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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 %
WP
751
WealthSource Partners
California
$259K +$259K +6,544 New
FI
752
FormulaFolio Investments
Michigan
$258K – – –
AL
753
Aspiriant LLC
California
$257K +$10.5K +264 +4%
IB
754
Intrust Bank
Kansas
$255K -$2.26K -57 -0.9%
EHWM
755
Eads & Heald Wealth Management
Georgia
$254K -$79.4K -2,000 -24%
CAW
756
Cornerstone Advisors (Washington)
Washington
$252K +$46.5K +1,174 +23%
FCI
757
Financial Counselors Inc
Kansas
$251K -$11.8K -298 -4%
CANY
758
Caxton Associates (New York)
New York
$248K -$3.26M -82,076 -93%
CCM
759
Community Capital Management
Florida
$245K +$245K +6,174 New
BOH
760
Bank of Hawaii
Hawaii
$244K -$130K -3,271 -35%
MTIM
761
Marathon Trading Investment Management
Pennsylvania
$243K -$557K -14,062 -70%
NPF
762
Norris Perne & French
Michigan
$243K – – –
KA
763
Kintegral Advisory
New York
$243K +$243K +6,131 New
Qube Research & Technologies (QRT)
764
Qube Research & Technologies (QRT)
United Kingdom
$242K -$1.99M -50,351 -89%
BONST
765
Bank of Nova Scotia Trust
Ontario, Canada
$242K -$4.96K -125 -2%
TFCP
766
Twin Focus Capital Partners
Massachusetts
$242K +$242K +6,100 New
BBA
767
BLB&B Advisors
Pennsylvania
$240K -$5.64K -142 -2%
TMAM
768
Tokio Marine Asset Management
Japan
$239K -$266K -6,733 -53%
FMLI
769
Fukoku Mutual Life Insurance
Japan
$238K – – –
SL
770
Signition LP
New York
$238K +$48.1K +1,214 +25%
CH
771
Canton Hathaway
Rhode Island
$238K +$238K +6,000 New
AEPG
772
American Economic Planning Group
New Jersey
$237K – – –
CCFCSB
773
Cape Cod Five Cents Savings Bank
Massachusetts
$237K – – –
CIM
774
Confluence Investment Management
Missouri
$235K -$198 -5 -0.1%
Cetera Investment Advisers
775
Cetera Investment Advisers
Illinois
$233K -$23.6K -594 -9%
29 30
31
32 33