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Morgan Stanley
MS

Overview Fund Activity

1,037 hedge funds and large institutions have $82.4B invested in Morgan Stanley in 2018 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 334 increasing their positions, 426 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,037
Holders Change
-6
Holders Change %
-0.58%
% of All Funds
23.8%
Holding in Top 10
34
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.86%
% of All Funds
0.78%
New
102
Increased
334
Reduced
426
Closed
98
Calls
$596M
Puts
$1.77B
Net Calls
-$1.18B
Net Calls Change
+$799M

Top Buyers

1
UBS AM
UBS AM
Illinois
$387M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$2.37B
3
EVM
Eaton Vance Management
Massachusetts
$281M
4
Deutsche Bank
Deutsche Bank
Germany
$363M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$787M

Top Sellers

1
State Street
State Street
Massachusetts
$7.41B
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$207M
3
HSBC Holdings
HSBC Holdings
United Kingdom
$145M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$5.85B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.57B
Name Holding Trade Value Shares
Change 		Shares
Change %
PL
1101
Parkwood LLC
Ohio
– -$212K -4,036 Closed
VCWA
1102
Vanguard Capital Wealth Advisors
Colorado
– -$207K -3,948 Closed
AIA
1103
Allegis Investment Advisors
Idaho
– -$206K -3,923 Closed
GLA
1104
Great Lakes Advisors
Illinois
– -$206K -3,921 Closed
ACI
1105
Alpha Cubed Investments
California
– -$202K -3,854 Closed
BG
1106
Bahl & Gaynor
Ohio
– -$201K -3,834 Closed
PHK
1107
Point72 Hong Kong
Hong Kong
– -$158K -3,007 Closed
ZB
1108
Zions Bancorporation
Utah
– -$137K -2,604 Closed
LC
1109
Landaas & Company
Wisconsin
– -$132K -2,512 Closed
FDS
1110
First Dallas Securities
Texas
– -$121K -2,300 Closed
RPC
1111
Rossmore Private Capital
Connecticut
– -$83.7K -1,596 Closed
IUHSA
1112
Itau Unibanco Holding S.A.
Brazil
– -$80K -1,520 Closed
BL
1113
Balentine LLC
Georgia
– -$64K -1,215 Closed
LCM
1114
Liberty Capital Management
Michigan
– -$55K -1,000 Closed
FFG
1115
Ford Financial Group
California
– -$47K -900 Closed
GBT
1116
Grove Bank & Trust
Florida
– -$46K -880 Closed
WA
1117
Winfield Associates
Ohio
– -$30K -565 Closed
SPI
1118
Santori & Peters Inc
Pennsylvania
– -$22K -431 Closed
NIT
1119
NumerixS Investment Technologies
British Columbia, Canada
– -$21K -400 Closed
SCA
1120
Stuart Chaussee & Associates
California
– -$20K -384 Closed
OWA
1121
One Wealth Advisors
California
– -$18K -340 Closed
JWA
1122
JFS Wealth Advisors
Pennsylvania
– -$16K -312 Closed
DOA
1123
D'Orazio & Associates
Virginia
– -$10K -196 Closed
FMA
1124
FNY Managed Accounts
New York
– -$9K -173 Closed
PGWM
1125
Parisi Gray Wealth Management
New Jersey
– -$9K -165 Closed
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