MS icon

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 %
THWM
1001
Taylor Hoffman Wealth Management
Virginia
$7K 156 – –
LFG
1002
LifePlan Financial Group
Ohio
$7K 141 – –
CFD
1003
Creative Financial Designs
Indiana
$7K 151 +1 +0.7%
GWS
1004
Glassman Wealth Services
Virginia
$7K 148 +20 +16%
CAC
1005
Certified Advisory Corp
Florida
$6K 120 – –
IF
1006
Ironwood Financial
Arizona
$6K 128 – –
FMTCOCP
1007
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K 104 – –
SJIM
1008
St. Johns Investment Management
Florida
$5K 113 – –
LWA
1009
Lowe Wealth Advisors
Maryland
$5K 100 – –
CPA
1010
Clear Perspective Advisors
Illinois
$5K 100 – –
NC
1011
NewSquare Capital
Pennsylvania
$5K 109 – –
TSW
1012
Thompson Siegel & Walmsley
Virginia
$5K 100 – –
BCA
1013
Bay Colony Advisors
Massachusetts
$5K 100 +100 New
GCM
1014
Gables Capital Management
Florida
$5K 100 +100 New
MFT
1015
Moisand Fitzgerald Tamayo
Florida
$4K 78 – –
IAS
1016
IMA Advisory Services
Colorado
$4K 76 +76 New
CFC
1017
Coyle Financial Counsel
Illinois
$4K 84 +84 New
PMFA
1018
Plante Moran Financial Advisors
Michigan
$3K 59 -415 -88%
CCMW
1019
Cypress Capital Management (Wyoming)
Wyoming
$3K 60 – –
SWP
1020
Strategic Wealth Partners
Ohio
$2K 51 – –
BCP
1021
Blackhawk Capital Partners
Wisconsin
$2K 35 +35 New
AC
1022
Avestar Capital
New York
$2K 87 +57 +190%
MSA
1023
Marino Stram & Associates
Massachusetts
$1K 14 -94 -87%
SIS
1024
Sound Income Strategies
Florida
$1K 19 – –
CWM
1025
Cranbrook Wealth Management
Michigan
$1K 18 – –
39 40
41
42 43