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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 %
AIP
451
Ameritas Investment Partners
Nebraska
$1.77M – – –
HT
452
Heritage Trust
Oklahoma
$1.77M +$1.76M +41,815 +597,357%
MWM
453
Meridian Wealth Management
Kentucky
$1.76M +$9.16K +217 +0.5%
KJHP
454
K.J. Harrison & Partners
Ontario, Canada
$1.75M +$63.3K +1,500 +4%
FLPIM
455
F.L. Putnam Investment Management
Massachusetts
$1.75M +$1.27K +30 +0.1%
RAM
456
Roanoke Asset Management
New Jersey
$1.75M – – –
Qube Research & Technologies (QRT)
457
Qube Research & Technologies (QRT)
United Kingdom
$1.72M +$1.46M +34,613 +566%
CA
458
Cullinan Associates
Kentucky
$1.72M – – –
WCA
459
Windsor Creek Advisors
Vermont
$1.68M +$684K +16,199 +69%
HI
460
HBK Investments
Texas
$1.63M -$26.1M -618,355 -94%
ECM
461
ETrade Capital Management
Virginia
$1.63M +$65.8K +1,559 +4%
MWNA
462
Marshall Wace North America
New York
$1.61M -$12.9M -306,237 -89%
HVIA
463
Hudson Valley Investment Advisors
New York
$1.61M -$93.7K -2,220 -6%
MSE
464
MUFG Securities EMEA
United Kingdom
$1.6M -$29.5M -700,000 -95%
CK
465
Cohen Klingenstein
New York
$1.6M – – –
LFAS
466
Level Four Advisory Services
Texas
$1.58M +$65.6K +1,555 +4%
LD
467
Lipe & Dalton
New York
$1.58M -$58K -1,374 -4%
PAM
468
Panagora Asset Management
Massachusetts
$1.58M -$160K -3,803 -9%
FTIOP
469
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.57M -$12.7K -300 -0.8%
CTC
470
Central Trust Company
Missouri
$1.56M +$159K +3,763 +11%
CWG
471
Cornerstone Wealth Group
North Carolina
$1.56M +$1.56M +36,948 New
CI
472
Cigna Investments
Connecticut
$1.55M -$37.6K -891 -2%
NG
473
NatWest Group
United Kingdom
$1.55M -$9.56M -226,605 -86%
AFG
474
Albion Financial Group
Utah
$1.54M +$87.4K +2,070 +6%
TCM
475
Twin Capital Management
Pennsylvania
$1.53M -$4.22K -100 -0.3%
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