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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 %
BWCS
651
Beirne Wealth Consulting Services
Connecticut
$444K +$444K +11,206 New
TSWM
652
Triangle Securities Wealth Management
North Carolina
$441K +$84.8K +2,140 +24%
NERM
653
New England Research & Management
Illinois
$439K -$1.16M -29,147 -72%
WS
654
Wedbush Securities
California
$439K +$58.2K +1,465 +15%
DAS
655
Dynamic Advisor Solutions
Arizona
$436K -$20.1K -468 -4%
MGIA
656
Moneta Group Investment Advisors
Missouri
$436K +$19.7K +496 +5%
IIM
657
Intact Investment Management
Quebec, Canada
$432K – – –
EGA
658
E&G Advisors
Texas
$432K +$95.1K +2,400 +28%
OIA
659
Optimum Investment Advisors
Illinois
$430K -$147K -3,698 -25%
ED
660
Exane Derivatives
France
$427K -$27.7K -700 -6%
HFS
661
HL Financial Services
Kentucky
$425K -$3.16M -79,622 -88%
KWMG
662
King Wealth Management Group
Florida
$424K -$79.2K -2,000 -16%
WOC
663
West Oak Capital
California
$423K -$5.95K -150 -1%
WIA
664
Wealthstreet Investment Advisors
Texas
$422K – – –
S
665
Seeyond
France
$411K +$411K +10,365 New
AHC
666
Adell Harriman & Carpenter
Texas
$408K -$149K -3,761 -27%
QSS
667
Quantitative Systematic Strategies
Florida
$403K +$403K +10,155 New
MFG
668
Magnus Financial Group
New York
$403K +$403K +10,172 New
TCOV
669
Trust Company of Vermont
Vermont
$401K -$991 -25 -0.2%
SFS
670
Sowell Financial Services
Arkansas
$401K +$38.2K +963 +11%
PAWC
671
P.A.W. Capital
Connecticut
$397K +$397K +10,000 New
CANC
672
Culbertson A N & Co
Virginia
$392K +$92.6K +2,335 +31%
AIM
673
Anchor Investment Management
South Carolina
$391K -$68.5K -1,728 -15%
VIA
674
Vident Investment Advisory
Georgia
$388K +$388K +9,779 New
BCMO
675
Buckingham Capital Management (Ohio)
Ohio
$387K -$109K -2,750 -22%
25 26
27
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