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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 %
LOAME
626
Lombard Odier Asset Management (Europe)
United Kingdom
$656K – – –
CAM
627
Carret Asset Management
New York
$655K -$4.66K -100 -0.7%
AHC
628
Adell Harriman & Carpenter
Texas
$655K +$7.5K +161 +1%
PTC
629
Private Trust Company
Ohio
$652K +$146K +3,137 +29%
DSC
630
Duncker Streett & Co
Missouri
$648K +$186 +4 +0%
WIS
631
Wright Investors Service
Connecticut
$647K +$5.73K +123 +0.9%
CCA
632
Checchi Capital Advisers
California
$647K +$92.1K +1,978 +17%
VF
633
Virtu Financial
New York
$647K +$243K +5,219 +60%
PIA
634
Piedmont Investment Advisors
North Carolina
$640K -$1.95M -41,788 -75%
IA
635
IFP Advisors
Florida
$639K -$116K -2,481 -15%
RIM
636
Rampart Investment Management
Connecticut
$638K +$117K +13,223 +22%
MCM
637
MAI Capital Management
Ohio
$636K -$38.5K -827 -6%
CAG
638
Csenge Advisory Group
Florida
$636K +$636K +14,512 New
WAM
639
Wealthspire Advisors (Maryland)
Maryland
$635K +$18.7K +401 +3%
FIM
640
Freedom Investment Management
Connecticut
$632K +$632K +12,966 New
BRWA
641
B. Riley Wealth Advisors
Florida
$623K +$35.7K +765 +6%
ST
642
Sentinel Trust
Texas
$606K +$606K +13,030 New
LMIM
643
Lockheed Martin Investment Management
Maryland
$605K +$605K +13,000 New
SI
644
Stephens Inc
Arkansas
$601K +$13.3K +285 +2%
SPIA
645
Steward Partners Investment Advisory
New York
$597K -$168K -3,611 -22%
BC
646
Banced Corp
Illinois
$597K +$17.8K +383 +3%
TMAM
647
Tokio Marine Asset Management
Japan
$595K -$191K -4,091 -24%
BDS
648
Banco de Sabadell
Florida
$594K -$147K -3,117 -20%
KWMG
649
King Wealth Management Group
Florida
$592K -$8.95K -192 -1%
MMPW
650
Mitchell McLeod Pugh & Williams
Alabama
$588K – – –
24 25
26
27 28