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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 %
LFG
1001
LifePlan Financial Group
Ohio
$6K – – –
AAP
1002
Arax Advisory Partners
Colorado
$6K – – –
TC
1003
Trust Company
Kansas
$6K – – –
FPB
1004
First PREMIER Bank
South Dakota
$6K – – –
NL
1005
NVWM LLC
Pennsylvania
$6K – – –
BL
1006
Balentine LLC
Georgia
$6K +$6K +141 New
PHK
1007
Point72 Hong Kong
Hong Kong
$6K +$6K +148 New
WEC
1008
Winslow Evans & Crocker
Massachusetts
$6K +$6K +150 New
SQA
1009
Simon Quick Advisors
New Jersey
$6K +$6K +161 New
IF
1010
Ironwood Financial
Arizona
$5K – – –
CAC
1011
Certified Advisory Corp
Florida
$5K – – –
SJIM
1012
St. Johns Investment Management
Florida
$5K +$43 +1 +0.9%
PVH
1013
Psagot Value Holdings
Israel
$4K -$44K -990 -92%
TCM
1014
Tradewinds Capital Management
Washington
$4K -$7.06K -194 -64%
FMTCOCP
1015
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4K – – –
GCM
1016
Gables Capital Management
Florida
$4K – – –
GWS
1017
Glassman Wealth Services
Virginia
$4K – – –
BCI
1018
Brinker Capital Investments
Pennsylvania
$4K – – –
TSW
1019
Thompson Siegel & Walmsley
Virginia
$4K – – –
NC
1020
NewSquare Capital
Pennsylvania
$4K – – –
LWA
1021
Lowe Wealth Advisors
Maryland
$4K – – –
MFT
1022
Moisand Fitzgerald Tamayo
Florida
$3K – – –
MSA
1023
Marino Stram & Associates
Massachusetts
$3K +$2.42K +58 +414%
CTB
1024
Country Trust Bank
Illinois
$3K +$3K +64 New
LC
1025
Lavaca Capital
Texas
$3K +$3K +87 New
39 40
41
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