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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 %
WorldQuant Millennium Advisors
476
WorldQuant Millennium Advisors
New York
$1.51M +$293K +7,404 +24%
CI
477
Cigna Investments
Connecticut
$1.49M -$9.4K -237 -0.6%
CNBT
478
Canandaigua National Bank & Trust
New York
$1.49M +$11.8K +298 +0.8%
FTIOP
479
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.48M -$196K -4,939 -12%
ECM
480
ETrade Capital Management
Virginia
$1.47M +$711K +17,922 +94%
DAM
481
Deltec Asset Management
New York
$1.47M +$1.47M +37,000 New
Acadian Asset Management
482
Acadian Asset Management
Massachusetts
$1.47M -$781K -19,697 -35%
HWA
483
HCR Wealth Advisors
California
$1.46M -$53.8K -1,356 -4%
DM
484
Delphi Management
Massachusetts
$1.45M +$1.45M +36,475 New
AIM
485
Axiom Investment Management
New York
$1.45M +$1.45M +36,481 New
TCM
486
Twin Capital Management
Pennsylvania
$1.44M – – –
TAM
487
Tyers Asset Management
Texas
$1.44M -$254K -6,402 -15%
FA
488
FDx Advisors
Illinois
$1.43M -$356K -8,973 -20%
CK
489
Cohen Klingenstein
New York
$1.43M – – –
LFAS
490
Level Four Advisory Services
Texas
$1.42M -$93.8K -2,366 -6%
TW
491
Transform Wealth
Colorado
$1.42M +$74.1K +1,868 +6%
Wolverine Trading
492
Wolverine Trading
Illinois
$1.41M -$4.22M -107,300 -75%
AP
493
Advisor Partners
California
$1.4M +$91.6K +2,310 +7%
TRCT
494
Tower Research Capital (TRC)
New York
$1.38M +$1.29M +32,515 +1,452%
BNP Paribas Asset Management
495
BNP Paribas Asset Management
France
$1.37M -$1.41M -35,735 -51%
AFG
496
Albion Financial Group
Utah
$1.36M +$70.7K +1,782 +5%
Janney Montgomery Scott
497
Janney Montgomery Scott
Pennsylvania
$1.35M -$238K -5,992 -15%
FB
498
Fulton Bank
Pennsylvania
$1.35M +$12.5K +314 +0.9%
CB
499
Commerce Bank
Missouri
$1.35M +$36.4K +917 +3%
AAS
500
Annex Advisory Services
Wisconsin
$1.35M +$73.6K +1,856 +6%
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