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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 %
WCM
151
Wedge Capital Management
North Carolina
$24.9M -$734K -18,514 -3%
MCM
152
Maltese Capital Management
New York
$24.8M +$2.18M +55,000 +10%
Neuberger Berman Group
153
Neuberger Berman Group
New York
$24M -$19M -479,157 -44%
Natixis Advisors
154
Natixis Advisors
Massachusetts
$23.9M -$423K -10,656 -2%
PR
155
Payden & Rygel
California
$23.5M +$23.5M +592,600 New
HIIFS
156
Harel Insurance Investments & Financial Services
Israel
$23.4M +$159K +4,000 +0.7%
SEI Investments
157
SEI Investments
Pennsylvania
$22.6M +$828K +17,957 +4%
PP
158
PDT Partners
New York
$22.6M – – –
Royal London Asset Management
159
Royal London Asset Management
United Kingdom
$22M +$1.16M +29,404 +6%
RJA
160
Raymond James & Associates
Florida
$21.9M -$163K -4,111 -0.7%
Aviva
161
Aviva
United Kingdom
$21.8M -$4.85M -122,265 -18%
Mirae Asset Global Investments
162
Mirae Asset Global Investments
South Korea
$20.9M -$348K -8,775 -2%
DZ Bank
163
DZ Bank
Germany
$20.2M -$24.8M -629,763 -55%
EARNEST Partners
164
EARNEST Partners
Georgia
$20M -$8.37K -211 -0%
Boston Partners
165
Boston Partners
Massachusetts
$19.8M -$88.1M -2,222,856 -82%
CIBC World Market
166
CIBC World Market
Ontario, Canada
$19.7M +$3.54M +89,284 +22%
FIM
167
Foresters Investment Management
New York
$19.7M +$1.62M +40,900 +9%
Comerica Bank
168
Comerica Bank
Texas
$19.5M +$9.03M +212,606 +86%
KeyBank National Association
169
KeyBank National Association
Ohio
$19.4M -$1.15M -29,090 -6%
QOP
170
Quinn Opportunity Partners
Virginia
$18.8M +$18.8M +474,000 New
Twin Tree Management
171
Twin Tree Management
Texas
$18.4M +$14M +353,105 +316%
Mariner
172
Mariner
Kansas
$18.2M +$15.8M +399,205 +657%
Federated Hermes
173
Federated Hermes
Pennsylvania
$18.1M -$531K -13,382 -3%
AIG
174
American International Group
New York
$17.6M -$535K -13,498 -3%
SCM
175
SKBA Capital Management
California
$17.4M +$1.96M +49,500 +13%
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