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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 %
GT
601
Greenleaf Trust
Michigan
$656K +$23K +540 +4%
OTPPB
602
Ontario Teachers' Pension Plan Board
Ontario, Canada
$646K – – –
ARMT
603
Amica Retiree Medical Trust
Rhode Island
$645K – – –
DAM
604
Delta Asset Management
Tennessee
$641K – – –
PAWC
605
P.A.W. Capital
Connecticut
$640K – – –
MYIA
606
Mount Yale Investment Advisors
Colorado
$636K +$10.8K +221 +2%
ED
607
Exane Derivatives
France
$631K -$307K -7,200 -33%
SW
608
SlateStone Wealth
Florida
$628K – – –
MGIA
609
Moneta Group Investment Advisors
Missouri
$628K +$159K +3,716 +34%
RJT
610
Raymond James Trust
Florida
$627K -$7.38K -173 -1%
RIM
611
Rampart Investment Management
Connecticut
$624K -$84.9K -1,991 -12%
SFM
612
Systematic Financial Management
New Jersey
$617K -$2.26M -52,983 -79%
GSWM
613
Golden State Wealth Management
California
$616K -$2.18K -51 -0.4%
DPIM
614
Duff & Phelps Investment Management
Illinois
$608K – – –
LOAME
615
Lombard Odier Asset Management (Europe)
United Kingdom
$601K – – –
IRC
616
Investors Research Corp
Georgia
$599K – – –
PGIM
617
Pacific Global Investment Management
California
$597K +$43 +1 +0%
CCMT
618
CMT Capital Markets Trading
Germany
$591K -$1,000K -23,441 -63%
MMPW
619
Mitchell McLeod Pugh & Williams
Alabama
$588K – – –
PWP
620
Principle Wealth Partners
Connecticut
$583K +$134K +3,133 +30%
SWM
621
SeaCrest Wealth Management
New York
$581K -$2.26K -53 -0.4%
CANC
622
Culbertson A N & Co
Virginia
$580K +$51.2K +1,200 +10%
KA
623
Kintegral Advisory
New York
$574K – – –
BWM
624
Buckley Wealth Management
Nevada
$573K -$279K -6,531 -33%
CAN
625
Cetera Advisor Networks
California
$573K -$166K -3,916 -23%
23 24
25
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