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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.

New
Increased
Maintained
Reduced
Closed
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 %
Cohen & Steers
376
Cohen & Steers
New York
$3.25M -$2.22M -50,636 -41%
SM
377
SG3 Management
Puerto Rico
$3.24M +$3.24M +74,000 New
SFM
378
Signet Financial Management
New Jersey
$3.22M -$423K -9,244 -12%
AG
379
Advisor Group
Arizona
$3.22M -$10.1K -230 -0.3%
Brown Advisory
380
Brown Advisory
Maryland
$3.13M -$2.6M -59,418 -45%
WIA
381
Westbourne Investment Advisors
Maryland
$3.12M +$471K +10,740 +18%
BCM
382
BTC Capital Management
Iowa
$3.11M -$43.3K -989 -1%
FT
383
Fiduciary Trust
Massachusetts
$3.11M -$444K -10,126 -12%
BIAS
384
Beacon Investment Advisory Services
New Jersey
$3.05M +$454K +10,371 +17%
AAIM
385
American Assets Investment Management
California
$3.05M – – –
B
386
Barings
North Carolina
$3.02M +$2.42M +55,254 +405%
SC
387
Scotia Capital
Ontario, Canada
$2.99M +$1.02M +23,252 +52%
PP
388
Patten & Patten
Tennessee
$2.97M -$54.8K -1,250 -2%
SFM
389
Systematic Financial Management
New Jersey
$2.95M -$451K -10,291 -13%
NC
390
Northpointe Capital
Michigan
$2.93M +$2.93M +66,921 New
Group One Trading
391
Group One Trading
Illinois
$2.91M -$1.69M -38,501 -37%
Capstone Investment Advisors
392
Capstone Investment Advisors
New York
$2.91M -$252K -5,761 -8%
IFAM
393
Institutional & Family Asset Management
Colorado
$2.9M -$326K -7,436 -10%
LSERS
394
Louisiana State Employees Retirement System
Louisiana
$2.88M -$202K -4,500 -7%
IA
395
Icon Advisers
Colorado
$2.87M – – –
AF
396
Arrow Financial
New York
$2.8M -$239K -5,458 -8%
Connor, Clark & Lunn Investment Management (CC&L)
397
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.8M +$2.8M +63,814 New
OC
398
Oppenheimer & Co
New York
$2.78M +$64.4K +1,470 +2%
RCIM
399
Russell Clark Investment Management
United Kingdom
$2.77M – – –
RBA
400
Richard Bernstein Advisors
New York
$2.74M -$1.18M -26,929 -30%
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16
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