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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 %
CGT
1151
Capital Guardian Trust
California
– -$46K -985 Closed
MPIA
1152
Mountain Pacific Investment Advisers
Idaho
– -$44K -940 Closed
AW
1153
Alpha Windward
Massachusetts
– -$43K -920 Closed
SMFG
1154
Sumitomo Mitsui Financial Group
Japan
– -$41K -848 Closed
SCM
1155
Southport Capital Management
Tennessee
– -$37K -785 Closed
CQS
1156
Credential Qtrade Securities
– -$35.6K -764 Closed
ACS
1157
Archford Capital Strategies
Illinois
– -$25K -527 Closed
AOWM
1158
Alpha Omega Wealth Management
Virginia
– -$23K -500 Closed
JFA
1159
JNBA Financial Advisors
Minnesota
– -$23K -500 Closed
MWM
1160
MinichMacGregor Wealth Management
New York
– -$22K -490 Closed
AA
1161
Ancora Advisors
Ohio
– -$21K -452 Closed
LA
1162
Legacy Advisors
Pennsylvania
– -$19K -417 Closed
MA
1163
MUFG Americas
New York
– -$19K -400 Closed
PAMG
1164
Patton Albertson Miller Group
Tennessee
– -$16K -378 Closed
WC
1165
Whitney & Co
New York
– -$16K -353 Closed
OWA
1166
One Wealth Advisors
California
– -$16K -342 Closed
KJWM
1167
Kiley Juergens Wealth Management
Washington
– -$14K -306 Closed
ML
1168
McAdam LLC
Pennsylvania
– -$14K -299 Closed
KIG
1169
Kessler Investment Group
Indiana
– -$11K -242 Closed
BCM
1170
Brasada Capital Management
Texas
– -$10K -207 Closed
AWM
1171
Aevitas Wealth Management
Massachusetts
– -$9K -200 Closed
BWP
1172
Baldwin Wealth Partners
Massachusetts
– -$9K -190 Closed
CFD
1173
Creative Financial Designs
Indiana
– -$7K -152 Closed
WWM
1174
Willingdon Wealth Management
North Carolina
– -$7K -142 Closed
CLOS
1175
Compagnie Lombard Odier SCmA
Switzerland
– -$5K -115 Closed
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