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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 %
HFM
851
Harvest Fund Management
China
$131K +$68.3K +1,467 +109%
RMAM
852
Raab & Moskowitz Asset Management
New Jersey
$131K +$131K +2,818 New
ECM
853
Estabrook Capital Management
New York
$125K – – –
GWA
854
Guidant Wealth Advisors
Illinois
$118K – – –
JFGIW
855
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$118K – – –
GP
856
Girard Partners
Pennsylvania
$115K +$115K +2,484 New
AF
857
Advisornet Financial
Minnesota
$113K -$40.7K -873 -26%
RCAG
858
Rehmann Capital Advisory Group
Michigan
$112K -$17.5K -375 -13%
CIA
859
CSat Investment Advisory
Michigan
$112K +$12.4K +267 +12%
OFW
860
Omnia Family Wealth
Florida
$109K -$6.25K -134 -5%
QCG
861
Quadrant Capital Group
Ohio
$109K -$4.99K -120 -4%
WTB
862
Washington Trust Bank
Washington
$108K +$27.6K +596 +34%
KF
863
Krilogy Financial
Missouri
$106K +$106K +2,276 New
TRCT
864
Tower Research Capital (TRC)
New York
$104K -$1.36M -29,203 -93%
BWM
865
Baystate Wealth Management
Massachusetts
$103K +$625 +14 +0.6%
PFBT
866
Parkside Financial Bank & Trust
Missouri
$101K -$1.81K -39 -2%
VFA
867
Valeo Financial Advisors
Indiana
$100K +$9.92K +218 +11%
CCM
868
Covington Capital Management
California
$98K – – –
CCM
869
Cribstone Capital Management
Maine
$95K – – –
SBL
870
Sargent Bickham Lagudis
Colorado
$95K +$7.3K +156 +8%
FMT
871
First Mercantile Trust
Tennessee
$94K -$16.8K -360 -15%
FC
872
Ferris Capital
Massachusetts
$94K -$10.6K -228 -10%
IGGA
873
Iron Gate Global Advisors
Utah
$94K +$94K +2,146 New
ASN
874
Advisory Services Network
Georgia
$93K -$5.64K -121 -6%
ADL
875
Asset Dedication LLC
California
$92K -$175K -3,778 -66%
33 34
35
36 37