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Morgan Stanley
MS

Overview Fund Activity

1,038 hedge funds and large institutions have $60.4B invested in Morgan Stanley in 2019 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 361 increasing their positions, 410 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,038
Holders Change
-5
Holders Change %
-0.48%
% of All Funds
22.5%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.39%
New
103
Increased
361
Reduced
410
Closed
98
Calls
$995M
Puts
$1.89B
Net Calls
-$893M
Net Calls Change
-$25.2M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$522M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.28B
3
TCIM
3
TIAA CREF Investment Management
New York
$461M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$390M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$95.9M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.58B
2
Mitsubishi UFJ Financial Group
2
Mitsubishi UFJ Financial Group
Japan
$17.1B
3
BlackRock
3
BlackRock
New York
$4.18B
4
State Street
4
State Street
Massachusetts
$5.29B
5
Ninety One (UK)
5
Ninety One (UK)
United Kingdom
$47.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC World Market
226
CIBC World Market
Ontario, Canada
$10.9M -$10.1M -240,510 -48%
Public Employees Retirement Association of Colorado
227
Public Employees Retirement Association of Colorado
Colorado
$10.7M +$588K +13,941 +6%
TPSF
228
Texas Permanent School Fund
Texas
$10.7M -$435K -10,302 -4%
HIMC
229
Heritage Investors Management Corp
Maryland
$10.4M +$113K +2,670 +1%
Rafferty Asset Management
230
Rafferty Asset Management
New York
$10.4M +$1.46M +34,545 +16%
BCIM
231
British Columbia Investment Management
British Columbia, Canada
$10.2M -$5.49M -130,066 -35%
URS
232
Utah Retirement Systems
Utah
$10.2M +$552K +13,076 +6%
BCMNY
233
Buckingham Capital Management (New York)
New York
$10.1M -$633K -15,000 -6%
LCM
234
LVM Capital Management
Michigan
$10M +$203K +4,800 +2%
MSL
235
Mackay Shields LLC
New York
$9.88M +$371K +8,782 +4%
XK
236
Xact Kapitalforvaltning
Sweden
$9.84M +$613K +14,535 +7%
AIM
237
Achmea Investment Management
Netherlands
$9.69M -$143K -3,385 -1%
TU
238
TDAM USA
Ontario, Canada
$9.6M +$667K +15,795 +7%
VRS
239
Virginia Retirement Systems
Virginia
$9.53M – – –
BNP Paribas Asset Management
240
BNP Paribas Asset Management
France
$9.5M +$8.03M +190,169 +545%
Nomura Asset Management
241
Nomura Asset Management
Japan
$9.45M +$169K +4,010 +2%
MSV
242
MN Services Vermogensbeheer
Netherlands
$9.37M – – –
BCAM
243
Boston Common Asset Management
Massachusetts
$9.22M +$1.24M +29,408 +16%
Squarepoint
244
Squarepoint
New York
$9.2M -$4.45M -105,411 -33%
PHAM
245
Pacific Heights Asset Management
California
$9.07M – – –
MI
246
Markston International
New York
$9M +$328K +7,770 +4%
VIA
247
Vantis Investment Advisers
Florida
$8.93M -$2.12M -50,300 -19%
US Bancorp
248
US Bancorp
Minnesota
$8.72M -$248K -5,870 -3%
JPMIA
249
J.P. Marvel Investment Advisors
Massachusetts
$8.7M -$6.33K -150 -0.1%
BIM
250
Bridgecreek Investment Management
Oklahoma
$8.65M -$25.5K -605 -0.3%
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