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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 %
RFA
876
Reilly Financial Advisors
California
$71K +$6.5K +165 +10%
DWM
877
Doyle Wealth Management
Florida
$69K +$69K +1,736 New
Schroder Investment Management Group
878
Schroder Investment Management Group
United Kingdom
$67.1K +$54.5K +1,374,856 +432%
RMC
879
Resources Management Corp
Connecticut
$66K – – –
WCM
880
Wealthcare Capital Management
Virginia
$65K – – –
AIM
881
Assured Investment Management
New York
$64K -$5.61M -141,636 -99%
OC
882
Oakworth Capital
Alabama
$64K +$48.6K +1,215 +316%
1IA
883
1834 Investment Advisors
Wisconsin
$63K -$3.3K -83 -5%
Rockefeller Capital Management
884
Rockefeller Capital Management
New York
$63K – – –
LC
885
Lindbrook Capital
California
$63K +$63K +1,613 New
RWG
886
Regal Wealth Group
California
$62K – – –
WA
887
WealthTrust-Arizona
Arizona
$60K +$11.9K +300 +25%
SIAG
888
Signet Investment Advisory Group
Rhode Island
$59K +$59K +1,500 New
FCMT
889
Founders Capital Management (Texas)
Texas
$56K +$199 +5 +0.4%
FTI
890
Fiduciary Trust International
Massachusetts
$53K +$53K +1,344 New
EWM
891
Edge Wealth Management
New York
$52K -$126K -3,146 -71%
ME
892
McIlrath & Eck
Washington
$52K -$5.69K -144 -10%
BI
893
Bramshill Investments
Florida
$52K +$52K +1,347 New
MMG
894
Monetary Management Group
Missouri
$50K – – –
SFA
895
Semmax Financial Advisors
North Carolina
$49K +$49K +1,228 New
PFGIA
896
Patriot Financial Group Insurance Agency
Massachusetts
$46K -$6.39K -160 -12%
CB
897
CNB Bank
Pennsylvania
$46K – – –
AF
898
Allworth Financial
California
$46K – – –
VCM
899
Vigilant Capital Management
Maine
$46K +$29.8K +750 +184%
SGAM
900
Smith Group Asset Management
Texas
$46K +$35K +890 +318%
34 35
36
37 38