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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 %
PL
776
Perpetual Ltd
Australia
$256K – – –
CIC
777
Crawford Investment Counsel
Georgia
$254K -$2.05K -44 -0.8%
BBHC
778
Brown Brothers Harriman & Co
New York
$254K +$66.6K +1,430 +36%
PWAG
779
Polaris Wealth Advisory Group
California
$251K -$23.1M -494,822 -99%
SFA
780
Sequoia Financial Advisors
Ohio
$250K – – –
IWM
781
IHT Wealth Management
Illinois
$249K +$14.9K +320 +6%
BSA
782
Braun Stacey Associates
New York
$246K -$11.7K -250 -5%
BTW
783
Boston Trust Walden
Massachusetts
$246K – – –
JGIA
784
Jackson Grant Investment Advisers
Connecticut
$243K +$1.49K +32 +0.6%
CAW
785
Cornerstone Advisors (Washington)
Washington
$242K +$13.8K +295 +6%
BAM
786
Berkshire Asset Management
Pennsylvania
$241K – – –
EWM
787
Evermay Wealth Management
Virginia
$241K – – –
VFA
788
Voya Financial Advisors
Connecticut
$238K -$74.4K -1,554 -24%
LPC
789
Loeb Partners Corp
New York
$238K – – –
FG
790
Fiduciary Group
Georgia
$238K – – –
SS
791
Sunbelt Securities
Texas
$238K +$16.9K +363 +8%
CG
792
Colony Group
Massachusetts
$237K -$26.9K -579 -10%
CAPTRUST Financial Advisors
793
CAPTRUST Financial Advisors
North Carolina
$237K +$23.6K +506 +11%
RWA
794
Redhawk Wealth Advisors
Minnesota
$237K +$237K +5,088 New
AWM
795
Avior Wealth Management
Nebraska
$236K +$16.3K +350 +7%
AWE
796
Avidian Wealth Enterprises
Texas
$234K +$2.15K +46 +0.9%
AAM
797
American Asset Management
Florida
$233K -$42.5K -912 -15%
SFP
798
Shepherd Financial Partners
Massachusetts
$233K – – –
WP
799
WMS Partners
Maryland
$232K – – –
YWP
800
YorkBridge Wealth Partners
New York
$232K – – –
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32
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