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Morgan Stanley
MS

Overview Fund Activity

1,032 hedge funds and large institutions have $70.5B invested in Morgan Stanley in 2018 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 362 increasing their positions, 382 reducing their positions, and 101 closing their positions.

Holders
1,032
Holders Change
-5
Holders Change %
-0.48%
% of All Funds
23.66%
Holding in Top 10
24
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-29.41%
% of All Funds
0.55%
New
102
Increased
362
Reduced
382
Closed
101
Calls
$998M
Puts
$1.74B
Net Calls
-$738M
Net Calls Change
+$440M

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$172M
2
BlackRock
2
BlackRock
New York
$5.17B
3
Millennium Management
3
Millennium Management
New York
$160M
4
Deutsche Bank
4
Deutsche Bank
Germany
$467M
5
AL
5
AJO LP
Pennsylvania
$228M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$4.14B
2
Mitsubishi UFJ Financial Group
2
Mitsubishi UFJ Financial Group
Japan
$20.2B
3
State Street
3
State Street
Massachusetts
$6.28B
4
Ameriprise
4
Ameriprise
Minnesota
$689M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$55.9M
Name Market Value Shares Shares
Change 		Shares
Change %
CI Investments Inc
801
CI Investments Inc
Ontario, Canada
$228K 4,800 +4,800 New
SS
802
Sunbelt Securities
Texas
$226K 4,758 +2 +0%
SS
803
Simplicity Solutions
Minnesota
$225K 4,756 +4,756 New
AWM
804
Avior Wealth Management
Nebraska
$223K 4,713 -18 -0.4%
TL
805
TrueWealth LLC
Georgia
$222K 4,694 – –
NFG
806
Next Financial Group
Texas
$221K 4,655 -1,839 -28%
BBWA
807
Bell & Brown Wealth Advisors
California
$220K 4,636 +21 +0.5%
TP
808
Truvvo Partners
New York
$218K 4,600 -7,400 -62%
CCMT
809
CMT Capital Markets Trading
Germany
$218K 4,606 +606 +15%
NIM
810
NuWave Investment Management
New Jersey
$218K 4,608 +4,608 New
CAPTRUST Financial Advisors
811
CAPTRUST Financial Advisors
North Carolina
$217K 4,573 -89 -2%
BHBT
812
Burke & Herbert Bank & Trust
Virginia
$217K 4,566 – –
MCM
813
Marathon Capital Management
Maryland
$215K 4,550 -1,206 -21%
MWPCG
814
Measured Wealth Private Client Group
New Hampshire
$215K 4,536 +4,536 New
DWM
815
Dakota Wealth Management
Florida
$215K 4,540 +4,540 New
HCM
816
Hodges Capital Management
Texas
$213K 4,500 +470 +12%
TTWM
817
TCV Trust & Wealth Management
Virginia
$212K 4,468 – –
GIA
818
GHP Investment Advisors
Colorado
$212K 4,463 +250 +6%
LNB
819
Ledyard National Bank
$211K 4,459 -1,000 -18%
GCA
820
Gradient Capital Advisors
California
$211K 4,457 +19 +0.4%
EWM
821
Edge Wealth Management
New York
$211K 4,446 +2,961 +199%
SFG
822
SevenBridge Financial Group
Pennsylvania
$209K 4,400 -100 -2%
LFA
823
Legacy Financial Advisors
Kentucky
$209K 4,339 +1,608 +59%
FDS
824
First Dallas Securities
Texas
$209K 4,400 +4,400 New
CHA
825
Cedar Hill Associates
Illinois
$208K 4,391 – –
31 32
33
34 35