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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 Market Value Shares Shares
Change 		Shares
Change %
SGAM
976
Smith Group Asset Management
Texas
$13K 280 -50 -15%
CHP
977
Cable Hill Partners
Oregon
$12K 252 – –
HCM
978
Hilton Capital Management
New York
$12K 250 – –
TDC
979
Thompson Davis & Co
Virginia
$12K 250 – –
MCM
980
MV Capital Management
Maryland
$12K 247 – –
VIA
981
Vantage Investment Advisors
Pennsylvania
$12K 637 +387 +155%
KIG
982
Kessler Investment Group
Indiana
$11K 242 -20,574 -99%
FMP
983
Financial Management Professionals
Texas
$10K 225 – –
QAM
984
QCI Asset Management
New York
$10K 225 – –
BCM
985
Brasada Capital Management
Texas
$10K 207 +207 New
FANJ
986
Financial Architects (New Jersey)
New Jersey
$9K 183 -107 -37%
LWM
987
Lenox Wealth Management
Ohio
$9K 200 -51 -20%
JWM
988
Janiczek Wealth Management
Colorado
$9K 200 -21 -10%
RAM
989
Riggs Asset Management
Pennsylvania
$9K 203 – –
BWP
990
Baldwin Wealth Partners
Massachusetts
$9K 190 +190 New
AWM
991
Aevitas Wealth Management
Massachusetts
$9K 200 +200 New
TC
992
Trust Company
Kansas
$8K 162 – –
PA
993
Perennial Advisors
New York
$8K 168 – –
AAP
994
Arax Advisory Partners
Colorado
$7K 150 -360 -71%
THWM
995
Taylor Hoffman Wealth Management
Virginia
$7K 156 – –
NL
996
NVWM LLC
Pennsylvania
$7K 156 – –
LFG
997
LifePlan Financial Group
Ohio
$7K 141 – –
FPB
998
First PREMIER Bank
South Dakota
$7K 156 – –
FCFS
999
First Command Financial Services
Texas
$7K 158 – –
FCB
1000
First Command Bank
Texas
$7K 158 – –
38 39
40
41 42