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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 %
MMA
1076
Miracle Mile Advisors
California
– -$1.44M -31,000 Closed
NMC
1077
Nine Masts Capital
Hong Kong
– -$1.27M -27,175 Closed
DTL
1078
Dynamic Technology Lab
Singapore
– -$1.24M -26,567 Closed
SAM
1079
Silphium Asset Management
United Kingdom
– -$1.16M -25,000 Closed
HT
1080
HAP Trading
New York
– -$1.14M -24,379 Closed
CPIM
1081
Columbia Partners Investment Management
Virginia
– -$1.06M -22,778 Closed
SM
1082
Sciencast Management
New Jersey
– -$931K -20,847 Closed
RCP
1083
Rothschild Capital Partners
New York
– -$967K -20,762 Closed
LP
1084
LMR Partners
United Kingdom
– -$952K -20,440 Closed
CCIA
1085
Campbell & Co Investment Adviser
Maryland
– -$796K -17,100 Closed
IFWM
1086
Institute for Wealth Management
Colorado
– -$722K -15,033 Closed
TCM
1087
Teza Capital Management
Illinois
– -$690K -14,814 Closed
CPO
1088
Cerity Partners OCIO
New York
– -$685K -14,704 Closed
MIFH
1089
Migdal Insurance & Financial Holdings
Israel
– -$661K -14,185 Closed
PTC
1090
Private Trust Company
Ohio
– -$652K -14,019 Closed
VF
1091
Virtu Financial
New York
– -$647K -13,892 Closed
ST
1092
Sentinel Trust
Texas
– -$606K -13,030 Closed
FIM
1093
Freedom Investment Management
Connecticut
– -$632K -12,966 Closed
LWAC
1094
Laurel Wealth Advisors (California)
California
– -$560K -12,028 Closed
SC
1095
SRB Corp
Massachusetts
– -$503K -10,805 Closed
AAMU
1096
AEGON Asset Management (UK)
United Kingdom
– -$468K -10,051 Closed
LCM
1097
Leisure Capital Management
California
– -$408K -8,762 Closed
AFP
1098
Ausdal Financial Partners
Iowa
– -$336K -7,214 Closed
SSG
1099
Summit Securities Group
New York
– -$331K -7,100 Closed
NIMI
1100
Natixis Investment Managers International
France
– -$329K -7,059 Closed
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