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Morgan Stanley
MS

1,035 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, 373 increasing their positions, 394 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 81

0.65% more ownership

Funds ownership: 84.39% → 85.04% (+0.65%)

0% more funds holding

Funds holding: 1,033 → 1,035 (+2)

2% less capital invested

Capital invested by funds: $70.5B → $68.9B (-$1.58B)

5% less repeat investments, than reductions

Existing positions increased: 373 | Existing positions reduced: 394

29% less call options, than puts

Call options by funds: $1.32B | Put options by funds: $1.87B

33% less funds holding in top 10

Funds holding in top 10: 24 → 16 (-8)

Holders
1,035
Holders Change
+2
Holders Change %
+0.19%
% of All Funds
23.66%
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
373
Reduced
394
Closed
81
Calls
$1.32B
Puts
$1.87B
Net Calls
-$547M
Net Calls Change
+$191M

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$798M
2
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$277M
3
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
+$244M
4
JP Morgan Chase
JP Morgan Chase
New York
+$132M
5
VH
ValueAct Holdings
California
+$103M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$641M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$527M
3
Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group
Japan
-$310M
4
AL
AJO LP
Pennsylvania
-$218M
5
Ameriprise
Ameriprise
Minnesota
-$130M
Name Holding Trade Value Shares
Change 		Change in
Stake
THWM
1001
Taylor Hoffman Wealth Management
Virginia
$7K – – –
CFD
1002
Creative Financial Designs
Indiana
$7K +$49 +1 +0.7%
WWM
1003
Willingdon Wealth Management
North Carolina
$7K +$6.93K +142 New
CAC
1004
Certified Advisory Corp
Florida
$6K – – –
IF
1005
Ironwood Financial
Arizona
$6K – – –
TC
1006
Truvestments Capital
Florida
$6K +$6.64K +136 New
CLOS
1007
Compagnie Lombard Odier SCmA
Switzerland
$5K -$131K -2,680 -96%
GWS
1008
Glassman Wealth Services
Virginia
$5K -$1.76K -36 -24%
AIL
1009
AGF Investments LLC
Ontario, Canada
$5K – – –
FMTCOCP
1010
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K – – –
GCM
1011
Gables Capital Management
Florida
$5K – – –
LWA
1012
Lowe Wealth Advisors
Maryland
$5K – – –
NC
1013
NewSquare Capital
Pennsylvania
$5K – – –
TSW
1014
Thompson Siegel & Walmsley
Virginia
$5K – – –
SJIM
1015
St. Johns Investment Management
Florida
$5K +$49 +1 +0.9%
BCI
1016
Brinker Capital Investments
Pennsylvania
$5K +$4.98K +102 New
MFT
1017
Moisand Fitzgerald Tamayo
Florida
$4K – – –
AC
1018
Avestar Capital
New York
$3K -$49 -1 -1%
CCMW
1019
Cypress Capital Management (Wyoming)
Wyoming
$3K – – –
PMFA
1020
Plante Moran Financial Advisors
Michigan
$3K – – –
PI
1021
Parkside Investments
Illinois
$3K +$3.71K +76 New
TNBTD
1022
Trustmark National Bank Trust Department
Mississippi
$2K +$1.76K +36 New
SIM
1023
Sonora Investment Management
Arizona
$2K +$1.9K +39 New
JCM
1024
Jacobi Capital Management
Pennsylvania
$2K +$1.95K +40 New
BA
1025
Ballew Advisors
Mississippi
$2K +$2.73K +56 New
39 40
41
42 43

MS Hedge Fund Activity: Q3 2018 in Review

1,035 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q3 2018, worth a combined $68.9B — down 2.2% from $70.5B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new MS positions and 81 closed out — a net gain of 10 holders — while 373 added to existing stakes and 394 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $798M. The largest seller was Fidelity Investments, cutting an estimated $641M.

  • 1,035 institutional investors held Morgan Stanley (MS) as of Q3 2018, up from 1,033 in Q2 2018.
  • Funds reported $68.9B of Morgan Stanley stock for Q3 2018, down 2.2% quarter-over-quarter.
  • 91 funds opened new Morgan Stanley positions in Q3 2018 and 81 closed out, a net change of +10 holders.
  • The largest Morgan Stanley buyer in Q3 2018 was Citadel Advisors, an estimated $798M added.
  • The largest Morgan Stanley seller in Q3 2018 was Fidelity Investments, an estimated $641M sold.

Based on aggregated 13F filings for Q3 2018.