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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 %
CIM
1101
Contravisory Investment Management
Massachusetts
– – -288 Closed
JAM
1102
Jolley Asset Management
North Carolina
– – -250 Closed
TAM
1103
Trust Asset Management
Texas
– – -230 Closed
AIS
1104
Accurate Investment Solutions
Pennsylvania
– – -210 Closed
MCA
1105
Mercer Capital Advisers
New Jersey
– – -200 Closed
HS
1106
Horan Securities
United States
– – -200 Closed
BCA
1107
Bay Colony Advisors
Massachusetts
– – -100 Closed
CPA
1108
Clear Perspective Advisors
Illinois
– – -100 Closed
CFC
1109
Coyle Financial Counsel
Illinois
– – -84 Closed
IAS
1110
IMA Advisory Services
Colorado
– – -76 Closed
SWP
1111
Strategic Wealth Partners
Ohio
– – -51 Closed
BCP
1112
Blackhawk Capital Partners
Wisconsin
– – -35 Closed
LWA
1113
Lenox Wealth Advisors
New York
– – -27 Closed
HT
1114
Heritage Trust
Oklahoma
$0 7 – –
RCG
1115
Ruggie Capital Group
Florida
$0 6 – –
PCFFS
1116
Pacific Center for Financial Services
California
$0 4 – –
TPMI
1117
Tilden Park Management I
New York
– – – –
TCP
1118
Tourbillon Capital Partners
New York
– – – –
GPCM
1119
Granite Point Capital Management
Massachusetts
– – – –
ACM
1120
Advent Capital Management
New York
– – – –
XS
1121
XR Securities
Illinois
– – – –
MCM
1122
Masters Capital Management
Georgia
– – – –
AG
1123
Artal Group
Luxembourg
– – – –
TCA
1124
Teewinot Capital Advisers
New York
– – – –
MCA
1125
Mendon Capital Advisors
Florida
– – – –
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