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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 %
CTC
501
Central Trust Company
Missouri
$1.32M +$19.7K +496 +2%
CWM
502
Calamos Wealth Management
Illinois
$1.31M -$129K -3,252 -9%
CSS
503
Cubist Systematic Strategies
Connecticut
$1.26M -$2.45M -61,689 -66%
DCM
504
Donaldson Capital Management
Indiana
$1.26M -$541K -13,648 -30%
TSS
505
Two Sigma Securities
New York
$1.25M -$3.89M -98,131 -76%
HF
506
HRT Financial
New York
$1.23M +$1.05M +26,579 +590%
GIA
507
Gargoyle Investment Advisor
New Jersey
$1.23M – – –
GFA
508
Gifford Fong Associates
California
$1.19M – – –
HNB
509
Huntington National Bank
Ohio
$1.17M -$458K -11,555 -28%
CWM
510
Catamount Wealth Management
Connecticut
$1.15M -$125K -2,950 -10%
Northwestern Mutual Wealth Management
511
Northwestern Mutual Wealth Management
Wisconsin
$1.15M -$6.62K -167 -0.6%
XWM
512
Xcel Wealth Management
Florida
$1.14M +$1.14M +28,876 New
PAM
513
Palisade Asset Management
Minnesota
$1.13M – – –
KFC
514
Klingenstein Fields & Co
New York
$1.13M – – –
CICI
515
Capital Investment Counsel Inc
North Carolina
$1.13M +$31.7K +801 +3%
AB
516
AT Bancorp
Iowa
$1.12M -$123K -3,091 -10%
QI
517
QS Investors
New York
$1.12M – – –
EDRH
518
Edmond de Rothschild Holding
Switzerland
$1.11M -$214K -5,394 -16%
SSA
519
Schonfeld Strategic Advisors
New York
$1.11M +$1.11M +27,999 New
CC
520
Courier Capital
New York
$1.11M -$18.6K -468 -2%
ACM
521
AlphaCrest Capital Management
New York
$1.1M +$1.1M +27,791 New
DDC
522
DF Dent & Co
Maryland
$1.1M -$4.36K -110 -0.4%
HAI
523
Hennessy Advisors Inc
California
$1.09M -$535K -13,500 -33%
NO
524
Ninety One
South Africa
$1.08M -$2.4M -60,596 -69%
SC
525
Scotia Capital
Ontario, Canada
$1.06M -$214K -5,411 -17%
19 20
21
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