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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 %
IP
951
Intellectus Partners
California
$20K -$368K -9,500 -95%
IDBONY
952
Israel Discount Bank of New York
New York
$20K – – –
TAIM
953
TD Ameritrade Investment Management
Nebraska
$20K +$2.96K +73 +17%
FFC
954
First Financial Corp
Indiana
$20K +$7.81K +200 +64%
VEA
955
Virtus ETF Advisers
New York
$20K +$20K +508 New
GWMIA
956
Global Wealth Management Investment Advisory
Florida
$20K +$20K +512 New
MFBTD
957
MB Financial Bank - Trust Department
Illinois
$19K – – –
CIAS
958
Capital Investment Advisory Services
North Carolina
$19K +$19K +487 New
CFN
959
Cordasco Financial Network
Florida
$18K – – –
TWMP
960
Taylor Wealth Management Partners
Massachusetts
$17K -$3K -75 -15%
TWA
961
TCI Wealth Advisors
Arizona
$17K +$160 +4 +0.9%
UB
962
UMB Bank
Missouri
$16.9K +$756 +19,074 +5%
SNT
963
Security National Trust
West Virginia
$16K -$12.4K -312 -44%
PCIA
964
Prime Capital Investment Advisors
Kansas
$16K +$16K +393 New
CC
965
Colrain Capital
Massachusetts
$16K +$16K +400 New
SCA
966
Stuart Chaussee & Associates
California
$15K – – –
QCIG
967
Quad-Cities Investment Group
Iowa
$15K +$39 +1 +0.3%
EWM
968
Executive Wealth Management
Michigan
$15K +$15K +376 New
PCM
969
Princeton Capital Management
New Jersey
$15K +$15K +380 New
GRP
970
Global Retirement Partners
California
$13K -$11.3K -295 -46%
BAM
971
Bruderman Asset Management
New York
$13K +$13K +336 New
OIA
972
OneDigital Investment Advisors
Kansas
$13K +$13K +340 New
EWM
973
Endurance Wealth Management
Rhode Island
$12K – – –
ACM
974
AUA Capital Management
Pennsylvania
$12K – – –
NIM
975
NuWave Investment Management
New Jersey
$11K -$466K -11,704 -98%
37 38
39
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