MS icon

Morgan Stanley
MS

Overview Fund Activity

1,013 hedge funds and large institutions have $58.6B invested in Morgan Stanley in 2019 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 354 increasing their positions, 391 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,013
Holders Change
-5
Holders Change %
-0.49%
% of All Funds
22.25%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.35%
New
89
Increased
354
Reduced
391
Closed
90
Calls
$1.09B
Puts
$2.07B
Net Calls
-$977M
Net Calls Change
-$43.3M

Top Buyers

1
BlackRock
BlackRock
New York
$4.38B
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$555M
3
EIP
Easterly Investment Partners
Massachusetts
$118M
4
Capital World Investors
Capital World Investors
California
$268M
5
Millennium Management
Millennium Management
New York
$142M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.75B
2
Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group
Japan
$16.6B
3
Bessemer Group
Bessemer Group
New Jersey
$23.7M
4
VH
ValueAct Holdings
California
$949M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$641M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAM
476
NorthCoast Asset Management
Connecticut
$1.62M -$23.5K -551 -1%
AAS
477
Annex Advisory Services
Wisconsin
$1.61M +$54.8K +1,283 +4%
KWA
478
KCS Wealth Advisory
California
$1.59M +$277K +6,492 +21%
AP
479
Appleton Partners
Massachusetts
$1.58M +$10.5K +246 +0.7%
AP
480
Advisor Partners
California
$1.53M +$29K +680 +2%
HVIA
481
Hudson Valley Investment Advisors
New York
$1.53M -$136K -3,180 -8%
FTIOP
482
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.53M -$38.4K -900 -2%
AFG
483
Albion Financial Group
Utah
$1.52M +$6.57K +154 +0.4%
LD
484
Lipe & Dalton
New York
$1.5M -$71.4K -1,673 -5%
YIA
485
YHB Investment Advisors
Connecticut
$1.48M +$42.7K +1,000 +3%
LCM
486
Landscape Capital Management
New Jersey
$1.48M +$1.48M +34,582 New
DCM
487
Dupont Capital Management
Delaware
$1.46M -$34.1K -800 -2%
FA
488
FDx Advisors
Illinois
$1.46M -$135K -3,172 -8%
FB
489
Fulton Bank
Pennsylvania
$1.45M +$9.52K +223 +0.7%
VF
490
Virtu Financial
New York
$1.44M +$391K +9,151 +37%
RG
491
Rathbones Group
United Kingdom
$1.43M +$183K +4,290 +15%
HW
492
Hancock Whitney
Mississippi
$1.43M -$132K -3,086 -8%
CAG
493
Crestwood Advisors Group
Massachusetts
$1.4M -$8.53K -200 -0.6%
Capstone Investment Advisors
494
Capstone Investment Advisors
New York
$1.4M -$1.44M -33,637 -51%
Janney Montgomery Scott
495
Janney Montgomery Scott
Pennsylvania
$1.38M +$214K +5,015 +18%
Baird Financial Group
496
Baird Financial Group
Wisconsin
$1.35M +$103K +2,425 +8%
CWM
497
Calamos Wealth Management
Illinois
$1.33M -$41.4K -971 -3%
GIA
498
Gargoyle Investment Advisor
New Jersey
$1.32M – – –
QT
499
Quantamental Technologies
New York
$1.32M -$1.08M -25,251 -45%
NO
500
Ninety One
South Africa
$1.31M -$34.5K -807 -3%
18 19
20
21 22