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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 %
GRP
951
Global Retirement Partners
California
$21K 435 -60 -12%
CFN
952
Cordasco Financial Network
Florida
$21K 447 – –
CAM
953
CenterStar Asset Management
Illinois
– – – –
WF
954
WealthTrust Fairport
Ohio
$21K 444 +444 New
BFC
955
Bedel Financial Consulting
Indiana
$20K 428 – –
TWA
956
TCI Wealth Advisors
Arizona
$20K 417 – –
LA
957
Legacy Advisors
Pennsylvania
$20K 417 +199 +91%
VCM
958
Vigilant Capital Management
Maine
$19K 408 – –
MA
959
MUFG Americas
New York
$19K 400 – –
RA
960
Rational Advisors
New York
$18K 379 -22,422 -98%
QCIG
961
Quad-Cities Investment Group
Iowa
$18K 378 +378 New
SCA
962
Stuart Chaussee & Associates
California
$18K 384 +384 New
RFA
963
Reilly Financial Advisors
California
$17K 365 – –
SGAM
964
Smith Group Asset Management
Texas
$16K 330 -30 -8%
OWA
965
One Wealth Advisors
California
$16K 342 +342 New
ACM
966
AUA Capital Management
Pennsylvania
$15K 310 – –
FFC
967
First Financial Corp
Indiana
$15K 312 – –
FANJ
968
Financial Architects (New Jersey)
New Jersey
$14K 290 -588 -67%
ML
969
McAdam LLC
Pennsylvania
$14K 299 -51 -15%
TCM
970
Tradewinds Capital Management
Washington
$14K 304 – –
EWM
971
Endurance Wealth Management
Rhode Island
$14K 300 – –
CIM
972
Contravisory Investment Management
Massachusetts
$14K 288 – –
PW
973
Price Wealth
Texas
$14K 294 +156 +113%
JFA
974
JNBA Financial Advisors
Minnesota
$14K 300 +300 New
KJWM
975
Kiley Juergens Wealth Management
Washington
$14K 306 +306 New
37 38
39
40 41