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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 %
Baird Financial Group
551
Baird Financial Group
Wisconsin
$881K -$15.8M -374,128 -95%
TH
552
TCTC Holdings
Texas
$877K – – –
TA
553
Tiedemann Advisors
New York
$862K -$208K -4,945 -19%
PCM
554
Prelude Capital Management
New York
$856K -$1.72M -40,817 -67%
SFG
555
SevenBridge Financial Group
Pennsylvania
$854K +$64.7K +1,534 +8%
BC
556
Burney Company
Virginia
$852K +$852K +20,184 New
GAG
557
GM Advisory Group
New York
$847K – – –
UIA
558
UBP Investment Advisors
Switzerland
$844K – – –
DADC
559
D.A. Davidson & Co
Montana
$834K -$181K -4,355 -18%
PAM
560
Paradigm Asset Management
New York
$831K -$38K -900 -4%
QAM
561
Quantres Asset Management
Cayman Islands
$827K +$827K +19,600 New
Two Sigma Investments
562
Two Sigma Investments
New York
$822K -$43M -1,017,946 -98%
AFM
563
Abbot Financial Management
Massachusetts
$821K +$6.33K +150 +0.8%
SIP
564
Stoneridge Investment Partners
Pennsylvania
$820K +$78.1K +1,850 +11%
LP
565
LMR Partners
United Kingdom
$815K +$815K +19,320 New
BS
566
Bessemer Securities
New York
$812K – – –
DA
567
Denali Advisors
California
$810K +$810K +19,200 New
MCM
568
Mork Capital Management
California
$806K – – –
Northwestern Mutual Wealth Management
569
Northwestern Mutual Wealth Management
Wisconsin
$802K -$420K -9,957 -34%
SF
570
Synovus Financial
Georgia
$797K -$75.1K -1,784 -9%
ACPU
571
Arrowgrass Capital Partners (US)
Delaware
$793K -$197K -4,680 -20%
DIM
572
DC Investments Management
Virginia
$784K +$784K +18,576 New
FNT
573
First National Trust
Pennsylvania
$782K -$104K -2,454 -12%
American Century Companies
574
American Century Companies
Missouri
$782K – – –
WCM
575
Weld Capital Management
New York
$782K +$782K +18,534 New
21 22
23
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