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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 %
WIC
726
Woodmont Investment Counsel
Tennessee
$287K – – –
BCM
727
Brown Capital Management
Maryland
$287K +$2.46K +62 +0.9%
DWT
728
Dorsey & Whitney Trust
South Dakota
$287K +$18.9K +476 +7%
NRS
729
Neville Rodie & Shaw
New York
$286K -$131K -3,300 -31%
BAS
730
Brown Advisory Securities
Maryland
$286K +$50.8K +1,262 +22%
PNC
731
Park National Corp
Ohio
$285K +$44.7K +1,127 +19%
Loomis, Sayles & Company
732
Loomis, Sayles & Company
Massachusetts
$285K +$285K +7,208 New
IA
733
IFP Advisors
Florida
$284K -$255K -6,497 -47%
LWM
734
Lyell Wealth Management
California
$282K – – –
SAM
735
Silvercrest Asset Management
New York
$281K -$30.7K -775 -10%
EM
736
Excalibur Management
Massachusetts
$281K +$54.3K +1,369 +24%
AWM
737
AE Wealth Management
Kansas
$279K -$145K -3,668 -34%
CPC
738
Congress Park Capital
New York
$278K +$19.9K +500 +8%
KA
739
KLCM Advisors
Wisconsin
$278K +$278K +7,001 New
MC
740
Miles Capital
Iowa
$277K +$9.53K +240 +4%
ARMT
741
Amica Retiree Medical Trust
Rhode Island
$275K – – –
PLFAM
742
Pineno Levin & Ford Asset Management
Virginia
$274K – – –
KA
743
Kovack Advisors
Florida
$274K +$6.81K +172 +3%
SWA
744
Stratos Wealth Advisors
Ohio
$274K +$274K +6,914 New
EWM
745
Evermay Wealth Management
Virginia
$265K +$60K +1,516 +29%
PCM
746
Poehling Capital Management
Wisconsin
$264K – – –
SCM
747
SOL Capital Management
Maryland
$262K – – –
MHS
748
M Holdings Securities
Oregon
$262K +$30.8K +778 +13%
PAS
749
Partnervest Advisory Services
California
$260K -$3.57K -90 -1%
CBOR
750
Community Bank of Raymore
Missouri
$260K – – –
28 29
30
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