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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 %
PWP
701
Principle Wealth Partners
Connecticut
$336K +$336K +8,968 New
ISL
702
Ingalls & Snyder LLC
New York
$332K +$332K +8,384 New
CHAM
703
Clear Harbor Asset Management
Connecticut
$327K +$327K +8,237 New
FIB
704
First Interstate Bank
Montana
$321K +$1.98K +50 +0.6%
P
705
Pitcairn
Pennsylvania
$320K -$332K -8,387 -51%
CIA
706
Capital Investment Advisors
Georgia
$319K +$27.6K +696 +9%
I2I
707
Insight 2811 Inc
Illinois
$316K +$316K +7,978 New
S
708
SignatureFD
Georgia
$311K +$10.7K +271 +4%
VNA
709
Valley National Advisers
Pennsylvania
$310K -$38.5K -971 -11%
BRWA
710
B. Riley Wealth Advisors
Florida
$306K -$226K -5,678 -43%
SI
711
Stephens Inc
Arkansas
$306K -$206K -5,198 -40%
PCM
712
Perritt Capital Management
Illinois
$306K -$17.8K -450 -6%
EFS
713
Essex Financial Services
Connecticut
$305K -$134K -3,368 -30%
AMM
714
American Money Management
California
$304K -$10.6K -268 -3%
GLA
715
Good Life Advisors
Pennsylvania
$304K +$304K +7,679 New
BTNA
716
Bremer Trust National Association
Minnesota
$302K -$62.7K -1,580 -17%
CB
717
Community Bank
New York
$302K – – –
LDB
718
Lee, Danner & Bass
Tennessee
$300K -$43.5K -1,095 -13%
NNP
719
Nachman Norwood & Parrott
South Carolina
$297K +$297K +7,488 New
AssetMark Inc
720
AssetMark Inc
California
$296K -$26.2K -661 -8%
PTC
721
Petrus Trust Company
Texas
$295K +$98.7K +2,492 +50%
AIM
722
Allen Investment Management
New York
$293K – – –
KPCM
723
Kings Point Capital Management
New York
$292K -$2.53M -63,689 -90%
RWP
724
RWA Wealth Partners
Massachusetts
$289K -$13.6K -343 -4%
Kovitz Investment Group Partners
725
Kovitz Investment Group Partners
Illinois
$288K +$288K +7,256 New
27 28
29
30 31