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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 %
Acadian Asset Management
501
Acadian Asset Management
Massachusetts
$1.2M -$356K -8,438 -23%
PAM
502
Palisade Asset Management
Minnesota
$1.2M – – –
TRCT
503
Tower Research Capital (TRC)
New York
$1.2M -$266K -6,307 -18%
QI
504
QS Investors
New York
$1.19M -$2.83K -67 -0.2%
NO
505
Ninety One
South Africa
$1.18M +$30.6K +728 +3%
CC
506
Courier Capital
New York
$1.18M -$5.45K -129 -0.5%
FDCDDQ
507
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.17M +$514K +12,189 +79%
CICI
508
Capital Investment Counsel Inc
North Carolina
$1.17M -$29.5K -699 -2%
Kovitz Investment Group Partners
509
Kovitz Investment Group Partners
Illinois
$1.16M +$858K +20,322 +280%
ZCA
510
Zeke Capital Advisors
Pennsylvania
$1.16M +$66.7K +1,580 +6%
KWA
511
KCS Wealth Advisory
California
$1.15M +$103K +2,435 +10%
CWM
512
Catamount Wealth Management
Connecticut
$1.15M – – –
IAA
513
Independent Advisor Alliance
North Carolina
$1.14M +$240K +5,676 +27%
AW
514
ACG Wealth
Georgia
$1.11M +$147K +3,473 +15%
KRSITF
515
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.09M -$1.69K -40 -0.2%
CI
516
Conning Inc
Connecticut
$1.09M -$9.28K -220 -0.8%
Two Sigma Advisers
517
Two Sigma Advisers
New York
$1.08M -$32.7M -775,300 -97%
SCP
518
Stamos Capital Partners
California
$1.08M -$2.16M -50,800 -67%
HWA
519
HCR Wealth Advisors
California
$1.08M -$510K -11,835 -32%
LNWWM
520
Laird Norton Wetherby Wealth Management
California
$1.07M +$31.9K +755 +3%
RIL
521
Rothschild Investment LLC
Illinois
$1.07M -$31.6K -750 -3%
CIM
522
CenturyLink Investment Management
Colorado
$1.07M – – –
BF
523
BOK Financial
Oklahoma
$1.06M +$31.1K +738 +3%
CC
524
Cipher Capital
New York
$1.06M -$3.38M -80,180 -76%
LWS
525
Lucia Wealth Services
California
$1.04M +$99.2K +2,349 +10%
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