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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 %
RCC
826
Red Cedar Capital
Nebraska
$159K – – –
MOS
827
MGO One Seven
Ohio
$159K +$159K +4,029 New
SMFS
828
Squar Milner Financial Services
California
$156K +$79 +2 +0.1%
FHA
829
First Horizon Advisors
Tennessee
$155K +$669 +17 +0.4%
AIM
830
Advantage Investment Management
Iowa
$153K +$25.5K +642 +20%
GLI
831
Guardian Life Insurance
New York
$149K – – –
SLF
832
Sun Life Financial
Ontario, Canada
$145K +$119 +3 +0.1%
BBHC
833
Brown Brothers Harriman & Co
New York
$144K -$72.8K -1,830 -34%
ST
834
Sageworth Trust
Pennsylvania
$143K – – –
C
835
Cerebellum
California
$143K – – –
ST
836
Smithfield Trust
Pennsylvania
$142K -$12.5K -317 -8%
KA
837
Kaizen Advisory
Illinois
$139K +$3.94K +99 +3%
MA
838
MCF Advisors
Kentucky
$134K – – –
FMT
839
First Mercantile Trust
Tennessee
$134K +$54.3K +1,370 +68%
IWA
840
Intercontinental Wealth Advisors
Texas
$128K +$128K +3,237 New
LFA
841
Legacy Financial Advisors
Kentucky
$126K -$46.8K -1,184 -27%
PRC
842
Pearl River Capital
Michigan
$126K +$126K +3,185 New
MFW
843
Mosaic Family Wealth
Missouri
$120K – – –
HWA
844
Heritage Wealth Advisors
Virginia
$119K +$158 +4 +0.1%
PCM
845
Penserra Capital Management
California
$119K +$65.3K +1,664 +122%
IBOK
846
Independence Bank of Kentucky
Kentucky
$115K -$7.93K -200 -6%
NSB
847
Norway Savings Bank
Maine
$114K – – –
NFG
848
Next Financial Group
Texas
$113K -$30K -753 -21%
CI Investments Inc
849
CI Investments Inc
Ontario, Canada
$111K -$7.93K -200 -7%
CCM
850
Covington Capital Management
California
$111K +$27.8K +700 +33%
32 33
34
35 36