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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 %
EB
651
Eastern Bank
Massachusetts
$482K -$60.9K -1,426 -11%
SCM
652
Shapiro Capital Management
Georgia
$469K +$469K +11,000 New
CIA
653
CSat Investment Advisory
Michigan
$464K +$95.1K +2,228 +26%
TF
654
TLWM Financial
Texas
$461K -$16.2K -375 -3%
MC
655
Muhlenkamp & Co
Pennsylvania
$461K – – –
BDF
656
Balasa Dinverno & Foltz
$458K -$94K -2,205 -17%
SI
657
Stephens Inc
Arkansas
$458K +$41.2K +967 +10%
BP
658
Ballentine Partners
Massachusetts
$455K -$88.4K -2,067 -16%
TP
659
Truvvo Partners
New York
$453K – – –
BAC
660
Boys Arnold & Co
North Carolina
$451K -$173K -4,050 -28%
CCA
661
Checchi Capital Advisers
California
$451K -$13.7K -320 -3%
OSAM
662
O'Shaughnessy Asset Management
Connecticut
$448K +$445K +10,421 +13,191%
SAM
663
Symphony Asset Management
California
$448K +$448K +10,506 New
VAS
664
Vestmark Advisory Solutions
Massachusetts
$446K +$143K +3,349 +47%
DAS
665
Dynamic Advisor Solutions
Arizona
$439K -$18.8K -440 -4%
PHK
666
Point72 Hong Kong
Hong Kong
$434K -$247K -5,795 -36%
WIA
667
Wealthstreet Investment Advisors
Texas
$434K -$66.1K -1,412 -13%
DADC
668
D.A. Davidson & Co
Montana
$433K -$134K -3,143 -24%
SPC
669
Sigma Planning Corp
Michigan
$429K -$2.05K -48 -0.5%
EC
670
EJF Capital
Virginia
$427K – – –
C
671
Cerebellum
California
$424K +$85K +1,990 +25%
WT
672
Whittier Trust
California
$420K +$3.45K +81 +0.8%
KWMG
673
King Wealth Management Group
Florida
$418K -$13K -305 -3%
SS
674
Simplicity Solutions
Minnesota
$417K -$31.5K -739 -7%
SC
675
Savant Capital
Illinois
$416K +$7.25K +170 +2%
25 26
27
28 29