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Morgan Stanley
MS

Overview Fund Activity

1,034 hedge funds and large institutions have $68.9B invested in Morgan Stanley in 2018 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 372 increasing their positions, 394 reducing their positions, and 81 closing their positions.

Holders
1,034
Holders Change
+2
Holders Change %
+0.19%
% of All Funds
23.68%
Holding in Top 10
16
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-33.33%
% of All Funds
0.37%
New
91
Increased
372
Reduced
394
Closed
81
Calls
$1.32B
Puts
$1.87B
Net Calls
-$547M
Net Calls Change
+$191M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$920M
2
Eagle Capital Management (New York)
2
Eagle Capital Management (New York)
New York
$536M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.33B
4
VH
4
ValueAct Holdings
California
$969M
5
Barclays
5
Barclays
United Kingdom
$181M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.52B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.57B
3
Mitsubishi UFJ Financial Group
3
Mitsubishi UFJ Financial Group
Japan
$19.5B
4
AL
4
AJO LP
Pennsylvania
$16.3M
5
Ameriprise
5
Ameriprise
Minnesota
$570M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFA
951
JNBA Financial Advisors
Minnesota
$23K +$9.2K +200 +67%
DBT
952
Dubuque Bank & Trust
Iowa
$22K -$1.47K -31 -6%
MWM
953
MinichMacGregor Wealth Management
New York
$22K – – –
MFBTD
954
MB Financial Bank - Trust Department
Illinois
$22K – – –
Carson Wealth (CWM LLC)
955
Carson Wealth (CWM LLC)
Nebraska
$22K +$9.93K +209 +82%
CFN
956
Cordasco Financial Network
Florida
$21K – – –
AA
957
Ancora Advisors
Ohio
$21K +$21K +452 New
TWA
958
TCI Wealth Advisors
Arizona
$20K +$237 +5 +1%
TAIM
959
TD Ameritrade Investment Management
Nebraska
$20K +$8.84K +186 +79%
PP
960
PagnatoKarp Partners
Virginia
$20K +$20K +428 New
VCM
961
Vigilant Capital Management
Maine
$19K – – –
LA
962
Legacy Advisors
Pennsylvania
$19K – – –
MA
963
MUFG Americas
New York
$19K – – –
OC
964
Oakworth Capital
Alabama
$18K -$9.68K -207 -35%
SCA
965
Stuart Chaussee & Associates
California
$18K – – –
QCIG
966
Quad-Cities Investment Group
Iowa
$17K +$89 +2 +0.5%
OWA
967
One Wealth Advisors
California
$16K – – –
WC
968
Whitney & Co
New York
$16K +$16K +353 New
PAMG
969
Patton Albertson Miller Group
Tennessee
$16K +$16K +378 New
FFC
970
First Financial Corp
Indiana
$15K – – –
EWM
971
Endurance Wealth Management
Rhode Island
$14K – – –
TCM
972
Tradewinds Capital Management
Washington
$14K – – –
ML
973
McAdam LLC
Pennsylvania
$14K – – –
ACM
974
AUA Capital Management
Pennsylvania
$14K – – –
KJWM
975
Kiley Juergens Wealth Management
Washington
$14K – – –
37 38
39
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