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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 %
CLOS
851
Compagnie Lombard Odier SCmA
Switzerland
$132K 2,795 -133 -5%
ECM
852
Estabrook Capital Management
New York
$127K 2,685 -90 -3%
FNB
853
Farmers National Bank
Kentucky
$124K 2,617 – –
FIA
854
FNY Investment Advisers
New York
$123K 2,597 +2,597 New
JFGIW
855
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$120K 2,544 – –
GWA
856
Guidant Wealth Advisors
Illinois
$120K 2,534 +34 +1%
LC
857
Landaas & Company
Wisconsin
$119K 2,512 +2,512 New
OFW
858
Omnia Family Wealth
Florida
$117K 2,471 – –
QCG
859
Quadrant Capital Group
Ohio
$116K 2,744 -36 -1%
FMT
860
First Mercantile Trust
Tennessee
$112K 2,370 +2,370 New
GFP
861
Gryphon Financial Partners
Ohio
$110K 2,319 -110 -5%
BWM
862
Baystate Wealth Management
Massachusetts
$110K 2,295 +10 +0.4%
ASN
863
Advisory Services Network
Georgia
$108K 2,117 -262 -11%
FC
864
Ferris Capital
Massachusetts
$106K 2,245 – –
PFBT
865
Parkside Financial Bank & Trust
Missouri
$105K 2,214 +7 +0.3%
PFA
866
Pathway Financial Advisors
Vermont
$104K 2,195 – –
CIA
867
CSat Investment Advisory
Michigan
$102K 2,147 +2,147 New
CCM
868
Covington Capital Management
California
$99K 2,096 – –
CCM
869
Cribstone Capital Management
Maine
$97K 2,036 – –
FPS
870
Fieldpoint Private Securities
Connecticut
$95K 2,000 – –
VFA
871
Valeo Financial Advisors
Indiana
$94K 1,980 +55 +3%
ATC
872
Adirondack Trust Company
New York
$94K 1,992 +195 +11%
BWM
873
BerganKDV Wealth Management
Minnesota
$94K 1,982 +1,982 New
ED
874
Exane Derivatives
France
$89.7K 1,857 -332 -15%
WTC
875
WhitTier Trust Company
Nevada
$89K 1,869 – –
33 34
35
36 37