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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 %
TAM
1051
Taurus Asset Management
New York
– -$7.95M -170,670 Closed
Hudson Bay Capital Management
1052
Hudson Bay Capital Management
Connecticut
– -$7.9M -169,608 Closed
KPF
1053
K2 Principal Fund
Ontario, Canada
– -$6.99M -150,000 Closed
CWM
1054
Cornerstone Wealth Management
Missouri
– -$2.66M -131,103 Closed
LSA
1055
L & S Advisors
California
– -$5.69M -122,110 Closed
Simplex Trading
1056
Simplex Trading
Illinois
– -$5.23M -112,287 Closed
UOC
1057
UBS O'Connor
Illinois
– -$4.94M -106,000 Closed
NC
1058
Northpointe Capital
Michigan
– -$4.15M -89,157 Closed
BAPIM
1059
British Airways Pensions Investment Management
United Kingdom
– -$4.07M -87,441 Closed
FG
1060
FSI Group
Ohio
– -$3.73M -80,000 Closed
BHA
1061
Beech Hill Advisors
New York
– -$3.64M -78,246 Closed
TEE
1062
Tibra Equities Europe
United Kingdom
– -$3.56M -76,540 Closed
IWA
1063
IBEX Wealth Advisors
New Jersey
– -$3.51M -75,323 Closed
Pacer Advisors
1064
Pacer Advisors
Pennsylvania
– -$3.31M -71,085 Closed
SAS
1065
Stelac Advisory Services
New York
– -$2.89M -62,000 Closed
BCM
1066
BlueCrest Capital Management
Jersey
– -$2.86M -61,428 Closed
LMGAM
1067
Liberty Mutual Group Asset Management
Massachusetts
– -$2.54M -54,486 Closed
EAM
1068
Exane Asset Management
France
– -$2.38M -51,063 Closed
GECH
1069
Garnet Equity Capital Holdings
New York
– -$2.33M -50,000 Closed
AI
1070
Axiom Investors
Connecticut
– -$2.22M -47,630 Closed
EGM
1071
Engineers Gate Manager
New York
– -$2M -43,001 Closed
TI
1072
Trexquant Investment
Connecticut
– -$1.84M -39,513 Closed
EP
1073
Edgestream Partners
New Jersey
– -$1.72M -36,914 Closed
AG
1074
AlphaSimPlex Group
Massachusetts
– -$1.67M -35,846 Closed
CM
1075
Caption Management
Oklahoma
– -$1.54M -33,000 Closed
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