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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 %
HMS
1076
Hanseatic Management Services
New Mexico
– – -6,333 Closed
CCMT
1077
CMT Capital Markets Trading
Germany
– – -4,606 Closed
BHBT
1078
Burke & Herbert Bank & Trust
Virginia
– – -4,566 Closed
DWM
1079
Dakota Wealth Management
Florida
– – -4,540 Closed
FDS
1080
First Dallas Securities
Texas
– – -4,400 Closed
WP
1081
WealthPLAN Partners
Nebraska
– – -4,344 Closed
CB
1082
Chemical Bank
Michigan
– – -4,337 Closed
GLA
1083
Good Life Advisors
Pennsylvania
– – -4,313 Closed
VWA
1084
V Wealth Advisors
Kansas
– – -4,293 Closed
EWG
1085
Executive Wealth Group
Washington
– – -4,255 Closed
FIA
1086
FNY Investment Advisers
New York
– – -2,597 Closed
LC
1087
Landaas & Company
Wisconsin
– – -2,512 Closed
GFP
1088
Gryphon Financial Partners
Ohio
– – -2,319 Closed
PFA
1089
Pathway Financial Advisors
Vermont
– – -2,195 Closed
FPS
1090
Fieldpoint Private Securities
Connecticut
– – -2,000 Closed
SQA
1091
Simon Quick Advisors
New Jersey
– – -1,769 Closed
MTCM
1092
Mint Tower Capital Management
Netherlands
– – -1,607 Closed
AA
1093
Apriem Advisors
California
– – -1,572 Closed
FGAM
1094
Financial Gravity Asset Management
Texas
$0 5 -1,229 -100%
ATFA
1095
All Terrain Financial Advisors
Minnesota
– – -1,000 Closed
CDIA
1096
Capital Directions Investment Advisors
Georgia
– – -720 Closed
MBT
1097
Monroe Bank & Trust
Michigan
– – -712 Closed
BL
1098
Balentine LLC
Georgia
– – -470 Closed
WF
1099
WealthTrust Fairport
Ohio
– – -444 Closed
PW
1100
Price Wealth
Texas
– – -294 Closed
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