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Morgan Stanley
MS

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 %
HAG
626
HighPoint Advisor Group
Illinois
$634K -$27.5K -619 -4%
GSWM
627
Golden State Wealth Management
California
$634K -$5.48K -125 -0.9%
HKAM
628
Horizon Kinetics Asset Management
New York
$633K -$5.17K -118 -0.8%
Holocene Advisors
629
Holocene Advisors
New York
$627K -$5.83M -133,018 -90%
TRCT
630
Tower Research Capital (TRC)
New York
$624K -$622K -14,203 -50%
DPIM
631
Duff & Phelps Investment Management
Illinois
$624K – – –
LOAME
632
Lombard Odier Asset Management (Europe)
United Kingdom
$617K – – –
IRC
633
Investors Research Corp
Georgia
$615K -$11K -250 -2%
PGIM
634
Pacific Global Investment Management
California
$613K -$10.1K -230 -2%
MMPW
635
Mitchell McLeod Pugh & Williams
Alabama
$604K – – –
SWM
636
SeaCrest Wealth Management
New York
$599K -$20.4K -465 -3%
KA
637
Kintegral Advisory
New York
$589K – – –
FMWA
638
Forvis Mazars Wealth Advisors
Missouri
$585K -$8.81K -201 -1%
DADC
639
D.A. Davidson & Co
Montana
$582K -$300K -6,838 -34%
SFI
640
Susquehanna Fundamental Investments
Pennsylvania
$578K -$915K -20,889 -61%
1SB
641
1ST Source Bank
Indiana
$575K -$59.7K -1,361 -9%
BDF
642
Balasa Dinverno & Foltz
$567K +$56.4K +1,288 +11%
RSS
643
Rosenblum Silverman Sutton
California
$559K -$130K -2,960 -19%
EB
644
Eastern Bank
Massachusetts
$557K -$381K -8,694 -41%
BP
645
Ballentine Partners
Massachusetts
$556K +$283K +6,472 +104%
WAM
646
Wealthspire Advisors (Maryland)
Maryland
$554K -$18K -410 -3%
BDS
647
Banco de Sabadell
Florida
$552K – – –
FPA
648
First Pacific Advisors
California
$550K – – –
CANC
649
Culbertson A N & Co
Virginia
$543K +$96.4K +2,200 +22%
BOE
650
Bank of Edwardsville
Illinois
$536K -$29.2K -667 -5%
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