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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 %
CPA
1026
Cowen Prime Advisors
New York
$1K 18 – –
LWA
1027
Lenox Wealth Advisors
New York
$1K 27 +27 New
NA
1028
NewEdge Advisors
Louisiana
$463 9,699 -948 -9%
FRA
1029
Front Row Advisors
California
$58 1,127 – –
AIL
1030
AGF Investments LLC
Ontario, Canada
$5 99 +99 New
MCM
1031
Moore Capital Management
New York
– – -1,396,000 Closed
SC
1032
Samlyn Capital
New York
– – -1,223,746 Closed
DP
1033
DSAM Partners
United Kingdom
– – -719,123 Closed
BCM
1034
Barometer Capital Management
Ontario, Canada
– – -483,392 Closed
JCM
1035
Jag Capital Management
Missouri
– – -299,188 Closed
BIC
1036
Beach Investment Counsel
Pennsylvania
– – -246,060 Closed
Hudson Bay Capital Management
1037
Hudson Bay Capital Management
Connecticut
– – -232,873 Closed
CPC
1038
Cookson Peirce & Co
Pennsylvania
– – -146,950 Closed
ARTA
1039
A.R.T. Advisors
New York
– – -119,500 Closed
SFI
1040
Susquehanna Fundamental Investments
Pennsylvania
– – -116,900 Closed
Balyasny Asset Management
1041
Balyasny Asset Management
Illinois
– – -99,801 Closed
JCM
1042
Jafra Capital Management
New York
– – -75,000 Closed
LMIM
1043
Lockheed Martin Investment Management
Maryland
– – -74,000 Closed
CIC
1044
Chase Investment Counsel
Virginia
– – -56,958 Closed
TH
1045
Timber Hill
Connecticut
– – -50,858 Closed
LG
1046
Leuthold Group
Minnesota
– – -50,457 Closed
TAM
1047
Telemark Asset Management
Massachusetts
– – -50,000 Closed
AC
1048
Ascend Capital
California
– – -49,347 Closed
EAM
1049
Eagle Asset Management
Florida
– – -36,134 Closed
TI
1050
Trexquant Investment
Connecticut
– – -34,441 Closed
40 41
42
43 44