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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 %
DAM
1101
Doheny Asset Management
California
– – -3,894 Closed
APP
1102
Avantax Planning Partners
Iowa
– – -3,868 Closed
CPP
1103
Crow Point Partners
Massachusetts
– – -3,860 Closed
OWD
1104
Osborn Williams & Donohoe
Ohio
– – -3,832 Closed
KA
1105
KLCM Advisors
Wisconsin
– – -3,817 Closed
CCM
1106
Coldstream Capital Management
Washington
– – -3,794 Closed
RMDI
1107
R.M. Davis Inc
Maine
– – -3,790 Closed
EWA
1108
EP Wealth Advisors
California
– – -3,782 Closed
OMC
1109
Overbrook Management Corp
New York
– – -3,764 Closed
PGA
1110
Premia Global Advisors
Florida
– – -3,626 Closed
ICM
1111
Ionic Capital Management
New York
– – -3,500 Closed
RPG
1112
Risk Paradigm Group
Texas
– – -2,899 Closed
BCM
1113
Basswood Capital Management
New York
– – -2,518 Closed
PWM
1114
Perigon Wealth Management
California
– – -2,089 Closed
WAS
1115
Winch Advisory Services
Wisconsin
– – -1,820 Closed
C
1116
Cerebellum
California
– – -1,228 Closed
IIC
1117
Integrated Investment Consultants
Michigan
– – -1,184 Closed
KF
1118
Krilogy Financial
Missouri
– – -1,002 Closed
HFP
1119
Holistic Financial Partners
Indiana
– – -858 Closed
MCWS
1120
McKinley Carter Wealth Services
West Virginia
– – -671 Closed
ACM
1121
Armbruster Capital Management
New York
– – -624 Closed
FPFS
1122
First Personal Financial Services
North Carolina
– – -500 Closed
AIS
1123
AlphaOne Investment Services
Pennsylvania
– – -341 Closed
TFS
1124
TrustCore Financial Services
Tennessee
– – -265 Closed
FCAG
1125
First Capital Advisors Group
New Jersey
– – -189 Closed
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