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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 %
LWM
976
Lenox Wealth Management
Ohio
$12K 251 -322 -56%
PFGIA
977
Patriot Financial Group Insurance Agency
Massachusetts
$12K 250 -100 -29%
TDC
978
Thompson Davis & Co
Virginia
$12K 250 – –
CHP
979
Cable Hill Partners
Oregon
$12K 252 – –
JAM
980
Jolley Asset Management
North Carolina
$12K 250 – –
VIA
981
Vantage Investment Advisors
Pennsylvania
$12K 250 – –
MCM
982
MV Capital Management
Maryland
$12K 247 – –
Carson Wealth (CWM LLC)
983
Carson Wealth (CWM LLC)
Nebraska
$12K 254 +45 +22%
HCM
984
Hilton Capital Management
New York
$12K 250 +250 New
FMP
985
Financial Management Professionals
Texas
$11K 225 – –
QAM
986
QCI Asset Management
New York
$11K 225 +225 New
TAM
987
Trust Asset Management
Texas
$11K 230 +230 New
TAIM
988
TD Ameritrade Investment Management
Nebraska
$11K 235 +235 New
HS
989
Horan Securities
United States
$10K 200 – –
RAM
990
Riggs Asset Management
Pennsylvania
$10K 203 – –
AIS
991
Accurate Investment Solutions
Pennsylvania
$10K 210 – –
JWM
992
Janiczek Wealth Management
Colorado
$10K 221 +221 New
LYV
993
Live Your Vision
Pennsylvania
$9K 193 – –
MCA
994
Mercer Capital Advisers
New Jersey
$9K 200 – –
PA
995
Perennial Advisors
New York
$8K 168 – –
TC
996
Trust Company
Kansas
$8K 162 – –
FCFS
997
First Command Financial Services
Texas
$7K 158 -81 -34%
FCB
998
First Command Bank
Texas
$7K 158 -81 -34%
NL
999
NVWM LLC
Pennsylvania
$7K 156 – –
FPB
1000
First PREMIER Bank
South Dakota
$7K 156 – –
38 39
40
41 42