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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 %
TFO
926
Tarbox Family Office
California
$37K 774 – –
M
927
MOTCO
Texas
$36K 762 – –
GAM
928
Gemmer Asset Management
California
$34K 711 – –
MBT
929
Monroe Bank & Trust
Michigan
$34K 712 – –
CDIA
930
Capital Directions Investment Advisors
Georgia
$34K 720 +720 New
SWA
931
Sutton Wealth Advisors
Florida
$33K 697 – –
AWM
932
AllSquare Wealth Management
New York
$30K 637 – –
OC
933
Oakworth Capital
Alabama
$28K 592 – –
HCM
934
Horrell Capital Management
Arkansas
$28K 583 – –
DWM
935
Destination Wealth Management
California
$28K 597 +41 +7%
ST
936
Sageworth Trust
Pennsylvania
$28K 600 +600 New
FHA
937
Flagship Harbor Advisors
Massachusetts
$27K 581 +581 New
CFG
938
Citizens Financial Group
Rhode Island
$25K 530 -7,774 -94%
ACS
939
Archford Capital Strategies
Illinois
$25K 527 – –
SFSIG
940
San Francisco Sentry Investment Group
California
$24K 488 -5,678 -92%
FMII
941
Farmers & Merchants Investments Inc
Nebraska
$24K 497 – –
IDBONY
942
Israel Discount Bank of New York
New York
$24K 500 – –
TWMP
943
Taylor Wealth Management Partners
Massachusetts
$24K 500 – –
AAP
944
Arax Advisory Partners
Colorado
$24K 510 +12 +2%
AOWM
945
Alpha Omega Wealth Management
Virginia
$24K 500 +500 New
RWA
946
River Wealth Advisors
Pennsylvania
$24K 515 +515 New
DBT
947
Dubuque Bank & Trust
Iowa
$23K 494 -229 -32%
MWM
948
MinichMacGregor Wealth Management
New York
$23K 490 – –
MFBTD
949
MB Financial Bank - Trust Department
Illinois
$22K 472 – –
BL
950
Balentine LLC
Georgia
$22K 470 +470 New
36 37
38
39 40