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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 %
AG
501
AlphaSimPlex Group
Massachusetts
$1.67M +$196K +4,208 +13%
ZCA
502
Zeke Capital Advisors
Pennsylvania
$1.65M +$302K +6,494 +22%
BCM
503
Bayesian Capital Management
New York
$1.65M +$1.12M +24,000 +211%
WIA
504
Westbourne Investment Advisors
Maryland
$1.64M +$362K +7,770 +28%
AAM
505
Advisors Asset Management
Colorado
$1.64M +$362K +7,764 +28%
PAG
506
Private Advisor Group
New Jersey
$1.6M +$336K +7,216 +27%
CC
507
ClearArc Capital
Ohio
$1.6M -$29.1K -625 -2%
TW
508
Transform Wealth
Colorado
$1.58M +$106K +2,286 +7%
FB
509
Fulton Bank
Pennsylvania
$1.57M +$126K +2,697 +9%
EDRH
510
Edmond de Rothschild Holding
Switzerland
$1.56M -$624K -13,400 -29%
CB
511
Commerce Bank
Missouri
$1.54M +$78.7K +1,691 +5%
CM
512
Caption Management
Oklahoma
$1.54M +$1.54M +33,000 New
AP
513
Advisor Partners
California
$1.53M -$15.9K -342 -1%
CTC
514
Central Trust Company
Missouri
$1.53M +$163K +3,507 +12%
AFG
515
Albion Financial Group
Utah
$1.52M -$168K -3,600 -10%
AAS
516
Annex Advisory Services
Wisconsin
$1.5M +$175K +3,753 +13%
SC
517
Scotia Capital
Ontario, Canada
$1.49M -$26.4K -566 -2%
Capstone Investment Advisors
518
Capstone Investment Advisors
New York
$1.49M +$396K +8,493 +36%
AB
519
AT Bancorp
Iowa
$1.46M +$40.3K +866 +3%
GHCM
520
Glen Harbor Capital Management
California
$1.45M -$1.45M -31,168 -50%
GIA
521
Gargoyle Investment Advisor
New Jersey
$1.44M – – –
MMA
522
Miracle Mile Advisors
California
$1.44M – – –
WorldQuant Millennium Advisors
523
WorldQuant Millennium Advisors
New York
$1.43M +$48K +1,031 +3%
KJHP
524
K.J. Harrison & Partners
Ontario, Canada
$1.42M -$1.44M -31,000 -50%
CWM
525
Catamount Wealth Management
Connecticut
$1.41M -$27.9K -600 -2%
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