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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 %
WWM
801
Western Wealth Management
Colorado
$216K +$216K +5,514 New
PWAG
802
Polaris Wealth Advisory Group
California
$214K – – –
LPWM
803
Lake Point Wealth Management
Texas
$214K +$214K +5,407 New
Walleye Trading
804
Walleye Trading
New York
$212K -$2M -50,260 -90%
BTW
805
Boston Trust Walden
Massachusetts
$209K – – –
JGIA
806
Jackson Grant Investment Advisers
Connecticut
$209K +$1.43K +36 +0.7%
DJSG
807
D.J. St. Germain
Massachusetts
$206K +$206K +5,190 New
ECG
808
Edge Capital Group
Georgia
$205K +$205K +5,179 New
PBO
809
Peoples Bank (Ohio)
Ohio
$204K -$21.8K -550 -10%
FG
810
Fiduciary Group
Georgia
$203K – – –
SRC
811
Shufro Rose & Co
New York
$202K +$202K +5,100 New
HCA
812
Harbour Capital Advisors
Virginia
$202K +$202K +5,100 New
FCH
813
Freestone Capital Holdings
Washington
$202K +$202K +5,103 New
CG
814
Colony Group
Massachusetts
$201K -$1.43K -36 -0.7%
YWP
815
YorkBridge Wealth Partners
New York
$197K +$119 +3 +0.1%
AWM
816
Avior Wealth Management
Nebraska
$196K -$4.11K -104 -2%
PK
817
Pflug Koory
Nebraska
$195K – – –
HCM
818
Highlander Capital Management
New Jersey
$194K – – –
FWM
819
Focused Wealth Management
New York
$180K – – –
BC
820
Bartlett & Co
Ohio
$178K +$149K +3,760 +519%
BCWM
821
Bartlett & Co Wealth Management
Ohio
$178K +$149K +3,760 +519%
TL
822
TrueWealth LLC
Georgia
$177K -$9.62K -242 -5%
LNB
823
Ledyard National Bank
$173K -$1.59K -40 -0.9%
CII
824
Capital International Inc
California
$172K – – –
ADL
825
Asset Dedication LLC
California
$165K +$86.1K +2,172 +109%
31 32
33
34 35