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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 %
IRF
576
IBM Retirement Fund
New York
$780K – – –
WSFS
577
Wilmington Savings Fund Society
Delaware
$766K -$38.3K -907 -5%
PI
578
PHH Investments
Texas
$764K -$6.96K -165 -0.9%
ACM
579
AlphaCrest Capital Management
New York
$763K -$410K -9,708 -35%
SACTSONJ
580
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$760K -$84.4K -2,000 -10%
WC
581
Whitnell & Co
Illinois
$755K – – –
TF
582
TIAA FSB
Florida
$749K -$52.9K -1,254 -7%
CAN
583
Cetera Advisor Networks
California
$743K -$160K -3,836 -18%
WPC
584
White Pine Capital
Minnesota
$739K +$4.22K +100 +0.6%
CIM
585
CIM Investment Management
Pennsylvania
$733K – – –
DI
586
Diligent Investors
California
$726K – – –
AIM
587
Axiom Investment Management
New York
$725K -$807K -19,220 -53%
AL
588
AJO LP
Pennsylvania
$717K -$6.38M -151,307 -90%
Lord, Abbett & Co
589
Lord, Abbett & Co
New Jersey
$713K +$197K +4,662 +38%
CAM
590
Carret Asset Management
New York
$712K +$31.6K +748 +5%
SM
591
Salzhauer Michael
$708K – – –
WT
592
Washington Trust
Rhode Island
$696K +$1.16K +25 +0.2%
HAG
593
HighPoint Advisor Group
Illinois
$695K -$60.3K -1,292 -8%
P
594
Pitcairn
Pennsylvania
$695K +$354K +8,400 +104%
FCA
595
FinTrust Capital Advisors
South Carolina
$691K +$37.3K +884 +6%
IMC Chicago
596
IMC Chicago
Illinois
$691K +$691K +16,370 New
I2I
597
Insight 2811 Inc
Illinois
$674K +$337K +7,983 +100%
RSS
598
Rosenblum Silverman Sutton
California
$663K -$673K -15,968 -50%
SIC
599
Salem Investment Counselors
North Carolina
$661K -$698 -15 -0.1%
IFWM
600
Institute for Wealth Management
Colorado
$661K +$661K +15,654 New
22 23
24
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