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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 %
CWM
476
Calamos Wealth Management
Illinois
$1.52M +$134K +3,165 +10%
AAS
477
Annex Advisory Services
Wisconsin
$1.51M +$78.9K +1,868 +6%
TW
478
Transform Wealth
Colorado
$1.5M -$10.3K -243 -0.7%
AP
479
Advisor Partners
California
$1.45M -$33.2K -786 -2%
NAM
480
NorthCoast Asset Management
Connecticut
$1.45M +$938K +22,225 +183%
CCP
481
Corient Capital Partners
California
$1.44M +$1.44M +34,201 New
SFI
482
Susquehanna Fundamental Investments
Pennsylvania
$1.44M -$7.59M -179,700 -84%
AP
483
Appleton Partners
Massachusetts
$1.4M +$275K +6,520 +25%
FB
484
Fulton Bank
Pennsylvania
$1.37M -$67.1K -1,590 -5%
FA
485
FDx Advisors
Illinois
$1.36M -$164K -3,882 -11%
BI
486
Bramshill Investments
Florida
$1.36M +$1.3M +30,863 +2,291%
DAM
487
Deltec Asset Management
New York
$1.35M -$211K -5,000 -14%
GIA
488
Gargoyle Investment Advisor
New Jersey
$1.31M – – –
CB
489
Commerce Bank
Missouri
$1.31M -$128K -3,039 -9%
AB
490
AT Bancorp
Iowa
$1.29M +$96K +2,276 +8%
GFA
491
Gifford Fong Associates
California
$1.27M – – –
CANY
492
Caxton Associates (New York)
New York
$1.27M +$1M +23,753 +380%
TC
493
TownSquare Capital
Utah
$1.26M +$469K +11,109 +59%
Janney Montgomery Scott
494
Janney Montgomery Scott
Pennsylvania
$1.26M -$178K -4,227 -12%
UCFA
495
United Capital Financial Advisors
Texas
$1.25M +$166K +3,943 +15%
EDRH
496
Edmond de Rothschild Holding
Switzerland
$1.25M +$67.8K +1,606 +6%
ECM
497
Everence Capital Management
Indiana
$1.24M +$189K +4,470 +18%
DM
498
Delphi Management
Massachusetts
$1.23M -$314K -7,450 -20%
VLKIM
499
Van Lanschot Kempen Investment Management
Netherlands
$1.22M +$1.22M +28,951 New
XWM
500
Xcel Wealth Management
Florida
$1.22M – – –
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