478
Roanoke Asset Management
New Jersey
$1.96M – – –
APFBOT
479
Amica Pension Fund Board of Trustees
Rhode Island
$1.95M – – –
PAM
480
Panagora Asset Management
Massachusetts
$1.94M -$23.1K -497 -1%
HNB
481
Huntington National Bank
Ohio
$1.91M -$434K -9,313 -18%
FCBT
482
First Citizens Bank & Trust
North Carolina
$1.91M -$24.1K -518 -1%
HAI
483
Hennessy Advisors Inc
California
$1.91M -$186K -4,000 -9%
NERM
484
New England Research & Management
Illinois
$1.87M +$277K +5,950 +17%
BOTW
485
Bank of the West
California
$1.87M +$823K +17,673 +78%
Janney Montgomery Scott
486
Janney Montgomery Scott
Pennsylvania
$1.87M +$395K +8,473 +27%
TI
487
Trexquant Investment
Connecticut
$1.84M +$1.84M +39,513 New
LD
488
Lipe & Dalton
New York
$1.84M -$20.9K -449 -1%
GT
489
Glenmede Trust
Pennsylvania
$1.83M +$1.05M +22,591 +135%
TG
490
TLP Group
Illinois
$1.79M +$14.4K +309 +0.8%
LFAS
491
Level Four Advisory Services
Texas
$1.78M +$156K +3,358 +10%
CG
492
Cutler Group
California
$1.77M -$27.3K -587 -2%
CK
493
Cohen Klingenstein
New York
$1.75M – – –
HVIA
494
Hudson Valley Investment Advisors
New York
$1.75M +$22.5K +483 +1%
CNBT
495
Canandaigua National Bank & Trust
New York
$1.73M +$148K +3,178 +9%
CI
496
Cigna Investments
Connecticut
$1.73M -$195K -4,269 -10%
EP
497
Edgestream Partners
New Jersey
$1.72M -$577K -12,394 -25%
HWA
498
HCR Wealth Advisors
California
$1.71M +$210K +4,703 +14%
TCM
499
Twin Capital Management
Pennsylvania
$1.69M -$41K -880 -2%
CWM
500
Calamos Wealth Management
Illinois
$1.69M +$15.3K +328 +0.9%
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