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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 %
TF
601
TIAA FSB
Florida
$740K -$42.8K -919 -5%
TCOT
602
Trust Company of Toledo
Ohio
$730K – – –
IFWM
603
Institute for Wealth Management
Colorado
$722K -$122K -2,532 -14%
HAG
604
HighPoint Advisor Group
Illinois
$717K +$3.52K +78 +0.5%
WT
605
Washington Trust
Rhode Island
$715K +$50.5K +1,085 +8%
CCM
606
Cullen Capital Management
New York
$708K – – –
ACA
607
Atlas Capital Advisors
Wyoming
$707K -$316K -6,706 -31%
DAM
608
Delta Asset Management
Tennessee
$699K – – –
GWM
609
Geneos Wealth Management
Colorado
$697K +$8.75K +188 +1%
FNFDCM
610
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$694K -$76.8K -1,650 -10%
TCM
611
Teza Capital Management
Illinois
$690K +$436K +9,367 +172%
DADC
612
D.A. Davidson & Co
Montana
$688K -$92.6K -1,987 -12%
AC
613
Abbrea Capital
California
$688K -$59.7K -1,282 -8%
CPO
614
Cerity Partners OCIO
New York
$685K +$685K +14,704 New
SWM
615
SeaCrest Wealth Management
New York
$683K +$2.79K +60 +0.4%
1SB
616
1ST Source Bank
Indiana
$683K +$4.14K +89 +0.6%
OIA
617
Optimum Investment Advisors
Illinois
$677K -$13.9K -298 -2%
OAM
618
Oak Asset Management
California
$676K +$676K +14,524 New
PGIM
619
Pacific Global Investment Management
California
$668K -$6.9K -148 -1%
Baird Financial Group
620
Baird Financial Group
Wisconsin
$668K +$116K +2,495 +21%
GT
621
Greenleaf Trust
Michigan
$667K +$42.1K +903 +7%
IRC
622
Investors Research Corp
Georgia
$665K – – –
DPIM
623
Duff & Phelps Investment Management
Illinois
$663K -$26.5K -570 -4%
SIC
624
Salem Investment Counselors
North Carolina
$661K -$40.5K -870 -6%
MIFH
625
Migdal Insurance & Financial Holdings
Israel
$661K +$292K +6,270 +79%
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