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

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.58B
2
Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group
Japan
$17.1B
3
BlackRock
BlackRock
New York
$4.18B
4
State Street
State Street
Massachusetts
$5.29B
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
$47.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
251
Springhouse Capital Management
Connecticut
$8.59M – – –
Skandinaviska Enskilda Banken (SEB)
252
Skandinaviska Enskilda Banken (SEB)
Sweden
$8.4M +$83.9K +1,988 +1%
AIMCA
253
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$8.39M +$46.4K +1,100 +0.6%
FWCM
254
Ferguson Wellman Capital Management
Oregon
$8.38M +$1.02M +24,089 +14%
NMIMC
255
Northwestern Mutual Investment Management Company
Wisconsin
$8.33M -$17.3K -410 -0.2%
MNBTD
256
Moody National Bank Trust Division
Texas
$7.85M -$3.17K -75 -0%
HIMCH
257
Hartford Investment Management Co (HIMCO)
Connecticut
$7.85M +$680K +16,120 +9%
MSA
258
Mason Street Advisors
Wisconsin
$7.82M +$40.5K +960 +0.5%
MLICM
259
Metropolitan Life Insurance Company (MetLife)
New York
$7.67M -$250K -5,925 -3%
CCP
260
Clough Capital Partners
Massachusetts
$7.66M +$6.94M +164,467 +971%
6M
261
6 Meridian
Kansas
$7.64M +$7.64M +180,996 New
ANI
262
American National Insurance
Texas
$7.63M – – –
AIA
263
Affinity Investment Advisors
California
$7.57M -$2.74M -65,023 -27%
PA
264
Pinnacle Associates
New York
$7.56M +$151K +3,581 +2%
GMI
265
Greystone Managed Investments
Saskatchewan, Canada
$7.44M -$484K -11,480 -6%
BPB
266
Badgley, Phelps & Bell
Washington
$7.39M -$529K -12,540 -7%
LPL Financial
267
LPL Financial
California
$7.39M -$135K -3,196 -2%
WBC
268
Westpac Banking Corp
Australia
$7.39M +$3.74M +88,639 +103%
GI
269
Gradient Investments
Minnesota
$7.32M -$852K -20,199 -10%
Mitsubishi UFJ Asset Management
270
Mitsubishi UFJ Asset Management
Japan
$7.3M +$387K +9,178 +6%
SAM
271
Shell Asset Management
Netherlands
$7.25M +$3.16M +74,974 +77%
DnB Asset Management
272
DnB Asset Management
Norway
$7.23M -$542K -12,850 -7%
HC
273
Hourglass Capital
Texas
$7.18M -$460K -10,903 -6%
SVC
274
Strycker View Capital
New York
$7.17M +$7.17M +170,000 New
M&T Bank
275
M&T Bank
New York
$7.1M -$445K -10,552 -6%
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