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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 %
PI
501
PFS Investments
Georgia
$1.36M +$769K +17,399 +130%
DAM
502
Deltec Asset Management
New York
$1.36M -$43.8K -1,000 -3%
GIA
503
Gargoyle Investment Advisor
New Jersey
$1.36M – – –
KWA
504
KCS Wealth Advisory
California
$1.35M +$148K +3,379 +12%
AUB
505
Atlantic Union Bankshares
Virginia
$1.34M +$1.34M +30,673 New
GFA
506
Gifford Fong Associates
California
$1.31M – – –
RCG
507
Rock Creek Group
District of Columbia
$1.31M +$1.31M +30,000 New
QIM
508
Quantitative Investment Management
Virginia
$1.31M +$1.31M +29,902 New
SC
509
SouthState Corp
Florida
$1.3M -$682K -15,575 -34%
Loomis, Sayles & Company
510
Loomis, Sayles & Company
Massachusetts
$1.3M +$971K +22,175 +295%
UCFA
511
United Capital Financial Advisors
Texas
$1.29M -$16.3K -373 -1%
ECM
512
Everence Capital Management
Indiana
$1.29M – – –
QI
513
QS Investors
New York
$1.29M +$48.2K +1,100 +4%
Baird Financial Group
514
Baird Financial Group
Wisconsin
$1.28M +$368K +8,396 +40%
RG
515
Rathbones Group
United Kingdom
$1.28M -$4.59M -104,780 -78%
DM
516
Delphi Management
Massachusetts
$1.27M +$1.18K +27 +0.1%
PAM
517
Paradigm Asset Management
New York
$1.26M +$401K +9,150 +46%
IAA
518
Independent Advisor Alliance
North Carolina
$1.26M +$72.4K +1,652 +6%
GCP
519
GSA Capital Partners
United Kingdom
$1.25M +$1.25M +28,498 New
BHB
520
Bank Hapoalim BM
Israel
$1.24M +$224K +5,112 +22%
PAM
521
Palisade Asset Management
Minnesota
$1.22M -$30.7K -700 -2%
CICI
522
Capital Investment Counsel Inc
North Carolina
$1.21M +$44 +1 +0%
BF
523
BOK Financial
Oklahoma
$1.21M +$113K +2,581 +10%
ZCA
524
Zeke Capital Advisors
Pennsylvania
$1.21M – – –
CC
525
Courier Capital
New York
$1.2M -$20.8K -474 -2%
19 20
21
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