MS icon

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
+$203M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$127M
3
EIP
Easterly Investment Partners
Massachusetts
+$115M
4
Capital World Investors
Capital World Investors
California
+$97.4M
5
Millennium Management
Millennium Management
New York
+$93.1M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$788M
2
Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group
Japan
-$404M
3
Bessemer Group
Bessemer Group
New Jersey
-$208M
4
VH
ValueAct Holdings
California
-$170M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
551
Atria Investments
North Carolina
$870K +$16.1K +377 +2%
CAM
552
Carret Asset Management
New York
$863K +$146K +3,422 +20%
TF
553
TIAA FSB
Florida
$854K -$32.2K -754 -4%
RCG
554
Rock Creek Group
District of Columbia
$853K -$427K -10,000 -33%
UIA
555
UBP Investment Advisors
Switzerland
$853K – – –
CI
556
Conning Inc
Connecticut
$847K -$99.9K -2,341 -11%
ISB
557
Iowa State Bank
Iowa
$847K +$847K +19,841 New
GJCM
558
Grand Jean Capital Management
California
$838K -$72.6K -1,700 -8%
PIA
559
Piedmont Investment Advisors
North Carolina
$834K +$26.8K +629 +3%
AFM
560
Abbot Financial Management
Massachusetts
$832K -$17.1K -400 -2%
SIP
561
Stoneridge Investment Partners
Pennsylvania
$829K – – –
LG
562
Leuthold Group
Minnesota
$819K +$819K +19,205 New
MCM
563
Mork Capital Management
California
$815K – – –
AW
564
ACG Wealth
Georgia
$810K +$470 +11 +0.1%
CC
565
ClearArc Capital
Ohio
$808K -$28.1K -659 -3%
SF
566
Synovus Financial
Georgia
$795K +$14.7K +344 +2%
IRF
567
IBM Retirement Fund
New York
$788K -$14.9K -348 -2%
SACTSONJ
568
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$768K – – –
CANY
569
Caxton Associates (New York)
New York
$765K +$60.9K +1,428 +9%
WC
570
Whitnell & Co
Illinois
$764K – – –
FMBTD
571
First Midwest Bank Trust Division
Illinois
$763K -$29.2K -685 -4%
Assenagon Asset Management
572
Assenagon Asset Management
Luxembourg
$760K -$4.27K -100 -0.6%
CI
573
Capital International
California
$760K +$360K +8,445 +90%
SWP
574
Stratos Wealth Partners
Ohio
$755K -$11.6K -272 -2%
OAM
575
Oak Asset Management
California
$753K +$28.7K +673 +4%
21 22
23
24 25