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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 %
DM
501
Delphi Management
Massachusetts
$1.29M +$50.3K +1,178 +4%
AUB
502
Atlantic Union Bankshares
Virginia
$1.29M -$19.5K -457 -1%
GFA
503
Gifford Fong Associates
California
$1.28M – – –
IAA
504
Independent Advisor Alliance
North Carolina
$1.27M +$49.4K +1,159 +4%
TRCT
505
Tower Research Capital (TRC)
New York
$1.27M +$663K +15,530 +109%
HNB
506
Huntington National Bank
Ohio
$1.27M +$346K +8,106 +38%
KRSITF
507
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.26M +$127K +2,972 +11%
QI
508
QS Investors
New York
$1.25M +$2.01K +47 +0.2%
ECM
509
Everence Capital Management
Indiana
$1.25M – – –
NIT
510
NumerixS Investment Technologies
British Columbia, Canada
$1.21M -$1.42M -33,279 -54%
TC
511
TownSquare Capital
Utah
$1.2M -$36.3K -746 -3%
PAM
512
Palisade Asset Management
Minnesota
$1.19M – – –
Cerity Partners
513
Cerity Partners
New York
$1.19M +$1.19M +27,785 New
CICI
514
Capital Investment Counsel Inc
North Carolina
$1.18M +$43 +1 +0%
BI
515
Bramshill Investments
Florida
$1.16M -$383K -8,966 -25%
Northwestern Mutual Wealth Management
516
Northwestern Mutual Wealth Management
Wisconsin
$1.15M +$309K +7,239 +37%
PA
517
Profund Advisors
Maryland
$1.14M -$254K -5,957 -18%
MC
518
Miles Capital
Iowa
$1.14M +$188K +4,405 +20%
HWA
519
HCR Wealth Advisors
California
$1.14M +$198K +4,609 +21%
MSU
520
Mizuho Securities USA
New York
$1.11M +$1.11M +26,100 New
NG
521
NatWest Group
United Kingdom
$1.11M -$620K -14,525 -36%
CC
522
Courier Capital
New York
$1.1M +$40 +1 +0%
LNWWM
523
Laird Norton Wetherby Wealth Management
California
$1.05M -$52.1K -1,221 -5%
KFC
524
Klingenstein Fields & Co
New York
$1.05M – – –
SC
525
SouthState Corp
Florida
$1.05M -$222K -5,210 -18%
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