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

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.75B
2
Mitsubishi UFJ Financial Group
2
Mitsubishi UFJ Financial Group
Japan
$16.6B
3
Bessemer Group
3
Bessemer Group
New Jersey
$23.7M
4
VH
4
ValueAct Holdings
California
$949M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$641M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
401
Icon Advisers
Colorado
$2.8M – – –
PP
402
Patten & Patten
Tennessee
$2.8M -$98.1K -2,300 -3%
SC
403
Scotia Capital
Ontario, Canada
$2.78M -$130K -3,043 -4%
KRS
404
Kentucky Retirement Systems
Kentucky
$2.75M +$206K +4,825 +8%
BS
405
Banco Santander
Spain
$2.71M +$92.3K +2,164 +4%
RCIM
406
Russell Clark Investment Management
United Kingdom
$2.7M – – –
RBA
407
Richard Bernstein Advisors
New York
$2.67M – – –
HA
408
H2O AM
United Kingdom
$2.66M +$374K +8,774 +16%
MHC
409
Meyer Handelman Company
New York
$2.63M – – –
PCA
410
Providence Capital Advisors
North Carolina
$2.62M +$188K +4,400 +8%
Cambridge Investment Research Advisors
411
Cambridge Investment Research Advisors
Iowa
$2.6M +$107K +2,505 +4%
LSERS
412
Louisiana State Employees Retirement System
Louisiana
$2.58M -$158K -3,700 -6%
AF
413
Arrow Financial
New York
$2.57M -$157K -3,673 -6%
DCM
414
Dimension Capital Management
Florida
$2.56M -$2.52K -59 -0.1%
RIM
415
Redpoint Investment Management
Australia
$2.5M +$1.39M +32,639 +126%
CCM
416
Cadence Capital Management
Massachusetts
$2.49M -$3.41K -80 -0.1%
GFPC
417
Global Financial Private Capital
Florida
$2.47M -$48.2K -1,130 -2%
SCM
418
Shelton Capital Management
Colorado
$2.47M – – –
TAM
419
Tocqueville Asset Management
New York
$2.47M +$2.13M +49,822 +616%
AMI
420
Amica Mutual Insurance
Rhode Island
$2.46M – – –
ECM
421
ExodusPoint Capital Management
New York
$2.46M +$2.18M +50,990 +771%
IP
422
Interval Partners
New York
$2.44M -$1.31M -30,631 -35%
EOJOAM
423
E. Ohman J:or Asset Management
Sweden
$2.43M +$128K +3,000 +6%
PCM
424
Prelude Capital Management
New York
$2.43M +$2.43M +56,850 New
LS
425
Livforsakringsbolaget Skandia
Sweden
$2.42M – – –
15 16
17
18 19