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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 %
FMWA
626
Forvis Mazars Wealth Advisors
Missouri
$538K +$57.3K +1,446 +12%
MMPW
627
Mitchell McLeod Pugh & Williams
Alabama
$537K +$35.7K +900 +7%
WAM
628
Wealthspire Advisors (Maryland)
Maryland
$536K -$5.44K -137 -1%
PWMG
629
Prestige Wealth Management Group
New Jersey
$534K +$534K +13,474 New
MYIA
630
Mount Yale Investment Advisors
Colorado
$533K +$75K +1,863 +16%
MCM
631
MAI Capital Management
Ohio
$529K -$12.7K -321 -2%
RIM
632
Rampart Investment Management
Connecticut
$509K -$2.36M -59,453 -82%
TF
633
TLWM Financial
Texas
$502K +$23.1K +549 +5%
SPIA
634
Steward Partners Investment Advisory
New York
$501K -$6.97K -176 -1%
BDS
635
Banco de Sabadell
Florida
$498K – – –
EC
636
EJF Capital
Virginia
$496K +$496K +12,500 New
BDF
637
Balasa Dinverno & Foltz
$488K +$73.9K +1,865 +18%
BC
638
Banced Corp
Illinois
$487K -$21.7K -547 -4%
Lord, Abbett & Co
639
Lord, Abbett & Co
New Jersey
$485K -$277K -6,982 -36%
NAM
640
NorthCoast Asset Management
Connecticut
$482K -$23.4M -590,923 -98%
AAMU
641
Amundi Asset Management US
Massachusetts
$482K +$83.3K +975,515 +21%
CIP
642
Cornerstone Investment Partners
Georgia
$480K – – –
LC
643
Lourd Capital
California
$479K +$10.1K +256 +2%
Assenagon Asset Management
644
Assenagon Asset Management
Luxembourg
$476K +$476K +12,000 New
OIM
645
Orca Investment Management
Oregon
$467K – – –
BFA
646
Beaumont Financial Advisors
Massachusetts
$457K -$19.2K -485 -4%
OWA
647
Outlook Wealth Advisors
Texas
$454K +$454K +1,146 New
CFGS
648
Concourse Financial Group Securities
Alabama
$452K +$152K +3,845 +51%
TP
649
Truvvo Partners
New York
$450K +$111K +2,804 +33%
CCA
650
Checchi Capital Advisers
California
$449K -$102K -2,578 -19%
24 25
26
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