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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 %
HPC
1101
HM Payson & Co
Maine
– -$321K -6,887 Closed
CWM
1102
Chesapeake Wealth Management
Virginia
– -$307K -6,593 Closed
HB
1103
Homrich & Berg
Georgia
– -$298K -6,404 Closed
AWA
1104
Arete Wealth Advisors
Illinois
– -$296K -6,350 Closed
BBP
1105
Banco BTG Pactual
Brazil
– -$290K -6,229 Closed
JT
1106
Jump Trading
Illinois
– -$283K -6,067 Closed
NJBEST
1107
New Jersey Better Educational Savings Trust
New Jersey
– -$279K -6,000 Closed
ICA
1108
Infrastructure Capital Advisors
New York
– -$279K -6,000 Closed
KWM
1109
Kingsview Wealth Management
Oregon
– -$264K -5,664 Closed
IA
1110
IFG Advisory
Georgia
– -$259K -5,580 Closed
SFA
1111
Sequoia Financial Advisors
Ohio
– -$250K -5,368 Closed
IWM
1112
IHT Wealth Management
Illinois
– -$249K -5,355 Closed
BSA
1113
Braun Stacey Associates
New York
– -$246K -5,275 Closed
BAM
1114
Berkshire Asset Management
Pennsylvania
– -$241K -5,174 Closed
LPC
1115
Loeb Partners Corp
New York
– -$238K -5,100 Closed
RWA
1116
Redhawk Wealth Advisors
Minnesota
– -$237K -5,088 Closed
AAM
1117
American Asset Management
Florida
– -$233K -5,000 Closed
WP
1118
WMS Partners
Maryland
– -$232K -4,974 Closed
JIP
1119
Jaffetilchin Investment Partners
Florida
– -$230K -4,934 Closed
SFP
1120
Shepherd Financial Partners
Massachusetts
– -$233K -4,931 Closed
AT
1121
Arden Trust
Delaware
– -$228K -4,890 Closed
DCM
1122
Dynamic Capital Management
Jersey
– -$226K -4,855 Closed
DWA
1123
Douglass Winthrop Advisors
New York
– -$222K -4,766 Closed
IWP
1124
Icon Wealth Partners
Texas
– -$221K -4,755 Closed
RIA
1125
Regal Investment Advisors
Michigan
– -$221K -4,754 Closed
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