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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 %
WPIC
326
White Pine Investment Company
Michigan
$4.29M +$29.2K +691 +0.7%
Carson Wealth (CWM LLC)
327
Carson Wealth (CWM LLC)
Nebraska
$4.25M +$4.17M +45,532 +5,699%
HHMI
328
Howard Hughes Medical Institute
Maryland
$4.22M – – –
CIM
329
Cambria Investment Management
California
$4.19M +$175K +4,142 +4%
HA
330
H2O AM
United Kingdom
$4.13M -$937K -22,208 -18%
DY
331
Dowling & Yahnke
California
$4.13M -$170K -4,030 -4%
BOTW
332
Bank of the West
California
$4.11M +$517K +12,242 +14%
DA
333
Duality Advisers
Florida
$4.08M +$1.67M +39,630 +70%
AAF
334
Andra AP-fonden
Sweden
$4.05M +$4.05M +96,000 New
LMIM
335
Lockheed Martin Investment Management
Maryland
$4.05M +$3.45M +81,700 +575%
QT
336
Quantbot Technologies
New York
$4.02M -$874K -20,706 -18%
HCM
337
Harvey Capital Management
Florida
$3.95M +$3.95M +93,540 New
RCM
338
Riverhead Capital Management
Delaware
$3.94M +$2.18M +51,693 +124%
EAM
339
Erste Asset Management
Austria
$3.93M +$1.4M +33,170 +55%
KOCAA
340
Knights of Columbus Asset Advisors
Connecticut
$3.92M +$241K +5,700 +7%
CIC
341
Cornercap Investment Counsel
Georgia
$3.9M +$19.4K +460 +0.5%
PMAM
342
Picton Mahoney Asset Management
Ontario, Canada
$3.81M -$4.05M -95,962 -52%
SFM
343
Signet Financial Management
New Jersey
$3.81M +$263K +5,507 +7%
RBA
344
Richard Bernstein Advisors
New York
$3.77M – – –
AHB
345
Abner Herrman & Brock
New Jersey
$3.74M -$1.18M -27,924 -24%
William Blair & Company
346
William Blair & Company
Illinois
$3.72M +$165K +3,904 +5%
JWBC
347
J.W. Burns & Co
New York
$3.72M +$84.2K +1,995 +2%
II
348
IFM Investors
Australia
$3.69M +$449K +10,648 +14%
AIC
349
Argus Investors Counsel
New York
$3.66M -$112K -2,659 -3%
FCBT
350
First Citizens Bank & Trust
North Carolina
$3.63M +$1.95M +46,118 +115%
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