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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 %
GCC
1126
Game Creek Capital
Massachusetts
– -$221K -4,750 Closed
BBWA
1127
Bell & Brown Wealth Advisors
California
– -$213K -4,665 Closed
BW
1128
Bison Wealth
Georgia
– -$215K -4,615 Closed
GCA
1129
Gradient Capital Advisors
California
– -$213K -4,584 Closed
EWA
1130
EP Wealth Advisors
California
– -$212K -4,552 Closed
MCM
1131
Marathon Capital Management
Maryland
– -$211K -4,550 Closed
MWPCG
1132
Measured Wealth Private Client Group
New Hampshire
– -$212K -4,536 Closed
HCM
1133
Hodges Capital Management
Texas
– -$210K -4,500 Closed
HH
1134
Hilltop Holdings
Texas
– -$209K -4,488 Closed
TTWM
1135
TCV Trust & Wealth Management
Virginia
– -$208K -4,468 Closed
GIA
1136
GHP Investment Advisors
Colorado
– -$205K -4,393 Closed
CHA
1137
Cedar Hill Associates
Illinois
– -$204K -4,391 Closed
LIC
1138
Lodestar Investment Counsel
Illinois
– -$202K -4,347 Closed
APP
1139
Avantax Planning Partners
Iowa
– -$157K -3,365 Closed
RMAM
1140
Raab & Moskowitz Asset Management
New Jersey
– -$131K -2,818 Closed
HFM
1141
Harvest Fund Management
China
– -$131K -2,815 Closed
GP
1142
Girard Partners
Pennsylvania
– -$115K -2,484 Closed
KF
1143
Krilogy Financial
Missouri
– -$106K -2,276 Closed
IGGA
1144
Iron Gate Global Advisors
Utah
– -$94K -2,146 Closed
WA
1145
WP Advisors
California
– -$85K -1,831 Closed
CPIG
1146
Chicago Partners Investment Group
Illinois
– -$66K -1,500 Closed
HDIM
1147
Hanson & Doremus Investment Management
Vermont
– -$69K -1,475 Closed
SAM
1148
Security Asset Management
New York
– -$61K -1,320 Closed
TPWA
1149
TRUE Private Wealth Advisors
Oregon
– -$48.8K -1,048 Closed
DWA
1150
Divergent Wealth Advisors
Utah
– -$47K -1,000 Closed
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