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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 %
ACPU
626
Arrowgrass Capital Partners (US)
Delaware
$571K -$63.5K -1,490 -10%
FMWA
627
Forvis Mazars Wealth Advisors
Missouri
$566K -$3.28K -77 -0.6%
1SB
628
1ST Source Bank
Indiana
$559K -$811 -19 -0.1%
FIB
629
First Interstate Bank
Montana
$559K +$120K +2,822 +27%
CAG
630
Csenge Advisory Group
Florida
$559K +$172K +4,017 +44%
CC
631
Centiva Capital
New York
$547K +$547K +12,820 New
WC
632
Weil Company
California
$543K +$543K +12,733 New
MS
633
Maven Securities
Jersey
$542K +$542K +12,689 New
BDS
634
Banco de Sabadell
Florida
$538K – – –
RSS
635
Rosenblum Silverman Sutton
California
$535K -$9.3K -218 -2%
BB
636
Busey Bank
Illinois
$535K +$535K +12,532 New
MHP
637
Manatuck Hill Partners
Connecticut
$533K +$533K +12,500 New
WAM
638
Wealthspire Advisors (Maryland)
Maryland
$526K -$13.6K -319 -3%
TSWM
639
Triangle Securities Wealth Management
North Carolina
$525K +$26.7K +625 +5%
CIP
640
Cornerstone Investment Partners
Georgia
$522K – – –
NA
641
NewEdge Advisors
Louisiana
$517K +$99.1K +2,313 +24%
FNFDCM
642
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$516K -$120K -2,820 -19%
AssetMark Inc
643
AssetMark Inc
California
$512K +$105K +2,464 +26%
UCFA
644
United Capital Financial Advisors
Texas
$504K -$748K -17,525 -60%
TCOT
645
Trust Company of Toledo
Ohio
$501K – – –
OIM
646
Orca Investment Management
Oregon
$494K – – –
DIA
647
Davidson Investment Advisors
Montana
$493K -$16.8K -395 -3%
NERM
648
New England Research & Management
Illinois
$485K +$42.6K +1,000 +10%
Acadian Asset Management
649
Acadian Asset Management
Massachusetts
$484K -$395K -9,254 -45%
MWM
650
Meridian Wealth Management
Kentucky
$484K – – –
24 25
26
27 28