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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
+$401M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$240M
3
TCIM
TIAA CREF Investment Management
New York
+$217M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$139M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$94.1M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$601M
2
Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group
Japan
-$312M
3
BlackRock
BlackRock
New York
-$252M
4
State Street
State Street
Massachusetts
-$222M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$146M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
401
Redpoint Investment Management
Australia
$2.55M – – –
WIA
402
Westbourne Investment Advisors
Maryland
$2.55M +$612K +14,495 +32%
AAM
403
Advisors Asset Management
Colorado
$2.52M +$148K +3,506 +6%
GHCM
404
Glen Harbor Capital Management
California
$2.51M +$1.4M +33,136 +126%
BIAS
405
Beacon Investment Advisory Services
New Jersey
$2.5M +$2.5M +59,292 New
Cambridge Investment Research Advisors
406
Cambridge Investment Research Advisors
Iowa
$2.5M -$381K -9,020 -13%
NEI
407
Northwest & Ethical Investments
Ontario, Canada
$2.5M -$126K -2,993 -5%
DBT
408
Dubuque Bank & Trust
Iowa
$2.49M +$2.48M +58,840 +28,563%
AMI
409
Amica Mutual Insurance
Rhode Island
$2.43M +$484K +11,470 +25%
KRS
410
Kentucky Retirement Systems
Kentucky
$2.4M -$3.67K -87 -0.2%
OA
411
Oxbow Advisors
Texas
$2.39M +$50.2K +1,190 +2%
MC
412
MRJ Capital
New York
$2.35M +$71.7K +1,700 +3%
LS
413
Livforsakringsbolaget Skandia
Sweden
$2.33M +$54.9K +1,300 +2%
EOJOAM
414
E. Ohman J:or Asset Management
Sweden
$2.28M -$63.3K -1,500 -3%
PCA
415
Providence Capital Advisors
North Carolina
$2.27M +$279K +6,600 +14%
Mercer Global Advisors
416
Mercer Global Advisors
Colorado
$2.26M +$2.26M +53,517 New
KIA
417
KCM Investment Advisors
California
$2.24M +$218K +5,171 +11%
MYLI
418
Meiji Yasuda Life Insurance
Japan
$2.24M -$572K -13,557 -20%
PSUF
419
People's United Financial
Connecticut
$2.2M +$125K +2,963 +6%
MML Investors Services
420
MML Investors Services
Massachusetts
$2.16M -$404K -9,580 -16%
V
421
Veritable
Delaware
$2.15M +$18.4K +437 +0.9%
LIA
422
LS Investment Advisors
Michigan
$2.13M -$41.2K -976 -2%
VF
423
Vilas Fund
Illinois
$2.11M – – –
CF
424
CNA Financial
Illinois
$2.1M – – –
MME
425
Meag Munich Ergo
Germany
$2.07M -$8.4M -200,374 -80%
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