MS icon

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 %
PTC
801
Petrus Trust Company
Texas
$231K -$34.6K -743 -13%
JIP
802
Jaffetilchin Investment Partners
Florida
$230K +$2.33K +50 +1%
PK
803
Pflug Koory
Nebraska
$229K +$27K +580 +13%
AT
804
Arden Trust
Delaware
$228K -$89K -1,908 -28%
HCM
805
Highlander Capital Management
New Jersey
$226K -$9.32K -200 -4%
DCM
806
Dynamic Capital Management
Jersey
$226K +$226K +4,855 New
SL
807
Signition LP
New York
$223K +$223K +4,799 New
DWA
808
Douglass Winthrop Advisors
New York
$222K -$2.31M -49,500 -91%
IWP
809
Icon Wealth Partners
Texas
$221K -$65.3K -1,405 -23%
GCC
810
Game Creek Capital
Massachusetts
$221K -$34.9K -750 -14%
RIA
811
Regal Investment Advisors
Michigan
$221K +$221K +4,754 New
TL
812
TrueWealth LLC
Georgia
$219K – – –
BW
813
Bison Wealth
Georgia
$215K +$215K +4,615 New
BBWA
814
Bell & Brown Wealth Advisors
California
$213K +$1.32K +29 +0.6%
GCA
815
Gradient Capital Advisors
California
$213K +$5.9K +127 +3%
MWPCG
816
Measured Wealth Private Client Group
New Hampshire
$212K – – –
EWA
817
EP Wealth Advisors
California
$212K +$212K +4,552 New
MCM
818
Marathon Capital Management
Maryland
$211K – – –
FWM
819
Focused Wealth Management
New York
$211K +$47.1K +1,010 +29%
HCM
820
Hodges Capital Management
Texas
$210K – – –
HH
821
Hilltop Holdings
Texas
$209K -$55.5K -1,192 -21%
HF
822
HRT Financial
New York
$209K +$209K +4,507 New
TTWM
823
TCV Trust & Wealth Management
Virginia
$208K – – –
EWM
824
Edge Wealth Management
New York
$207K – – –
GIA
825
GHP Investment Advisors
Colorado
$205K -$3.27K -70 -2%
31 32
33
34 35