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Morgan Stanley
MS

Overview Fund Activity

1,018 hedge funds and large institutions have $62B invested in Morgan Stanley in 2019 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 356 increasing their positions, 403 reducing their positions, and 89 closing their positions.

Holders
1,018
Holders Change
-20
Holders Change %
-1.93%
% of All Funds
22.14%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.39%
New
82
Increased
356
Reduced
403
Closed
89
Calls
$912M
Puts
$1.85B
Net Calls
-$933M
Net Calls Change
-$40.9M

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$726M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$224M
3
AAMU
3
Amundi Asset Management US
Massachusetts
$1.03B
4
SSM
4
Sound Shore Management
Connecticut
$155M
5
EC
5
Eminence Capital
New York
$142M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$794M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$215M
3
Mitsubishi UFJ Financial Group
3
Mitsubishi UFJ Financial Group
Japan
$17.4B
4
Citadel Advisors
4
Citadel Advisors
Florida
$69M
5
State Street
5
State Street
Massachusetts
$5.32B
Name Holding Trade Value Shares
Change 		Shares
Change %
BOTW
326
Bank of the West
California
$4.51M +$243K +5,556 +6%
WPIC
327
White Pine Investment Company
Michigan
$4.49M +$40.3K +919 +0.9%
PMAM
328
Picton Mahoney Asset Management
Ontario, Canada
$4.49M +$530K +12,100 +13%
HHMI
329
Howard Hughes Medical Institute
Maryland
$4.38M – – –
KOCAA
330
Knights of Columbus Asset Advisors
Connecticut
$4.37M +$307K +7,000 +8%
Wolverine Trading
331
Wolverine Trading
Illinois
$4.36M +$942K +21,509 +28%
JG
332
Jefferies Group
New York
$4.35M +$3.67M +83,708 +537%
BMM
333
Buffington Mohr McNeal
Idaho
$4.35M -$275K -6,275 -6%
William Blair & Company
334
William Blair & Company
Illinois
$4.3M +$434K +9,918 +11%
CIM
335
Cambria Investment Management
California
$4.28M -$62.9K -1,435 -1%
WHG
336
Westwood Holdings Group
Texas
$4.28M -$51.8M -1,182,159 -92%
DY
337
Dowling & Yahnke
California
$4.28M -$745 -17 -0%
Carson Wealth (CWM LLC)
338
Carson Wealth (CWM LLC)
Nebraska
$4.25M – – –
GHCM
339
Glen Harbor Capital Management
California
$4.08M +$1.47M +33,520 +56%
Daiwa Securities Group
340
Daiwa Securities Group
Japan
$4.07M +$1.16M +26,400 +40%
DBT
341
Dubuque Bank & Trust
Iowa
$4.02M +$1.43M +32,721 +55%
II
342
IFM Investors
Australia
$4.02M +$190K +4,336 +5%
TAF
343
Tredje AP-fonden
Sweden
$4M -$627K -14,318 -14%
TC
344
Telemus Capital
Michigan
$3.99M +$880K +21,740 +28%
Creative Planning
345
Creative Planning
Kansas
$3.97M +$1.91M +43,590 +93%
EIM
346
Essex Investment Management
Massachusetts
$3.89M +$1.12M +25,464 +40%
NB
347
Norinchukin Bank
Japan
$3.86M -$631K -14,412 -14%
IP
348
Interval Partners
New York
$3.85M -$9.93M -226,644 -72%
JWBC
349
J.W. Burns & Co
New York
$3.83M -$25K -570 -0.6%
AHB
350
Abner Herrman & Brock
New Jersey
$3.83M -$46.1K -1,052 -1%
12 13
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