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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 %
FAM
626
Formidable Asset Management
Ohio
$571K +$571K +6,713 New
KA
627
Kintegral Advisory
New York
$568K +$309K +7,324 +119%
MCM
628
MAI Capital Management
Ohio
$566K +$3.67K +87 +0.7%
PI
629
PFS Investments
Georgia
$564K +$564K +13,358 New
OAM
630
Oak Asset Management
California
$559K +$155K +3,665 +38%
MYIA
631
Mount Yale Investment Advisors
Colorado
$557K -$1.69K -40 -0.3%
CG
632
Cutler Group
California
$551K -$2.58M -61,234 -82%
WAM
633
Wealthspire Advisors (Maryland)
Maryland
$551K -$19.1K -453 -3%
BOE
634
Bank of Edwardsville
Illinois
$545K +$545K +12,905 New
Assenagon Asset Management
635
Assenagon Asset Management
Luxembourg
$532K +$25.3K +600 +5%
BSPF
636
British Steel Pension Fund
United Kingdom
$532K +$532K +12,600 New
FPA
637
First Pacific Advisors
California
$530K -$169K -4,000 -24%
BDS
638
Banco de Sabadell
Florida
$527K – – –
CFB
639
Cullen/Frost Bankers
Texas
$524K -$157K -3,750 -23%
CIP
640
Cornerstone Investment Partners
Georgia
$511K – – –
LCS
641
Levin Capital Strategies
New York
$506K -$4.03M -95,544 -89%
BO
642
Bach Option
Hong Kong
$503K -$620K -14,671 -55%
RIM
643
Rampart Investment Management
Connecticut
$499K -$43.3K -1,025 -8%
OIM
644
Orca Investment Management
Oregon
$497K – – –
WIA
645
Wealthstreet Investment Advisors
Texas
$494K +$76K +1,800 +18%
GAM
646
Gotham Asset Management
New York
$492K -$1.96M -46,462 -80%
BDF
647
Balasa Dinverno & Foltz
$492K -$27.4K -649 -5%
PA
648
Parallel Advisors
California
$488K +$76.5K +1,812 +19%
TF
649
TLWM Financial
Texas
$481K -$23.5K -556 -5%
TSWM
650
Triangle Securities Wealth Management
North Carolina
$480K +$10.3K +245 +2%
24 25
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