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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 %
PA
676
Parallel Advisors
California
$479K +$207K +4,438 +76%
SW
677
SVB Wealth
Massachusetts
$472K -$26.1K -561 -5%
TCOV
678
Trust Company of Vermont
Vermont
$472K +$41.2K +885 +10%
AAMU
679
AEGON Asset Management (UK)
United Kingdom
$468K +$468K +10,051 New
IP
680
Intellectus Partners
California
$466K – – –
SC
681
Savant Capital
Illinois
$463K +$4.05K +87 +0.9%
WIA
682
Wealthstreet Investment Advisors
Texas
$461K – – –
BO
683
Bach Option
Hong Kong
$457K +$152K +3,266 +50%
WT
684
Whittier Trust
California
$455K – – –
BFEC
685
Benjamin F. Edwards & Company
Missouri
$455K +$47 +1 +0%
WS
686
Wedbush Securities
California
$447K +$14.5K +312 +3%
BOH
687
Bank of Hawaii
Hawaii
$439K -$38.6K -829 -8%
CI
688
Capital International
California
$436K – – –
BTNA
689
Bremer Trust National Association
Minnesota
$428K -$76.5K -1,643 -15%
AWM
690
Altium Wealth Management
New York
$427K -$21.8K -468 -5%
SFS
691
Sowell Financial Services
Arkansas
$426K +$47 +1 +0%
TSWM
692
Triangle Securities Wealth Management
North Carolina
$419K -$20.5K -440 -5%
RIG
693
Renaissance Investment Group
Massachusetts
$414K -$2.79K -60 -0.7%
VNA
694
Valley National Advisers
Pennsylvania
$409K -$12.2K -263 -3%
LCM
695
Leisure Capital Management
California
$408K -$67.2K -1,444 -14%
FPCP
696
Fort Point Capital Partners
California
$406K – – –
LDB
697
Lee, Danner & Bass
Tennessee
$403K – – –
HHGA
698
Halbert Hargrove Global Advisors
California
$401K -$5.17K -111 -1%
TP
699
Truvvo Partners
New York
$398K +$184K +3,950 +86%
EGA
700
E&G Advisors
Texas
$396K – – –
26 27
28
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