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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 %
LM
426
Lincluden Management
Ontario, Canada
$2.05M +$130K +3,080 +7%
BBI
427
Baxter Bros Inc
Connecticut
$2.03M -$28.1K -665 -1%
PAG
428
Private Advisor Group
New Jersey
$2.02M -$129K -3,061 -6%
MERSOM
429
Municipal Employees' Retirement System of Michigan
Michigan
$2.01M -$756K -17,910 -27%
CCM
430
Compton Capital Management
Rhode Island
$2M -$24.1K -570 -1%
SWP
431
Stratos Wealth Partners
Ohio
$1.99M -$33.4K -792 -2%
Creative Planning
432
Creative Planning
Kansas
$1.98M -$130K -3,084 -6%
LCM
433
Laurion Capital Management
New York
$1.98M -$14.2M -336,984 -88%
YIA
434
YHB Investment Advisors
Connecticut
$1.97M – – –
JPC
435
Jabodon PT Co
Nevada
$1.96M -$159K -3,757 -7%
BBP
436
Banco BTG Pactual
Brazil
$1.95M +$1.95M +46,200 New
EU
437
Emory University
Georgia
$1.94M +$136K +3,221 +8%
FAAS
438
First Allied Advisory Services
California
$1.93M -$145K -3,448 -7%
MYAM
439
Meiji Yasuda Asset Management
Japan
$1.92M -$141K -3,332 -7%
Simplex Trading
440
Simplex Trading
Illinois
$1.92M +$1.92M +45,437 New
SC
441
SouthState Corp
Florida
$1.91M -$27.4K -650 -1%
CI
442
CX Institutional
Indiana
$1.91M +$1.91M +45,225 New
HW
443
Hancock Whitney
Mississippi
$1.9M -$6.67M -158,062 -78%
SC
444
Scotia Capital
Ontario, Canada
$1.9M +$772K +18,299 +69%
JIC
445
Joel Isaacson & Co
New York
$1.85M +$928 +22 +0.1%
TYCC
446
Texas Yale Capital Corp
Florida
$1.85M +$923K +21,880 +100%
CSS
447
Cubist Systematic Strategies
Connecticut
$1.83M +$483K +11,454 +36%
CIP
448
Convergence Investment Partners
Florida
$1.81M -$1.99M -47,241 -52%
RFC
449
Regions Financial Corp
Alabama
$1.78M +$80K +1,896 +5%
CNBT
450
Canandaigua National Bank & Trust
New York
$1.78M +$198K +4,697 +13%
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