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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 %
WT
676
Whittier Trust
California
$387K – – –
PA
677
Parallel Advisors
California
$386K -$21.4K -540 -5%
AC
678
Abbrea Capital
California
$384K -$202K -5,088 -34%
SC
679
Savant Capital
Illinois
$383K -$11.2K -283 -3%
BFEC
680
Benjamin F. Edwards & Company
Missouri
$383K -$4.92K -124 -1%
OAM
681
Oak Asset Management
California
$380K -$196K -4,940 -34%
AF
682
Advisornet Financial
Minnesota
$378K +$282K +7,102 +293%
CI
683
Capital International
California
$371K – – –
SW
684
SVB Wealth
Massachusetts
$364K -$38K -957 -9%
WTFG
685
Wells Trecaso Financial Group
Ohio
$363K -$90.6K -2,283 -20%
MAFM
686
Mid Atlantic Financial Management
Pennsylvania
$361K +$361K +9,113 New
BP
687
Ballentine Partners
Massachusetts
$359K +$123K +3,098 +52%
LB
688
Legacy Bridge
Iowa
$355K +$355K +8,964 New
FVCM
689
F&V Capital Management
Florida
$354K +$354K +8,939 New
RIG
690
Renaissance Investment Group
Massachusetts
$353K – – –
RTC
691
Riverview Trust Company
Washington
$350K +$350K +8,839 New
DSC
692
Duncker Streett & Co
Missouri
$346K -$206K -5,196 -37%
AWM
693
Altium Wealth Management
New York
$346K -$17.6K -443 -5%
FPCP
694
Fort Point Capital Partners
California
$346K – – –
BB
695
Bell Bank
North Dakota
$346K +$26.9K +678 +8%
SS
696
Simplicity Solutions
Minnesota
$346K +$110K +2,788 +47%
HHGA
697
Halbert Hargrove Global Advisors
California
$342K +$555 +14 +0.2%
SPC
698
Sigma Planning Corp
Michigan
$342K +$40.5K +1,023 +13%
CG
699
Caprock Group
Idaho
$339K +$14K +353 +4%
JG
700
Jefferies Group
New York
$337K -$727K -18,348 -68%
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