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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 %
AP
526
Appleton Partners
Massachusetts
$1.05M -$99.6K -2,510 -9%
BO
527
Bach Option
Hong Kong
$1.05M +$665K +16,777 +171%
GHCM
528
Glen Harbor Capital Management
California
$1.05M -$185K -4,656 -15%
BHB
529
Bank Hapoalim BM
Israel
$1.05M +$1.05M +26,360 New
JIR
530
James Investment Research
Ohio
$1.04M -$645K -16,260 -38%
CI
531
Conning Inc
Connecticut
$1.03M -$136K -3,430 -12%
RIL
532
Rothschild Investment LLC
Illinois
$1.03M -$17.5K -441 -2%
ZCA
533
Zeke Capital Advisors
Pennsylvania
$1.03M -$379K -9,553 -27%
KRSITF
534
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.03M +$32.1K +811 +3%
UCFA
535
United Capital Financial Advisors
Texas
$1.02M +$199K +5,021 +24%
Jacobs Levy Equity Management
536
Jacobs Levy Equity Management
New Jersey
$1.01M -$15.5K -390 -2%
TA
537
Tiedemann Advisors
New York
$1.01M +$508K +12,809 +102%
CIM
538
CenturyLink Investment Management
Colorado
$1M – – –
KWA
539
KCS Wealth Advisory
California
$988K +$130K +3,288 +15%
ECM
540
Everence Capital Management
Indiana
$986K – – –
LNWWM
541
Laird Norton Wetherby Wealth Management
California
$974K -$113K -2,842 -10%
CIBC Private Wealth Group
542
CIBC Private Wealth Group
Georgia
$970K -$175K -4,415 -15%
DADC
543
D.A. Davidson & Co
Montana
$970K +$385K +9,703 +66%
BF
544
BOK Financial
Oklahoma
$965K -$1.34M -33,774 -58%
ANRIA
545
American National Registered Investment Advisor
Texas
$943K -$12.5K -315 -1%
WCA
546
Windsor Creek Advisors
Vermont
$935K +$935K +23,578 New
ACPU
547
Arrowgrass Capital Partners (US)
Delaware
$931K +$931K +23,481 New
AW
548
ACG Wealth
Georgia
$909K -$38.4K -966 -4%
BWM
549
Buckley Wealth Management
Nevada
$909K +$1.98K +50 +0.2%
ACP
550
Arcus Capital Partners
Georgia
$896K -$79.3K -2,000 -8%
20 21
22
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