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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 %
SBL
876
Sargent Bickham Lagudis
Colorado
$89K 1,874 +1 +0.1%
WCM
877
Wealthcare Capital Management
Virginia
$87K 1,839 – –
WA
878
WP Advisors
California
$87K 1,819 +1,819 New
SQA
879
Simon Quick Advisors
New Jersey
$83K 1,769 -32,812 -95%
WTB
880
Washington Trust Bank
Washington
$82K 1,735 +310 +22%
MYIA
881
Mount Yale Investment Advisors
Colorado
$76K 1,601 -410 -20%
Rockefeller Capital Management
882
Rockefeller Capital Management
New York
$76K 1,593 +493 +45%
MTCM
883
Mint Tower Capital Management
Netherlands
$76K 1,607 +1,607 New
AA
884
Apriem Advisors
California
$75K 1,572 +1,572 New
RWG
885
Regal Wealth Group
California
$74K 1,568 – –
HDIM
886
Hanson & Doremus Investment Management
Vermont
$70K 1,475 – –
ME
887
McIlrath & Eck
Washington
$69K 1,459 – –
FCMT
888
Founders Capital Management (Texas)
Texas
$66K 1,399 +3 +0.2%
MRCM
889
M&R Capital Management
New Jersey
$65K 1,384 – –
HFM
890
Harvest Fund Management
China
$64K 1,348 -1,079 -44%
AF
891
Allworth Financial
California
$64K 1,345 -4 -0.3%
SAM
892
Security Asset Management
New York
$63K 1,320 – –
CFA
893
Carroll Financial Associates
North Carolina
$63K 1,340 +162 +14%
SNT
894
Security National Trust
West Virginia
$62K 1,298 +624 +93%
HR
895
Howe & Rusling
New York
$60K 1,264 +1,000 +379%
FGAM
896
Financial Gravity Asset Management
Texas
$60K 1,234 +1,234 New
MMG
897
Monetary Management Group
Missouri
$59K 1,250 – –
LWCFA
898
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$57K 1,200 – –
WA
899
WealthTrust-Arizona
Arizona
$57K 1,208 – –
EAM
900
Exane Asset Management
France
$55.1K 1,162 +1,162 New
34 35
36
37 38