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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 %
RJT
601
Raymond James Trust
Florida
$623K -$71.8K -1,813 -10%
TCOT
602
Trust Company of Toledo
Ohio
$622K – – –
BAC
603
Boys Arnold & Co
North Carolina
$616K -$62.7K -1,593 -9%
FDCDDQ
604
Federation des caisses Desjardins du Quebec
Quebec, Canada
$615K -$63K -1,589 -9%
FCA
605
FinTrust Capital Advisors
South Carolina
$614K +$614K +15,472 New
QCM
606
Quantinno Capital Management
New York
$612K +$612K +15,432 New
CCM
607
Cullen Capital Management
New York
$603K – – –
BC
608
Brinker Capital
Pennsylvania
$602K -$232K -5,863 -28%
WCA
609
Westover Capital Advisors
Delaware
$596K -$1.96M -49,523 -77%
FI
610
Fosun International
China
$596K +$596K +15,041 New
DAM
611
Delta Asset Management
Tennessee
$595K – – –
WT
612
Washington Trust
Rhode Island
$592K -$16.8K -423 -3%
FNFDCM
613
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$591K – – –
GWM
614
Geneos Wealth Management
Colorado
$589K – – –
IRC
615
Investors Research Corp
Georgia
$566K – – –
DPIM
616
Duff & Phelps Investment Management
Illinois
$565K – – –
1SB
617
1ST Source Bank
Indiana
$564K -$17.8K -448 -3%
PGIM
618
Pacific Global Investment Management
California
$563K -$5.67K -143 -1%
SIC
619
Salem Investment Counselors
North Carolina
$563K +$594 +15 +0.1%
LMIM
620
Lockheed Martin Investment Management
Maryland
$563K +$47.6K +1,200 +9%
WIS
621
Wright Investors Service
Connecticut
$562K +$11.5K +290 +2%
LOAME
622
Lombard Odier Asset Management (Europe)
United Kingdom
$559K – – –
SWM
623
SeaCrest Wealth Management
New York
$552K -$29.3K -739 -5%
VI
624
Versor Investments
New York
$551K +$551K +13,900 New
ANTB
625
AMG National Trust Bank
Colorado
$547K +$547K +13,798 New
23 24
25
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