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Morgan Stanley
MS

Overview Fund Activity

1,013 hedge funds and large institutions have $58.6B invested in Morgan Stanley in 2019 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 354 increasing their positions, 391 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,013
Holders Change
-5
Holders Change %
-0.49%
% of All Funds
22.25%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.35%
New
89
Increased
354
Reduced
391
Closed
90
Calls
$1.09B
Puts
$2.07B
Net Calls
-$977M
Net Calls Change
-$43.3M

Top Buyers

1
BlackRock
BlackRock
New York
$4.38B
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$555M
3
EIP
Easterly Investment Partners
Massachusetts
$118M
4
Capital World Investors
Capital World Investors
California
$268M
5
Millennium Management
Millennium Management
New York
$142M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.75B
2
Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group
Japan
$16.6B
3
Bessemer Group
Bessemer Group
New Jersey
$23.7M
4
VH
ValueAct Holdings
California
$949M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$641M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFM
376
Signet Financial Management
New Jersey
$3.25M -$210K -4,272 -6%
PAM
377
Panagora Asset Management
Massachusetts
$3.21M +$1.61M +37,808 +101%
GCM
378
Gibraltar Capital Management
Oklahoma
$3.17M -$170K -3,982 -5%
BA
379
Baugh & Associates
Georgia
$3.16M -$12.6K -295 -0.4%
BCM
380
BTC Capital Management
Iowa
$3.15M +$114K +2,670 +4%
GAB
381
German American Bancorp
Indiana
$3.14M -$62.5K -1,465 -2%
AG
382
Advisor Group
Arizona
$3.14M +$5.08K +119 +0.2%
WSTAM
383
Wilbanks Smith & Thomas Asset Management
Virginia
$3.12M -$92.2K -2,160 -3%
LTFS
384
Ladenburg Thalmann Financial Services
Florida
$3.09M -$422K -9,888 -12%
MPM
385
Meritage Portfolio Management
Kansas
$3.08M +$3.08M +72,114 New
BIAS
386
Beacon Investment Advisory Services
New Jersey
$3.07M +$99.5K +2,332 +3%
RJFSA
387
Raymond James Financial Services Advisors
Florida
$3.05M -$582K -13,637 -16%
OC
388
Oppenheimer & Co
New York
$3.04M +$324K +7,604 +12%
Wealthfront Advisers
389
Wealthfront Advisers
California
$2.98M -$258K -6,054 -8%
Group One Trading
390
Group One Trading
Illinois
$2.97M +$136K +3,181 +5%
AAIM
391
American Assets Investment Management
California
$2.97M – – –
Brown Advisory
392
Brown Advisory
Maryland
$2.94M -$102K -2,402 -3%
B
393
Barings
North Carolina
$2.94M +$2.69K +63 +0.1%
Daiwa Securities Group
394
Daiwa Securities Group
Japan
$2.93M -$1.03M -24,240 -26%
GCA
395
Gideon Capital Advisors
New York
$2.9M +$1.93M +45,267 +200%
FT
396
Fiduciary Trust
Massachusetts
$2.89M -$135K -3,172 -4%
QIM
397
Quantitative Investment Management
Virginia
$2.89M +$1.61M +37,821 +126%
CM
398
Castleark Management
Illinois
$2.88M +$2.88M +67,400 New
IFAM
399
Institutional & Family Asset Management
Colorado
$2.85M +$27.3K +640 +1%
SLI
400
Sumitomo Life Insurance
Japan
$2.85M -$365K -8,564 -11%
14 15
16
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