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Morgan Stanley
MS

Overview Fund Activity

1,018 hedge funds and large institutions have $62B invested in Morgan Stanley in 2019 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 356 increasing their positions, 403 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,018
Holders Change
-20
Holders Change %
-1.93%
% of All Funds
22.14%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.39%
New
82
Increased
356
Reduced
403
Closed
89
Calls
$912M
Puts
$1.85B
Net Calls
-$933M
Net Calls Change
-$40.9M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$726M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$224M
3
AAMU
Amundi Asset Management US
Massachusetts
$1.03B
4
SSM
Sound Shore Management
Connecticut
$155M
5
EC
Eminence Capital
New York
$142M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$794M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$215M
3
Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group
Japan
$17.4B
4
Citadel Advisors
Citadel Advisors
Florida
$69M
5
State Street
State Street
Massachusetts
$5.32B
Name Holding Trade Value Shares
Change 		Shares
Change %
MERSOM
451
Municipal Employees' Retirement System of Michigan
Michigan
$2M -$78.9K -1,800 -4%
PAG
452
Private Advisor Group
New Jersey
$1.95M -$143K -3,268 -7%
Qube Research & Technologies (QRT)
453
Qube Research & Technologies (QRT)
United Kingdom
$1.95M +$167K +3,814 +9%
JIC
454
Joel Isaacson & Co
New York
$1.91M -$8.41K -192 -0.4%
CNBT
455
Canandaigua National Bank & Trust
New York
$1.91M +$59.4K +1,356 +3%
EU
456
Emory University
Georgia
$1.9M -$117K -2,664 -6%
CIP
457
Convergence Investment Partners
Florida
$1.89M +$12.8K +293 +0.7%
AIP
458
Ameritas Investment Partners
Nebraska
$1.86M +$22.1K +505 +1%
ECM
459
ETrade Capital Management
Virginia
$1.85M +$159K +3,621 +9%
RAM
460
Roanoke Asset Management
New Jersey
$1.81M -$1.75K -40 -0.1%
HT
461
Heritage Trust
Oklahoma
$1.8M -$33.5K -765 -2%
FLPIM
462
F.L. Putnam Investment Management
Massachusetts
$1.78M -$33.2K -758 -2%
CA
463
Cullinan Associates
Kentucky
$1.78M -$4.38K -100 -0.2%
NG
464
NatWest Group
United Kingdom
$1.77M +$169K +3,866 +11%
HVIA
465
Hudson Valley Investment Advisors
New York
$1.71M +$40.6K +926 +2%
CK
466
Cohen Klingenstein
New York
$1.7M – – –
Two Sigma Advisers
467
Two Sigma Advisers
New York
$1.7M +$579K +13,208 +52%
NAM
468
NorthCoast Asset Management
Connecticut
$1.69M +$177K +4,042 +12%
FDCDDQ
469
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.68M +$463K +10,562 +38%
TW
470
Transform Wealth
Colorado
$1.67M +$116K +2,653 +7%
MSE
471
MUFG Securities EMEA
United Kingdom
$1.67M – – –
TEE
472
Tibra Equities Europe
United Kingdom
$1.65M +$1.65M +37,700 New
PAM
473
Panagora Asset Management
Massachusetts
$1.64M +$4.25K +97 +0.3%
Kovitz Investment Group Partners
474
Kovitz Investment Group Partners
Illinois
$1.64M +$433K +9,875 +36%
FA
475
FDx Advisors
Illinois
$1.64M +$223K +5,079 +16%
17 18
19
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