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Morgan Stanley
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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 %
AW
576
ACG Wealth
Georgia
$831K -$322K -7,347 -28%
PIA
577
Piedmont Investment Advisors
North Carolina
$829K -$90.4K -2,063 -10%
IRF
578
IBM Retirement Fund
New York
$824K +$13.9K +317 +2%
ER
579
Enlightenment Research
Florida
$824K +$824K +18,800 New
FMBTD
580
First Midwest Bank Trust Division
Illinois
$814K -$197K -4,500 -20%
American Century Companies
581
American Century Companies
Missouri
$812K – – –
SF
582
Synovus Financial
Georgia
$801K -$28.3K -646 -3%
CIM
583
CIM Investment Management
Pennsylvania
$793K +$32.1K +732 +4%
AI
584
Atria Investments
North Carolina
$789K -$69.2K -1,755 -8%
SACTSONJ
585
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$789K – – –
SWP
586
Stratos Wealth Partners
Ohio
$787K -$1.28M -29,158 -62%
WC
587
Whitnell & Co
Illinois
$784K – – –
Assenagon Asset Management
588
Assenagon Asset Management
Luxembourg
$784K +$232K +5,300 +42%
MA
589
Montag & Associates
Georgia
$766K -$230K -5,250 -23%
WSFS
590
Wilmington Savings Fund Society
Delaware
$765K -$30.5K -696 -4%
CAN
591
Cetera Advisor Networks
California
$764K -$15.8K -360 -2%
WPC
592
White Pine Capital
Minnesota
$762K -$4.38K -100 -0.6%
OAM
593
Oak Asset Management
California
$755K +$166K +3,720 +28%
FNT
594
First National Trust
Pennsylvania
$754K -$57.6K -1,315 -7%
VLKIM
595
Van Lanschot Kempen Investment Management
Netherlands
$752K -$516K -11,784 -41%
AIM
596
Axiom Investment Management
New York
$752K -$2.4K -55 -0.3%
P
597
Pitcairn
Pennsylvania
$746K +$24K +548 +3%
DI
598
Diligent Investors
California
$745K -$8.76K -200 -1%
CAM
599
Carret Asset Management
New York
$736K -$2.8K -64 -0.4%
SM
600
Salzhauer Michael
$735K – – –
22 23
24
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