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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 %
NA
651
NewEdge Advisors
Louisiana
$480K +$37.5K +888 +8%
NERM
652
New England Research & Management
Illinois
$476K +$8.44K +200 +2%
CCA
653
Checchi Capital Advisers
California
$464K -$13.5K -321 -3%
MGIA
654
Moneta Group Investment Advisors
Missouri
$464K -$42 -1 -0%
MC
655
Muhlenkamp & Co
Pennsylvania
$456K +$456K +10,805 New
ARMT
656
Amica Retiree Medical Trust
Rhode Island
$452K +$160K +3,780 +55%
HT
657
HAP Trading
New York
$449K +$449K +10,628 New
PWP
658
Principle Wealth Partners
Connecticut
$445K +$66.4K +1,572 +18%
BFA
659
Beaumont Financial Advisors
Massachusetts
$444K -$42.2K -1,001 -9%
EGM
660
Engineers Gate Manager
New York
$443K +$443K +10,497 New
LC
661
Lourd Capital
California
$440K -$70.5K -1,670 -14%
GJCM
662
Grand Jean Capital Management
California
$433K +$433K +10,250 New
CANC
663
Culbertson A N & Co
Virginia
$430K +$12.9K +305 +3%
DAS
664
Dynamic Advisor Solutions
Arizona
$428K – – –
BWCS
665
Beirne Wealth Consulting Services
Connecticut
$426K -$47.3K -1,119 -10%
KWMG
666
King Wealth Management Group
Florida
$426K -$25.3K -600 -6%
CS
667
Comerica Securities
Michigan
$425K -$3.15M -74,605 -88%
CG
668
Caprock Group
Idaho
$424K +$63.1K +1,496 +17%
EC
669
EJF Capital
Virginia
$422K -$106K -2,500 -20%
WOC
670
West Oak Capital
California
$420K -$29.5K -700 -7%
EGA
671
E&G Advisors
Texas
$418K -$42.2K -1,000 -9%
WT
672
Whittier Trust
California
$412K – – –
TCOV
673
Trust Company of Vermont
Vermont
$408K -$17.7K -420 -4%
AIM
674
Anchor Investment Management
South Carolina
$408K -$8.02K -190 -2%
BFEC
675
Benjamin F. Edwards & Company
Missouri
$407K – – –
25 26
27
28 29