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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 %
BCA
901
Berman Capital Advisors
Georgia
$46K +$46K +1,203 New
APA
902
American Portfolios Advisors
New York
$45.3K +$1.67K +42 +4%
MRCM
903
M&R Capital Management
New Jersey
$45K – – –
FRA
904
Front Row Advisors
California
$45K – – –
HR
905
Howe & Rusling
New York
$45K +$2.2K +56 +5%
WANY
906
Wealthspire Advisors (New York)
New York
$45K +$45K +1,138 New
CAL
907
Capital Advisors Ltd
Ohio
$43K – – –
PWM
908
PRW Wealth Management
Massachusetts
$43K +$43K +1,101 New
AWM
909
AllSquare Wealth Management
New York
$42K +$14K +356 +50%
FNBOSM
910
First National Bank of South Miami
Florida
$42K +$42K +1,000 New
HIM
911
Hillsdale Investment Management
Ontario, Canada
$42K +$42K +1,060 New
CFA
912
Carroll Financial Associates
North Carolina
$41K -$13.9K -340 -25%
WAP
913
Wealthcare Advisory Partners
Pennsylvania
$41K +$80 +2 +0.2%
PG
914
Patten Group
Tennessee
$40K – – –
SSB
915
Sandy Spring Bank
Maryland
$40K +$40K +1,000 New
BHWM
916
Bay Harbor Wealth Management
Maryland
$40K +$40K +1,010 New
First Manhattan
917
First Manhattan
New York
$39K – – –
SFSIG
918
San Francisco Sentry Investment Group
California
$39K +$15.2K +390 +64%
BC
919
Barnett & Company
Tennessee
$38K – – –
MPWT
920
MassMutual Private Wealth & Trust
Connecticut
$37.1K – – –
KTC
921
Kistler-Tiffany Companies
Pennsylvania
$37K – – –
EFSCE
922
Enterprise Financial Services Corp (EFSC)
Missouri
$37K +$4.61K +117 +14%
WPA
923
West Paces Advisors
Georgia
$36.2K – – –
BWA
924
Burt Wealth Advisors
Maryland
$35K – – –
GTAM
925
Global Trust Asset Management
Florida
$35K – – –
35 36
37
38 39