MS icon

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 %
BS
576
Bessemer Securities
New York
$763K +$763K +19,250 New
MCM
577
Mork Capital Management
California
$757K +$757K +19,100 New
WSFS
578
Wilmington Savings Fund Society
Delaware
$756K +$5.27K +133 +0.7%
TF
579
TIAA FSB
Florida
$753K +$123K +3,110 +20%
SFG
580
SevenBridge Financial Group
Pennsylvania
$742K +$613K +15,451 +474%
American Century Companies
581
American Century Companies
Missouri
$735K – – –
IRF
582
IBM Retirement Fund
New York
$733K -$66.4K -1,675 -8%
PI
583
PHH Investments
Texas
$724K -$60.7K -1,531 -8%
WC
584
Whitnell & Co
Illinois
$710K – – –
SWP
585
Strategic Wealth Partners
Ohio
$705K +$705K +16,600 New
SAM
586
Symphony Asset Management
California
$702K +$702K +17,701 New
SIP
587
Stoneridge Investment Partners
Pennsylvania
$697K +$555 +14 +0.1%
WPC
588
White Pine Capital
Minnesota
$690K -$13.9K -350 -2%
CIM
589
CIM Investment Management
Pennsylvania
$688K -$30.3K -764 -4%
DI
590
Diligent Investors
California
$682K -$69K -1,741 -9%
GT
591
Greenleaf Trust
Michigan
$682K +$114K +2,886 +20%
HAG
592
HighPoint Advisor Group
Illinois
$681K +$12.1K +287 +2%
CCP
593
Clough Capital Partners
Massachusetts
$671K -$8.37M -211,167 -93%
KM
594
Kalos Management
Georgia
$666K +$19.2K +485 +3%
SM
595
Salzhauer Michael
$665K -$7.93K -200 -1%
FPA
596
First Pacific Advisors
California
$656K +$333K +8,400 +103%
AWM
597
Alterna Wealth Management
Texas
$648K +$648K +14,531 New
CFB
598
Cullen/Frost Bankers
Texas
$646K -$6.56M -165,596 -91%
NCMW
599
Northern Capital Management (Wisconsin)
Wisconsin
$641K +$641K +16,175 New
CAM
600
Carret Asset Management
New York
$639K +$81.7K +2,062 +15%
22 23
24
25 26