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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 %
LYV
926
Live Your Vision
Pennsylvania
$35K +$42 +1 +0.1%
TFO
927
Tarbox Family Office
California
$34K -$2.73K -69 -7%
RWA
928
River Wealth Advisors
Pennsylvania
$34K – – –
RWA
929
Ropes Wealth Advisors
Massachusetts
$34K – – –
NSIM
930
North Star Investment Management
Illinois
$33K – – –
PCC
931
Park Circle Company
Maryland
$32K – – –
Carson Wealth (CWM LLC)
932
Carson Wealth (CWM LLC)
Nebraska
$32K +$13.5K +336 +73%
FHA
933
Flagship Harbor Advisors
Massachusetts
$30K +$2.36K +61 +9%
CMBA
934
C.M. Bidwell & Associates
Hawaii
$30K +$30K +750 New
JA
935
JOYN Advisors
Georgia
$29K -$22.7K -572 -44%
LWM
936
Liberty Wealth Management
California
$29K +$29K +756 New
SWA
937
Sutton Wealth Advisors
Florida
$28K +$397 +10 +1%
BFC
938
Bedel Financial Consulting
Indiana
$28K +$7K +175 +33%
NSG
939
Nalls Sherbakoff Group
Tennessee
$28K +$28K +702 New
M
940
MOTCO
Texas
$27K -$7.23K -182 -21%
GAM
941
Gemmer Asset Management
California
$27K – – –
CAM
942
CenterStar Asset Management
Illinois
$27K -$506K – –
PAMU
943
Pictet Asset Management (UK)
United Kingdom
$24.7K -$10.1K -255,111 -29%
HCM
944
Horrell Capital Management
Arkansas
$23K – – –
KPW
945
Kore Private Wealth
New York
$23K +$23K +592 New
DWM
946
Destination Wealth Management
California
$22K -$1.62K -41 -7%
VRM
947
Vectors Research Management
New York
$22K – – –
FMII
948
Farmers & Merchants Investments Inc
Nebraska
$21K – – –
CFG
949
Citizens Financial Group
Rhode Island
$21K – – –
PO
950
Private Ocean
California
$21K +$21K +540 New
36 37
38
39 40