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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 %
WBG
776
Wharton Business Group
Pennsylvania
$233K – – –
CAPTRUST Financial Advisors
777
CAPTRUST Financial Advisors
North Carolina
$233K +$31.3K +787 +15%
PCG
778
Private Capital Group
Connecticut
$231K -$6.65K -168 -3%
GPA
779
Garrison Point Advisors
California
$229K +$229K +5,778 New
HPC
780
Hobart Private Capital
North Carolina
$228K +$228K +5,758 New
CBT
781
Central Bank & Trust
Kentucky
$226K -$12.4K -312 -5%
TAM
782
Tocqueville Asset Management
New York
$225K -$50K -1,261 -18%
LC
783
Loews Corp
New York
$224K – – –
ZCM
784
Zebra Capital Management
Connecticut
$221K -$41.4K -1,045 -16%
WPW
785
Winthrop Partners - WNY
New York
$221K – – –
WG
786
Winton Group
United Kingdom
$220K -$75.8K -1,912 -26%
ATC
787
Adirondack Trust Company
New York
$220K -$2.97K -75 -1%
PHS
788
Pekin Hardy Strauss
Illinois
$220K – – –
SS
789
Sunbelt Securities
Texas
$220K +$16.8K +423 +8%
VAM
790
Visionary Asset Management
Texas
$219K -$4.8K -121 -2%
FFBTD
791
First Financial Bank - Trust Division
Ohio
$219K -$954 -24 -0.4%
VFA
792
Voya Financial Advisors
Connecticut
$218K +$22.6K +574 +12%
PL
793
Perpetual Ltd
Australia
$217K – – –
AWE
794
Avidian Wealth Enterprises
Texas
$217K +$18.5K +468 +9%
CA
795
Calton & Associates
Florida
$217K +$217K +5,469 New
IIA
796
IPG Investment Advisors
California
$216K +$216K +5,450 New
SCA
797
Snowden Capital Advisors
New York
$216K +$216K +5,450 New
GCP
798
GSA Capital Partners
United Kingdom
$216K -$635K -16,033 -75%
CIC
799
Crawford Investment Counsel
Georgia
$216K – – –
ASN
800
Advisory Services Network
Georgia
$216K +$137K +3,464 +174%
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