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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 %
MTIM
576
Marathon Trading Investment Management
Pennsylvania
$940K +$97.4K +2,092 +12%
IRF
577
IBM Retirement Fund
New York
$939K -$177K -3,794 -16%
GAG
578
GM Advisory Group
New York
$934K – – –
SM
579
Sciencast Management
New Jersey
$931K +$931K +20,847 New
PI
580
PHH Investments
Texas
$922K +$48.4K +1,039 +6%
AFM
581
Abbot Financial Management
Massachusetts
$899K +$30.3K +650 +3%
Lord, Abbett & Co
582
Lord, Abbett & Co
New Jersey
$895K – – –
ECM
583
ETrade Capital Management
Virginia
$888K +$21.6K +464 +2%
DI
584
Diligent Investors
California
$883K -$149K -3,200 -14%
WSFS
585
Wilmington Savings Fund Society
Delaware
$882K +$12.3K +265 +1%
MWNA
586
Marshall Wace North America
New York
$879K -$3.35M -72,027 -79%
American Century Companies
587
American Century Companies
Missouri
$863K -$39.8K -855 -4%
CIM
588
CIM Investment Management
Pennsylvania
$844K +$450K +9,661 +114%
WC
589
Whitnell & Co
Illinois
$834K – – –
WPC
590
White Pine Capital
Minnesota
$827K – – –
SIP
591
Stoneridge Investment Partners
Pennsylvania
$818K +$818K +17,560 New
RJT
592
Raymond James Trust
Florida
$817K -$21.3K -457 -3%
SF
593
Synovus Financial
Georgia
$809K +$208K +4,456 +35%
BAC
594
Boys Arnold & Co
North Carolina
$804K -$54.8K -1,175 -6%
FDCDDQ
595
Federation des caisses Desjardins du Quebec
Quebec, Canada
$797K +$135K +2,908 +20%
CCIA
596
Campbell & Co Investment Adviser
Maryland
$796K +$796K +17,100 New
SM
597
Salzhauer Michael
$791K – – –
P
598
Pitcairn
Pennsylvania
$768K -$22.7K -487 -3%
FWCM
599
Ferguson Wellman Capital Management
Oregon
$762K -$20.5K -440 -3%
KM
600
Kalos Management
Georgia
$759K +$48.4K +1,040 +7%
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