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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 %
SAM
551
Silphium Asset Management
United Kingdom
$1.16M +$1.16M +25,000 New
ECM
552
Everence Capital Management
Indiana
$1.16M – – –
ACP
553
Arcus Capital Partners
Georgia
$1.15M – – –
HT
554
HAP Trading
New York
$1.14M +$171K +3,672 +18%
ANRIA
555
American National Registered Investment Advisor
Texas
$1.12M -$279K -6,000 -20%
SACTSONJ
556
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.12M -$322K -6,903 -22%
AW
557
ACG Wealth
Georgia
$1.11M -$152K -3,256 -12%
CAN
558
Cetera Advisor Networks
California
$1.07M +$169K +3,620 +19%
BWM
559
Buckley Wealth Management
Nevada
$1.07M +$10.1K +216 +1%
RSS
560
Rosenblum Silverman Sutton
California
$1.06M +$5.08K +109 +0.5%
CPIM
561
Columbia Partners Investment Management
Virginia
$1.06M – – –
CAM
562
Cacti Asset Management
Georgia
$1.05M – – –
CMTU
563
Capital Markets Trading (UK)
United Kingdom
$1.04M -$545K -11,704 -34%
DLG
564
Daniel L. Goodwin
$1.03M – – –
TYCC
565
Texas Yale Capital Corp
Florida
$1.02M – – –
Mackenzie Financial
566
Mackenzie Financial
Ontario, Canada
$1.02M +$712K +15,295 +234%
KWA
567
KCS Wealth Advisory
California
$1.01M +$224K +4,816 +29%
GCP
568
GSA Capital Partners
United Kingdom
$1M -$556K -11,935 -36%
BC
569
Brinker Capital
Pennsylvania
$980K +$980K +21,044 New
UIA
570
UBP Investment Advisors
Switzerland
$969K +$969K +20,800 New
TH
571
TCTC Holdings
Texas
$967K – – –
RCP
572
Rothschild Capital Partners
New York
$967K – – –
UCFA
573
United Capital Financial Advisors
Texas
$966K +$4.66K +100 +0.5%
CS
574
Comerica Securities
Michigan
$965K +$696K +14,959 +259%
LP
575
LMR Partners
United Kingdom
$952K -$189K -4,062 -17%
21 22
23
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