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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 %
BA
1051
Bridgewater Associates
Connecticut
– – -68,423 Closed
UFF
1052
USA Financial Formulas
Michigan
– – -66,320 Closed
ECM
1053
Element Capital Management
New York
– – -64,531 Closed
MC
1054
MRJ Capital
New York
– – -55,039 Closed
ZDA
1055
Zweig-DiMenna Associates
New York
– – -54,910 Closed
GCA
1056
Greenwood Capital Associates
South Carolina
– – -54,501 Closed
MLL
1057
Moody Lynn & Lieberson
Massachusetts
– – -50,876 Closed
Loomis, Sayles & Company
1058
Loomis, Sayles & Company
Massachusetts
– – -48,199 Closed
PFT
1059
Providence First Trust
Arizona
– – -34,591 Closed
CWP
1060
Capital Wealth Planning
Florida
– – -32,050 Closed
SCC
1061
Spring Creek Capital
Kansas
– – -30,531 Closed
WMSA
1062
Weiss Multi-Strategy Advisers
New York
– – -30,000 Closed
KAS
1063
Kemnay Advisory Services
New York
– – -24,941 Closed
CA
1064
Cynosure Advisors
Utah
– – -22,301 Closed
BCM
1065
Beck Capital Management
Texas
– – -20,872 Closed
OAM
1066
Oxford Asset Management
United Kingdom
– – -16,612 Closed
PG
1067
Pendal Group
Australia
– – -15,878 Closed
QSS
1068
Quantitative Systematic Strategies
Florida
– – -15,313 Closed
FRM
1069
Fox Run Management
Connecticut
– – -12,957 Closed
QAM
1070
Quantres Asset Management
Cayman Islands
– – -12,100 Closed
MA
1071
MANA Advisors
New York
– – -9,762 Closed
RP
1072
Reinhart Partners
Wisconsin
– – -8,495 Closed
VCA
1073
Verdence Capital Advisors
Maryland
– – -8,111 Closed
BA
1074
BKS Advisors
Michigan
– – -7,200 Closed
LSAG
1075
Lake Street Advisors Group
New Hampshire
– – -6,368 Closed
41 42
43
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