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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 %
HPWM
1076
Highland Private Wealth Management
Washington
– – -8,629 Closed
WC
1077
Wexford Capital
Florida
– – -8,280 Closed
BFM
1078
Boothbay Fund Management
New York
– – -7,594 Closed
SM
1079
Sciencast Management
New Jersey
– – -7,590 Closed
WIC
1080
Woodmont Investment Counsel
Tennessee
– – -7,234 Closed
HF
1081
HRT Financial
New York
– – -6,975 Closed
WPP
1082
Whalerock Point Partners
Rhode Island
– – -6,000 Closed
TAM
1083
Tiverton Asset Management
Delaware
– – -5,893 Closed
CG
1084
Caprock Group
Idaho
– – -4,499 Closed
RIA
1085
Regal Investment Advisors
Michigan
– – -4,478 Closed
Cerity Partners
1086
Cerity Partners
New York
– – -4,377 Closed
JIM
1087
Jupiter Investment Management
United Kingdom
– – -4,300 Closed
NCM
1088
Noesis Capital Mangement
Florida
– – -4,259 Closed
PWPS
1089
Pinnacle Wealth Planning Services
Ohio
– – -4,210 Closed
CC
1090
Cadinha & Co
Hawaii
– – -4,200 Closed
III
1091
Independent Investors Inc
New York
– – -4,150 Closed
SRC
1092
Shufro Rose & Co
New York
– – -4,100 Closed
BAM
1093
Brave Asset Management
New Jersey
– – -4,100 Closed
GQG Partners
1094
GQG Partners
Florida
– – -4,040 Closed
BMO
1095
Beck Mack & Oliver
New York
– – -4,030 Closed
GIA
1096
Granite Investment Advisors
New Hampshire
– – -4,029 Closed
HA
1097
Harbor Advisors
Florida
– – -4,000 Closed
SFG
1098
Sather Financial Group
Texas
– – -4,000 Closed
QOP
1099
Quinn Opportunity Partners
Virginia
– – -4,000 Closed
TNAM
1100
Terra Nova Asset Management
New York
– – -3,900 Closed
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