MS icon

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 %
XWM
526
Xcel Wealth Management
Florida
$1.2M -$67.4K -1,540 -5%
Janney Montgomery Scott
527
Janney Montgomery Scott
Pennsylvania
$1.2M -$112K -2,549 -9%
KRSITF
528
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.17M +$36.9K +842 +3%
RIM
529
Redpoint Investment Management
Australia
$1.14M -$1.51M -34,550 -57%
LNWWM
530
Laird Norton Wetherby Wealth Management
California
$1.14M +$26.4K +602 +2%
SRAM
531
Stone Ridge Asset Management
New York
$1.14M +$806K +18,400 +245%
CIM
532
CenturyLink Investment Management
Colorado
$1.11M – – –
MFG
533
MidWestOne Financial Group
Iowa
$1.1M +$1.1M +25,050 New
KFC
534
Klingenstein Fields & Co
New York
$1.08M – – –
VF
535
Virtu Financial
New York
$1.08M +$1.08M +24,566 New
TC
536
TownSquare Capital
Utah
$1.07M -$188K -4,459 -15%
CCM
537
Cullen Capital Management
New York
$1.07M +$399K +9,100 +60%
ANRIA
538
American National Registered Investment Advisor
Texas
$1.04M – – –
CIBC Private Wealth Group
539
CIBC Private Wealth Group
Georgia
$1.03M +$50.5K +1,153 +5%
SWP
540
Strategic Wealth Partners
Ohio
$1.03M +$98.6K +2,250 +11%
CII
541
Capital International Inc
California
$1.01M +$823K +18,792 +432%
CAPTRUST Financial Advisors
542
CAPTRUST Financial Advisors
North Carolina
$1M +$12.5K +285 +1%
SCP
543
Stamos Capital Partners
California
$1M -$114K -2,600 -10%
GCA
544
Gideon Capital Advisors
New York
$992K +$766K +17,474 +339%
ACP
545
Arcus Capital Partners
Georgia
$990K -$10.1K -230 -1%
MC
546
Miles Capital
Iowa
$974K +$695K +15,879 +250%
CI
547
Conning Inc
Connecticut
$972K -$159K -3,620 -14%
DLG
548
Daniel L. Goodwin
$964K – – –
ED
549
Exane Derivatives
France
$963K +$358K +8,164 +59%
TYCC
550
Texas Yale Capital Corp
Florida
$959K -$959K -21,880 -50%
20 21
22
23 24