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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 %
PNC
751
Park National Corp
Ohio
$282K -$47K -1,010 -14%
CBT
752
Central Bank & Trust
Kentucky
$280K -$2.48M -53,134 -90%
FMLI
753
Fukoku Mutual Life Insurance
Japan
$279K -$27.9K -600 -9%
ICA
754
Infrastructure Capital Advisors
New York
$279K -$9.3K -200 -3%
CCFCSB
755
Cape Cod Five Cents Savings Bank
Massachusetts
$279K – – –
PCG
756
Private Capital Group
Connecticut
$279K +$3.07K +66 +1%
NJBEST
757
New Jersey Better Educational Savings Trust
New Jersey
$279K +$279K +6,000 New
BP
758
Ballentine Partners
Massachusetts
$278K -$11.8K -253 -4%
AEPG
759
American Economic Planning Group
New Jersey
$278K -$47 -1 -0%
SS
760
Simplicity Solutions
Minnesota
$277K +$55.8K +1,201 +25%
CIM
761
Confluence Investment Management
Missouri
$276K +$276K +5,935 New
WBG
762
Wharton Business Group
Pennsylvania
$274K – – –
BAS
763
Brown Advisory Securities
Maryland
$273K -$28.7K -614 -10%
MHS
764
M Holdings Securities
Oregon
$272K +$1.86K +40 +0.7%
EM
765
Excalibur Management
Massachusetts
$266K – – –
PBO
766
Peoples Bank (Ohio)
Ohio
$265K -$4.65K -100 -2%
KWM
767
Kingsview Wealth Management
Oregon
$264K +$59.8K +1,283 +29%
LC
768
Loews Corp
New York
$263K – – –
VAM
769
Visionary Asset Management
Texas
$263K +$13.4K +287 +5%
ATC
770
Adirondack Trust Company
New York
$262K +$169K +3,640 +183%
WPW
771
Winthrop Partners - WNY
New York
$259K – – –
PHS
772
Pekin Hardy Strauss
Illinois
$259K -$74.5K -1,600 -22%
IA
773
IFG Advisory
Georgia
$259K -$43.5K -937 -14%
FI
774
FormulaFolio Investments
Michigan
$258K -$601K -12,919 -70%
FFBTD
775
First Financial Bank - Trust Division
Ohio
$257K -$1.16K -25 -0.4%
29 30
31
32 33