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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 %
CWM
1026
Cranbrook Wealth Management
Michigan
$1K 18 – –
CPA
1027
Cowen Prime Advisors
New York
$1K 18 – –
SIS
1028
Sound Income Strategies
Florida
$1K 19 – –
CIR
1029
Clear Investment Research
Georgia
$1K 15 +15 New
CF
1030
Centaurus Financial
California
$903 19 -18,841 -100%
FRA
1031
Front Row Advisors
California
$49 1,127 – –
ECU
1032
Egerton Capital (UK)
United Kingdom
– – -2,628,323 Closed
CGM
1033
Capital Growth Management
Massachusetts
– – -2,500,000 Closed
CIM
1034
Chiron Investment Management
New York
– – -1,113,600 Closed
LCM
1035
Laurion Capital Management
New York
– – -730,099 Closed
JCM
1036
Junto Capital Management
New York
– – -493,234 Closed
CL
1037
Chubb Ltd
Switzerland
– – -490,472 Closed
QC
1038
Quadrature Capital
United Kingdom
– – -433,917 Closed
SSA
1039
Schonfeld Strategic Advisors
New York
– – -261,764 Closed
SCM
1040
Suffolk Capital Management
New York
– – -258,189 Closed
NP
1041
NS Partners
United Kingdom
– – -239,209 Closed
SCM
1042
Sterling Capital Management
North Carolina
– – -220,422 Closed
RAG
1043
Roof Advisory Group
Pennsylvania
– – -147,094 Closed
JAM
1044
Jupiter Asset Management
United Kingdom
– – -118,357 Closed
SRAM
1045
Stone Ridge Asset Management
New York
– – -100,001 Closed
KC
1046
Kepos Capital
New York
– – -96,072 Closed
LOAMU
1047
Lombard Odier Asset Management (USA)
New York
– – -83,810 Closed
CM
1048
Crestline Management
Texas
– – -81,744 Closed
JCP
1049
Jabre Capital Partners
Switzerland
– – -80,000 Closed
ACPU
1050
Arrowgrass Capital Partners (US)
Delaware
– – -68,754 Closed
40 41
42
43 44