MS icon

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 %
CAG
676
Csenge Advisory Group
Florida
$405K -$472K -11,186 -54%
ACM
677
Advent Capital Management
New York
$401K -$2.55M -60,500 -86%
AC
678
Abbrea Capital
California
$401K -$8.02K -190 -2%
AWM
679
Altium Wealth Management
New York
$400K +$32K +760 +9%
SS
680
Simplicity Solutions
Minnesota
$399K +$29.8K +705 +8%
SDAM
681
Shulman DeMeo Asset Management
New York
$399K +$399K +9,464 New
ISL
682
Ingalls & Snyder LLC
New York
$396K +$42.2K +1,000 +12%
SC
683
Savant Capital
Illinois
$395K -$12.3K -291 -3%
CI
684
Capital International
California
$395K – – –
FIB
685
First Interstate Bank
Montana
$393K +$51.5K +1,220 +15%
OIA
686
Optimum Investment Advisors
Illinois
$392K -$64.6K -1,533 -14%
CGL
687
Clarius Group LLC
Washington
$392K +$392K +9,300 New
PP
688
Paloma Partners
Connecticut
$388K -$4.87M -115,292 -93%
SI
689
Stephens Inc
Arkansas
$387K +$61.2K +1,449 +19%
WTFG
690
Wells Trecaso Financial Group
Ohio
$386K – – –
RIG
691
Renaissance Investment Group
Massachusetts
$385K +$10.5K +250 +3%
SPC
692
Sigma Planning Corp
Michigan
$385K +$20.9K +495 +6%
AWM
693
AE Wealth Management
Kansas
$385K +$88.3K +2,093 +30%
MHS
694
M Holdings Securities
Oregon
$384K +$105K +2,492 +38%
HFS
695
HL Financial Services
Kentucky
$383K -$69.8K -1,653 -15%
CMI
696
Clare Market Investments
Texas
$383K -$522K -12,370 -58%
DSC
697
Duncker Streett & Co
Missouri
$379K +$10.8K +255 +3%
LB
698
Legacy Bridge
Iowa
$378K – – –
FVCM
699
F&V Capital Management
Florida
$377K – – –
MAFM
700
Mid Atlantic Financial Management
Pennsylvania
$376K -$8.65K -205 -2%
26 27
28
29 30