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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 %
PAI
351
Pittenger & Anderson Inc
Nebraska
$3.61M -$34.8K -825 -1%
LTFS
352
Ladenburg Thalmann Financial Services
Florida
$3.58M -$760K -18,126 -18%
SCCM
353
Schafer Cullen Capital Management
New York
$3.56M +$43.8K +1,038 +1%
TAM
354
Tyers Asset Management
Texas
$3.45M +$1.92M +45,562 +126%
BPM
355
Bowling Portfolio Management
Ohio
$3.44M -$647K -15,323 -16%
FT
356
Fiduciary Trust
Massachusetts
$3.42M -$104K -2,458 -3%
SIM
357
Sentry Investment Management
Wisconsin
$3.4M -$299K -7,091 -8%
WAM
358
World Asset Management
Michigan
$3.4M +$204K +4,840 +6%
RIM
359
Regent Investment Management
Kentucky
$3.4M -$205K -4,860 -6%
AF
360
Ally Financial
Michigan
$3.38M +$422K +10,000 +14%
GCM
361
Gibraltar Capital Management
Oklahoma
$3.33M -$1.81M -42,790 -35%
B
362
Brightworth
Georgia
$3.33M +$3.33M +78,791 New
QSS
363
Quantitative Systematic Strategies
Florida
$3.31M +$2.88M +68,274 +672%
Wolverine Trading
364
Wolverine Trading
Illinois
$3.29M +$1.78M +42,093 +117%
SFM
365
Systematic Financial Management
New Jersey
$3.28M -$501K -11,872 -13%
CAL
366
Capital Analysts LLC
Pennsylvania
$3.26M +$3.5K +83 +0.1%
RJFSA
367
Raymond James Financial Services Advisors
Florida
$3.25M -$477K -11,306 -13%
TC
368
Telemus Capital
Michigan
$3.24M +$3.24M +76,868 New
OI
369
Oakbrook Investments
Illinois
$3.21M -$262K -6,205 -8%
COPPSERS
370
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.2M +$194K +4,605 +6%
TCM
371
Telos Capital Management
California
$3.2M +$214K +5,066 +7%
BA
372
Baugh & Associates
Georgia
$3.15M +$219K +5,195 +7%
AG
373
Advisor Group
Arizona
$3.11M -$1.31M -31,014 -30%
IFAM
374
Institutional & Family Asset Management
Colorado
$3.11M +$153K +3,635 +5%
GFPC
375
Global Financial Private Capital
Florida
$3.1M +$121K +2,878 +4%
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