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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 %
CC
551
ClearArc Capital
Ohio
$890K -$470K -11,840 -35%
LWS
552
Lucia Wealth Services
California
$887K +$887K +22,383 New
CAM
553
Cacti Asset Management
Georgia
$872K – – –
DLG
554
Daniel L. Goodwin
$872K – – –
TYCC
555
Texas Yale Capital Corp
Florida
$868K – – –
GAB
556
German American Bancorp
Indiana
$865K -$1.79M -45,092 -67%
CAN
557
Cetera Advisor Networks
California
$860K -$49.4K -1,241 -5%
Marshall Wace
558
Marshall Wace
United Kingdom
$852K -$12.7M -321,170 -94%
CMI
559
Clare Market Investments
Texas
$850K +$850K +21,445 New
IAA
560
Independent Advisor Alliance
North Carolina
$845K -$1.32M -33,234 -61%
FNT
561
First National Trust
Pennsylvania
$832K -$199K -5,027 -19%
TH
562
TCTC Holdings
Texas
$824K – – –
CAG
563
Csenge Advisory Group
Florida
$824K +$249K +6,277 +43%
SF
564
Synovus Financial
Georgia
$823K +$134K +3,365 +19%
PAM
565
Paradigm Asset Management
New York
$817K +$817K +20,600 New
PA
566
Profund Advisors
Maryland
$801K -$332K -8,363 -29%
TC
567
TownSquare Capital
Utah
$796K +$796K +18,756 New
GAG
568
GM Advisory Group
New York
$795K – – –
SACTSONJ
569
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$793K -$159K -4,000 -17%
UIA
570
UBP Investment Advisors
Switzerland
$793K -$31.7K -800 -4%
FMBTD
571
First Midwest Bank Trust Division
Illinois
$790K -$398K -10,038 -34%
PIA
572
Piedmont Investment Advisors
North Carolina
$769K +$224K +5,654 +41%
AFM
573
Abbot Financial Management
Massachusetts
$765K – – –
RE
574
RBC Europe
United Kingdom
$764K -$281K -7,090 -27%
QT
575
Quantamental Technologies
New York
$763K +$763K +19,246 New
21 22
23
24 25