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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 %
FHB
376
First Hawaiian Bank
Hawaii
$3.08M -$377K -8,925 -11%
Capstone Investment Advisors
377
Capstone Investment Advisors
New York
$3.04M +$1.16M +27,583 +62%
BCM
378
BTC Capital Management
Iowa
$3.04M +$338K +8,015 +13%
PI
379
PineBridge Investments
New York
$3.02M -$977K -23,154 -24%
GAB
380
German American Bancorp
Indiana
$3.02M +$2.1M +49,680 +228%
SLI
381
Sumitomo Life Insurance
Japan
$3.01M -$309K -7,311 -9%
WSTAM
382
Wilbanks Smith & Thomas Asset Management
Virginia
$2.98M +$308K +7,306 +12%
EIP
383
Easterly Investment Partners
Massachusetts
$2.95M +$2.95M +70,000 New
CCM
384
Cadence Capital Management
Massachusetts
$2.94M +$107K +2,535 +4%
AF
385
Arrow Financial
New York
$2.93M -$459K -10,871 -14%
PP
386
Patten & Patten
Tennessee
$2.92M -$19K -450 -0.6%
AAIM
387
American Assets Investment Management
California
$2.91M +$126K +3,000 +5%
LSERS
388
Louisiana State Employees Retirement System
Louisiana
$2.9M – – –
SSA
389
Schonfeld Strategic Advisors
New York
$2.89M +$1.71M +40,401 +144%
OTPPB
390
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.88M -$9.98M -236,541 -78%
Wealthfront Advisers
391
Wealthfront Advisers
California
$2.85M -$48.9K -1,158 -2%
Daiwa Securities Group
392
Daiwa Securities Group
Japan
$2.81M -$386K -9,146 -12%
MHC
393
Meyer Handelman Company
New York
$2.79M – – –
IA
394
Icon Advisers
Colorado
$2.77M – – –
AWM
395
Avitas Wealth Management
California
$2.76M +$23.8K +564 +0.9%
BS
396
Banco Santander
Spain
$2.69M -$477K -11,314 -15%
EIM
397
Essex Investment Management
Massachusetts
$2.68M -$2.41M -57,082 -47%
RCIM
398
Russell Clark Investment Management
United Kingdom
$2.67M +$165K +3,900 +7%
OC
399
Oppenheimer & Co
New York
$2.62M +$959K +22,718 +58%
DCM
400
Dimension Capital Management
Florida
$2.59M +$12.6K +299 +0.5%
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