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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 %
GFA
526
Gifford Fong Associates
California
$1.4M – – –
RFC
527
Regions Financial Corp
Alabama
$1.4M +$169K +3,617 +14%
FMBTD
528
First Midwest Bank Trust Division
Illinois
$1.4M -$358K -7,676 -20%
AI
529
Atria Investments
North Carolina
$1.38M +$169K +3,624 +14%
CI
530
Conning Inc
Connecticut
$1.37M -$140K -3,014 -9%
Northwestern Mutual Wealth Management
531
Northwestern Mutual Wealth Management
Wisconsin
$1.37M -$48.1K -1,026 -3%
AP
532
Appleton Partners
Massachusetts
$1.35M +$56.8K +1,220 +4%
CIBC Private Wealth Group
533
CIBC Private Wealth Group
Georgia
$1.35M +$350K +7,507 +35%
PA
534
Profund Advisors
Maryland
$1.33M -$7.41K -159 -0.6%
PAM
535
Palisade Asset Management
Minnesota
$1.33M -$5.12K -110 -0.4%
CC
536
Courier Capital
New York
$1.32M -$6.99K -150 -0.5%
KFC
537
Klingenstein Fields & Co
New York
$1.32M – – –
QI
538
QS Investors
New York
$1.32M +$89.8K +1,928 +7%
DDC
539
DF Dent & Co
Maryland
$1.3M -$1.94M -41,667 -60%
CICI
540
Capital Investment Counsel Inc
North Carolina
$1.29M -$8.11K -174 -0.6%
LNWWM
541
Laird Norton Wetherby Wealth Management
California
$1.28M +$49.2K +1,057 +4%
NMC
542
Nine Masts Capital
Hong Kong
$1.27M -$626K -13,440 -33%
JG
543
Jefferies Group
New York
$1.25M -$18.6M -398,712 -94%
DTL
544
Dynamic Technology Lab
Singapore
$1.24M -$748K -16,074 -38%
RIL
545
Rothschild Investment LLC
Illinois
$1.23M -$144K -3,100 -10%
RE
546
RBC Europe
United Kingdom
$1.23M -$879K -18,885 -42%
FNT
547
First National Trust
Pennsylvania
$1.21M +$12.4K +266 +1%
Jacobs Levy Equity Management
548
Jacobs Levy Equity Management
New Jersey
$1.21M -$53.1K -1,140 -4%
CIM
549
CenturyLink Investment Management
Colorado
$1.18M -$141K -3,023 -11%
KRSITF
550
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.17M -$29K -623 -2%
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