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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 %
KFC
526
Klingenstein Fields & Co
New York
$1.04M -$158K -3,750 -13%
HNB
527
Huntington National Bank
Ohio
$1.03M -$212K -5,023 -17%
MTIM
528
Marathon Trading Investment Management
Pennsylvania
$1.03M +$766K +18,170 +296%
AU
529
Algebris (UK)
United Kingdom
$1.02M -$2.1M -49,750 -67%
ANRIA
530
American National Registered Investment Advisor
Texas
$1M -$3.17K -75 -0.3%
GH
531
GAM Holding
Switzerland
$990K +$990K +23,445 New
BHB
532
Bank Hapoalim BM
Israel
$980K -$133K -3,141 -12%
FMBTD
533
First Midwest Bank Trust Division
Illinois
$974K +$133K +3,157 +16%
BC
534
Brinker Capital
Pennsylvania
$970K +$329K +7,798 +51%
BWM
535
Buckley Wealth Management
Nevada
$967K – – –
ACP
536
Arcus Capital Partners
Georgia
$964K +$9.71K +230 +1%
MA
537
Montag & Associates
Georgia
$959K -$789K -18,690 -45%
CAPTRUST Financial Advisors
538
CAPTRUST Financial Advisors
North Carolina
$955K +$707K +16,757 +286%
SW
539
SlateStone Wealth
Florida
$955K +$955K +22,623 New
BAM
540
Blueshift Asset Management
New Jersey
$955K +$955K +22,624 New
CIBC Private Wealth Group
541
CIBC Private Wealth Group
Georgia
$944K -$87.3K -2,072 -8%
CAM
542
Cacti Asset Management
Georgia
$928K – – –
DLG
543
Daniel L. Goodwin
$928K – – –
AI
544
Atria Investments
North Carolina
$919K -$786K -18,613 -46%
SWP
545
Strategic Wealth Partners
Ohio
$919K +$199K +4,578 +28%
SM
546
Sciencast Management
New Jersey
$919K +$919K +20,700 New
CC
547
ClearArc Capital
Ohio
$918K -$29K -687 -3%
PA
548
Profund Advisors
Maryland
$906K +$53.8K +1,275 +6%
EB
549
Eastern Bank
Massachusetts
$903K -$10.9M -257,552 -92%
PIA
550
Piedmont Investment Advisors
North Carolina
$885K +$66.6K +1,579 +8%
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