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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 %
EHWM
701
Eads & Heald Wealth Management
Georgia
$391K +$6.52K +140 +2%
CG
702
Caprock Group
Idaho
$382K +$382K +8,204 New
PCM
703
Perritt Capital Management
Illinois
$381K +$4.66K +100 +1%
FPA
704
First Pacific Advisors
California
$380K -$152K -3,250 -29%
AssetMark Inc
705
AssetMark Inc
California
$379K +$22.4K +482 +6%
BB
706
Bell Bank
North Dakota
$375K – – –
FIB
707
First Interstate Bank
Montana
$374K -$5.49K -118 -1%
AMM
708
American Money Management
California
$370K -$2.21M -47,379 -86%
SAM
709
Silvercrest Asset Management
New York
$367K -$15.8K -338 -4%
RWP
710
RWA Wealth Partners
Massachusetts
$355K – – –
CB
711
Community Bank
New York
$355K – – –
SPC
712
Sigma Planning Corp
Michigan
$354K +$4K +86 +1%
S
713
SignatureFD
Georgia
$353K +$14.2K +306 +4%
CANC
714
Culbertson A N & Co
Virginia
$352K +$352K +7,550 New
CFGS
715
Concourse Financial Group Securities
Alabama
$352K +$352K +7,569 New
WG
716
Winton Group
United Kingdom
$347K +$65.9K +1,418 +23%
AIM
717
Allen Investment Management
New York
$344K – – –
CIA
718
Capital Investment Advisors
Georgia
$343K -$4.38K -94 -1%
WIC
719
Woodmont Investment Counsel
Tennessee
$337K +$337K +7,234 New
AFP
720
Ausdal Financial Partners
Iowa
$336K -$30.4K -652 -8%
BCM
721
Brown Capital Management
Maryland
$334K -$2.93K -63 -0.9%
LWM
722
Lyell Wealth Management
California
$331K -$6.99K -150 -2%
SSG
723
Summit Securities Group
New York
$331K +$331K +7,100 New
NIMI
724
Natixis Investment Managers International
France
$329K -$611K -13,116 -65%
TAM
725
Tocqueville Asset Management
New York
$323K -$476K -10,230 -60%
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