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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 Market Value Shares Shares
Change 		Shares
Change %
FCBT
351
First Citizens Bank & Trust
North Carolina
$3.81M 86,935 +872 +1%
BCM
352
BlueMar Capital Management
Florida
$3.79M 86,420 -26,838 -24%
AIC
353
Argus Investors Counsel
New York
$3.73M 85,107 -1,500 -2%
RJFSA
354
Raymond James Financial Services Advisors
Florida
$3.73M 85,080 +8,180 +11%
Macquarie Group
355
Macquarie Group
Australia
$3.7M 84,541 -232,211 -73%
B
356
Brightworth
Georgia
$3.67M 83,839 +5,048 +6%
WAM
357
World Asset Management
Michigan
$3.62M 82,727 +2,254 +3%
LTFS
358
Ladenburg Thalmann Financial Services
Florida
$3.61M 82,287 -3,069 -4%
SIM
359
Sentry Investment Management
Wisconsin
$3.53M 80,480 – –
TCM
360
Telos Capital Management
California
$3.52M 80,242 +4,385 +6%
AF
361
Ally Financial
Michigan
$3.51M 80,000 – –
AWM
362
Avitas Wealth Management
California
$3.48M 79,361 +13,949 +21%
GCM
363
Gibraltar Capital Management
Oklahoma
$3.43M 78,191 -703 -0.9%
FHB
364
First Hawaiian Bank
Hawaii
$3.41M 77,870 +4,947 +7%
PAI
365
Pittenger & Anderson Inc
Nebraska
$3.39M 77,300 -8,250 -10%
CAL
366
Capital Analysts LLC
Pennsylvania
$3.37M 76,938 -254 -0.3%
ACM
367
AlphaCrest Capital Management
New York
$3.35M 76,411 +58,328 +323%
Wealthfront Advisers
368
Wealthfront Advisers
California
$3.32M 75,814 +8,185 +12%
WSTAM
369
Wilbanks Smith & Thomas Asset Management
Virginia
$3.3M 75,332 +4,633 +7%
SLI
370
Sumitomo Life Insurance
Japan
$3.3M 75,308 +3,938 +6%
GAB
371
German American Bancorp
Indiana
$3.29M 75,135 +3,651 +5%
COPPSERS
372
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.29M 75,056 -868 -1%
RIM
373
Regent Investment Management
Kentucky
$3.27M 74,540 -5,900 -7%
BA
374
Baugh & Associates
Georgia
$3.26M 74,385 -210 -0.3%
BAM
375
Blueshift Asset Management
New Jersey
$3.26M 74,342 +51,718 +229%
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