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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 %
CCMT
476
CMT Capital Markets Trading
Germany
$1.63M +$1.33M +30,349 +437%
TSS
477
Two Sigma Securities
New York
$1.63M +$1.37M +31,313 +534%
LFAS
478
Level Four Advisory Services
Texas
$1.62M -$24.7K -563 -2%
LD
479
Lipe & Dalton
New York
$1.61M -$26.2K -599 -2%
AP
480
Appleton Partners
Massachusetts
$1.61M +$159K +3,630 +11%
FTIOP
481
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.61M -$17.5K -400 -1%
HW
482
Hancock Whitney
Mississippi
$1.6M -$368K -8,388 -19%
AAS
483
Annex Advisory Services
Wisconsin
$1.6M +$27.4K +625 +2%
BI
484
Bramshill Investments
Florida
$1.58M +$172K +3,930 +12%
MMA
485
Miracle Mile Advisors
California
$1.58M +$1.58M +36,000 New
CI
486
Cigna Investments
Connecticut
$1.57M -$60.1K -1,350 -4%
AFG
487
Albion Financial Group
Utah
$1.56M -$36.8K -840 -2%
CWG
488
Cornerstone Wealth Group
North Carolina
$1.55M -$64.6K -1,474 -4%
AP
489
Advisor Partners
California
$1.54M +$35K +800 +2%
DCM
490
Dupont Capital Management
Delaware
$1.54M -$4.81M -109,742 -76%
HI
491
HBK Investments
Texas
$1.52M -$171K -3,894 -10%
RFC
492
Regions Financial Corp
Alabama
$1.49M -$359K -8,197 -19%
FB
493
Fulton Bank
Pennsylvania
$1.48M +$62.4K +1,424 +4%
YIA
494
YHB Investment Advisors
Connecticut
$1.48M -$568K -12,975 -28%
DTL
495
Dynamic Technology Lab
Singapore
$1.45M +$1.45M +33,100 New
CAG
496
Crestwood Advisors Group
Massachusetts
$1.44M +$1.44M +32,938 New
PA
497
Profund Advisors
Maryland
$1.43M +$490K +11,184 +52%
CWM
498
Calamos Wealth Management
Illinois
$1.41M -$171K -3,899 -11%
NO
499
Ninety One
South Africa
$1.4M +$154K +3,462 +12%
CC
500
Cognios Capital
Kansas
$1.36M +$1.36M +31,129 New
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