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 %
JT
551
Jump Trading
Illinois
$958K +$958K +21,863 New
BC
552
Brinker Capital
Pennsylvania
$957K -$50.2K -1,145 -5%
CAM
553
Cacti Asset Management
Georgia
$957K – – –
HWA
554
HCR Wealth Advisors
California
$955K -$138K -3,155 -13%
HNB
555
Huntington National Bank
Ohio
$943K -$130K -2,972 -12%
RIL
556
Rothschild Investment LLC
Illinois
$936K -$171K -3,900 -15%
GJCM
557
Grand Jean Capital Management
California
$935K +$486K +11,085 +108%
LWS
558
Lucia Wealth Services
California
$934K -$150K -3,413 -14%
SFG
559
SevenBridge Financial Group
Pennsylvania
$924K +$37.4K +855 +4%
LAM
560
Lingohr Asset Management
Germany
$924K +$924K +21,100 New
TH
561
TCTC Holdings
Texas
$910K – – –
TF
562
TIAA FSB
Florida
$910K +$133K +3,036 +17%
GAM
563
Gotham Asset Management
New York
$906K +$395K +9,017 +77%
Acadian Asset Management
564
Acadian Asset Management
Massachusetts
$902K -$348K -7,939 -28%
BC
565
Burney Company
Virginia
$900K +$15.6K +355 +2%
GAG
566
GM Advisory Group
New York
$879K – – –
UIA
567
UBP Investment Advisors
Switzerland
$876K – – –
BWM
568
Buckley Wealth Management
Nevada
$875K -$130K -2,958 -13%
AFM
569
Abbot Financial Management
Massachusetts
$872K +$19.7K +450 +2%
Northwestern Mutual Wealth Management
570
Northwestern Mutual Wealth Management
Wisconsin
$867K +$33.7K +768 +4%
CC
571
ClearArc Capital
Ohio
$859K -$94.3K -2,151 -10%
SIP
572
Stoneridge Investment Partners
Pennsylvania
$851K – – –
BS
573
Bessemer Securities
New York
$843K – – –
Balyasny Asset Management
574
Balyasny Asset Management
Illinois
$838K -$98.7M -2,254,003 -99%
MCM
575
Mork Capital Management
California
$837K – – –
21 22
23
24 25