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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 %
TA
651
Tiedemann Advisors
New York
$586K -$75.3K -1,617 -11%
BCMO
652
Buckingham Capital Management (Ohio)
Ohio
$582K -$3.02K -65 -0.5%
FMWA
653
Forvis Mazars Wealth Advisors
Missouri
$565K -$3.45K -74 -0.6%
CIP
654
Cornerstone Investment Partners
Georgia
$564K – – –
LWAC
655
Laurel Wealth Advisors (California)
California
$560K +$34.9K +750 +7%
BFA
656
Beaumont Financial Advisors
Massachusetts
$559K – – –
NIM
657
NuWave Investment Management
New Jersey
$558K +$343K +7,372 +160%
LC
658
Lourd Capital
California
$551K – – –
OIM
659
Orca Investment Management
Oregon
$549K -$32.5K -698 -6%
ED
660
Exane Derivatives
France
$541K +$454K +9,625 +518%
AIM
661
Anchor Investment Management
South Carolina
$539K -$10.5K -225 -2%
WTFG
662
Wells Trecaso Financial Group
Ohio
$532K -$93 -2 -0%
MYIA
663
Mount Yale Investment Advisors
Colorado
$531K +$456K +9,782 +611%
TF
664
TLWM Financial
Texas
$530K +$9.31K +200 +2%
EFS
665
Essex Financial Services
Connecticut
$515K -$87.4K -1,876 -15%
IIM
666
Intact Investment Management
Quebec, Canada
$508K – – –
NA
667
NewEdge Advisors
Louisiana
$507K +$55.2K +1,184 +12%
CAM
668
CenterStar Asset Management
Illinois
$506K -$21K – –
WOC
669
West Oak Capital
California
$503K -$76.8K -1,650 -13%
SC
670
SRB Corp
Massachusetts
$503K +$42.5K +914 +9%
AWM
671
AE Wealth Management
Kansas
$499K +$251K +5,375 +101%
DAS
672
Dynamic Advisor Solutions
Arizona
$494K +$494K +10,616 New
MGIA
673
Moneta Group Investment Advisors
Missouri
$489K -$2.33K -50 -0.5%
NRS
674
Neville Rodie & Shaw
New York
$489K +$489K +10,500 New
BDF
675
Balasa Dinverno & Foltz
$486K -$10.2K -220 -2%
25 26
27
28 29