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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
$1.04B
2
Franklin Resources
Franklin Resources
California
$301M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$255M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$606M
5
Prudential Financial
Prudential Financial
New Jersey
$216M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$313M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$960M
3
Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group
Japan
$16.3B
4
Deutsche Bank
Deutsche Bank
Germany
$143M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.75B
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
1026
Sonora Investment Management
Arizona
$2K – – –
PMFA
1027
Plante Moran Financial Advisors
Michigan
$2K – – –
CCMW
1028
Cypress Capital Management (Wyoming)
Wyoming
$2K – – –
JCM
1029
Jacobi Capital Management
Pennsylvania
$2K – – –
WDL
1030
Well Done LLC
Michigan
$2K +$2K +43 New
CC
1031
Claybrook Capital
Massachusetts
$2K +$2K +43 New
GT
1032
Glenmede Trust
Pennsylvania
$1.17K -$383 -9,670 -25%
CAM
1033
ClariVest Asset Management
California
$1K -$105K -3,034 -99%
SIS
1034
Sound Income Strategies
Florida
$1K – – –
CPA
1035
Cowen Prime Advisors
New York
$1K – – –
CWM
1036
Cranbrook Wealth Management
Michigan
$1K – – –
CIR
1037
Clear Investment Research
Georgia
$1K – – –
TNBTD
1038
Trustmark National Bank Trust Department
Mississippi
$1K – – –
APW
1039
Acima Private Wealth
Virginia
$1K +$1K +26 New
NA
1040
NewEdge Advisors
Louisiana
$416 -$16 -402 -4%
CF
1041
Centaurus Financial
California
$14 +$14 +517 +2,721%
Renaissance Technologies
1042
Renaissance Technologies
New York
– -$217M -4,654,200 Closed
Capital Fund Management (CFM)
1043
Capital Fund Management (CFM)
France
– -$44.5M -954,595 Closed
AIA
1044
Avalon Investment & Advisory
Texas
– -$23.7M -509,969 Closed
SEC
1045
Seven Eight Capital
New York
– -$16.8M -360,501 Closed
CHCM
1046
Columbus Hill Capital Management
New Jersey
– -$16.2M -348,000 Closed
HCM
1047
Highbridge Capital Management
New York
– -$12.7M -271,619 Closed
PCM
1048
Prana Capital Management
Connecticut
– -$11.1M -237,358 Closed
EGA
1049
Eagle Global Advisors
Texas
– -$11M -235,789 Closed
BVDMP
1050
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
– -$8.15M -175,000 Closed
40 41
42
43 44