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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 %
JG
601
Jefferies Group
New York
$658K +$300K +7,102 +84%
RJT
602
Raymond James Trust
Florida
$654K -$9.32K -221 -1%
CCM
603
Cullen Capital Management
New York
$641K – – –
DAM
604
Delta Asset Management
Tennessee
$634K – – –
PAWC
605
P.A.W. Capital
Connecticut
$633K +$211K +5,000 +50%
GWM
606
Geneos Wealth Management
Colorado
$632K +$759 +18 +0.1%
FNFDCM
607
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$629K – – –
BCM
608
Bayesian Capital Management
New York
$616K -$1.28M -30,282 -67%
BAC
609
Boys Arnold & Co
North Carolina
$616K -$44.8K -1,062 -7%
GSWM
610
Golden State Wealth Management
California
$616K +$616K +14,601 New
HKAM
611
Horizon Kinetics Asset Management
New York
$615K +$615K +14,573 New
1SB
612
1ST Source Bank
Indiana
$611K +$10.7K +253 +2%
IRC
613
Investors Research Corp
Georgia
$603K – – –
DPIM
614
Duff & Phelps Investment Management
Illinois
$601K – – –
PGIM
615
Pacific Global Investment Management
California
$600K +$971 +23 +0.2%
GT
616
Greenleaf Trust
Michigan
$599K -$127K -3,000 -17%
TCOT
617
Trust Company of Toledo
Ohio
$598K -$63.3K -1,500 -10%
RE
618
RBC Europe
United Kingdom
$597K -$216K -5,120 -27%
SWM
619
SeaCrest Wealth Management
New York
$596K +$8.27K +196 +1%
LOAME
620
Lombard Odier Asset Management (Europe)
United Kingdom
$595K – – –
KM
621
Kalos Management
Georgia
$592K -$116K -2,756 -16%
ED
622
Exane Derivatives
France
$584K +$129K +3,051 +28%
MMPW
623
Mitchell McLeod Pugh & Williams
Alabama
$582K +$10.6K +250 +2%
B
624
Barings
North Carolina
$576K -$2.46M -58,300 -81%
FMWA
625
Forvis Mazars Wealth Advisors
Missouri
$572K -$1.27K -30 -0.2%
23 24
25
26 27