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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 %
CIA
851
CSat Investment Advisory
Michigan
$110K +$14.1K +356 +15%
ECM
852
Estabrook Capital Management
New York
$106K – – –
HI
853
Human Investing
Oregon
$106K +$106K +2,670 New
BWM
854
Baystate Wealth Management
Massachusetts
$102K +$702 +16 +0.7%
WTB
855
Washington Trust Bank
Washington
$100K +$7.35K +185 +8%
GWA
856
Guidant Wealth Advisors
Illinois
$99K -$1.35K -34 -1%
BOPW
857
Brandywine Oak Private Wealth
Pennsylvania
$98K +$98K +2,490 New
OFW
858
Omnia Family Wealth
Florida
$96K +$3.45K +87 +4%
JFGIW
859
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$94K -$7.16K -180 -7%
PFBT
860
Parkside Financial Bank & Trust
Missouri
$91K +$4.98K +126 +6%
WTC
861
WhitTier Trust Company
Nevada
$90K +$16.1K +408 +22%
VFA
862
Valeo Financial Advisors
Indiana
$88K +$359 +9 +0.4%
RCAG
863
Rehmann Capital Advisory Group
Michigan
$85.6K -$10.1K -255 -11%
QCG
864
Quadrant Capital Group
Ohio
$85K -$5.78K -167 -6%
CAM
865
Cresset Asset Management
Illinois
$85K +$85K +2,156 New
CCM
866
Cribstone Capital Management
Maine
$81K – – –
SBL
867
Sargent Bickham Lagudis
Colorado
$81K +$40 +1 +0%
FC
868
Ferris Capital
Massachusetts
$79K -$512 -13 -0.6%
BWM
869
BerganKDV Wealth Management
Minnesota
$79K – – –
PCP
870
Proficio Capital Partners
Massachusetts
$78K +$35.7K +897 +85%
LWCFA
871
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$78K +$54.3K +1,375 +229%
CBT
872
Capital Bank & Trust
California
$77K – – –
MS
873
Mizuho Securities
Japan
$75K +$75K +1,900 New
CA
874
Claro Advisors
Massachusetts
$73K +$73K +1,566 New
APC
875
Aspire Private Capital
North Carolina
$72K +$72K +1,804 New
33 34
35
36 37