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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 %
LNB
826
Ledyard National Bank
$205K -$2.42K -52 -1%
CHA
827
Cedar Hill Associates
Illinois
$204K – – –
LFA
828
Legacy Financial Advisors
Kentucky
$203K +$1.53K +33 +0.8%
LIC
829
Lodestar Investment Counsel
Illinois
$202K – – –
CII
830
Capital International Inc
California
$202K +$202K +4,346 New
RCC
831
Red Cedar Capital
Nebraska
$186K – – –
SMFS
832
Squar Milner Financial Services
California
$183K +$47 +1 +0%
FHA
833
First Horizon Advisors
Tennessee
$182K -$193K -4,163 -51%
ST
834
Smithfield Trust
Pennsylvania
$182K +$1.07K +23 +0.6%
GLI
835
Guardian Life Insurance
New York
$175K -$699 -15 -0.4%
SLF
836
Sun Life Financial
Ontario, Canada
$170K -$1.81K -39 -1%
ST
837
Sageworth Trust
Pennsylvania
$168K +$140K +3,005 +501%
C
838
Cerebellum
California
$168K +$168K +3,608 New
NFG
839
Next Financial Group
Texas
$167K -$49.5K -1,064 -23%
MA
840
MCF Advisors
Kentucky
$158K – – –
KA
841
Kaizen Advisory
Illinois
$158K – – –
APP
842
Avantax Planning Partners
Iowa
$157K +$157K +3,365 New
SFG
843
SevenBridge Financial Group
Pennsylvania
$152K -$53.2K -1,141 -26%
AIM
844
Advantage Investment Management
Iowa
$150K +$109K +2,343 +269%
IBOK
845
Independence Bank of Kentucky
Kentucky
$144K -$23.2K -500 -14%
CAM
846
ClariVest Asset Management
California
$143K – – –
CI Investments Inc
847
CI Investments Inc
Ontario, Canada
$140K -$84K -1,800 -38%
HWA
848
Heritage Wealth Advisors
Virginia
$140K +$140K +3,016 New
MFW
849
Mosaic Family Wealth
Missouri
$135K -$17.4K -389 -11%
NSB
850
Norway Savings Bank
Maine
$134K – – –
32 33
34
35 36