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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 %
GAM
676
Gotham Asset Management
New York
$414K -$468K -10,965 -53%
HCM
677
Highlander Capital Management
New Jersey
$414K +$207K +4,850 +100%
CS
678
Comerica Securities
Michigan
$412K +$35.9K +841 +10%
NSIM
679
North Star Investment Management
Illinois
$409K +$409K +9,576 New
SPIA
680
Steward Partners Investment Advisory
New York
$404K +$47.2K +1,108 +13%
ISL
681
Ingalls & Snyder LLC
New York
$400K – – –
TCOV
682
Trust Company of Vermont
Vermont
$399K -$11.3K -265 -3%
SDAM
683
Shulman DeMeo Asset Management
New York
$391K -$15K -352 -4%
AC
684
Abbrea Capital
California
$391K +$5.12K +120 +1%
CGL
685
Clarius Group LLC
Washington
$390K -$93.8K -2,196 -19%
IB
686
Intrust Bank
Kansas
$384K -$34.4K -806 -8%
EGA
687
E&G Advisors
Texas
$384K – – –
EGM
688
Engineers Gate Manager
New York
$383K -$5.32M -124,489 -93%
GFP
689
Gryphon Financial Partners
Ohio
$382K +$22K +516 +6%
CG
690
Cynosure Group
Utah
$381K -$135K -3,160 -26%
FVCM
691
F&V Capital Management
Florida
$381K – – –
CIA
692
Capital Investment Advisors
Georgia
$380K +$85.9K +2,015 +29%
RIG
693
Renaissance Investment Group
Massachusetts
$379K -$10.7K -250 -3%
RTC
694
Riverview Trust Company
Washington
$376K -$1.07K -25 -0.3%
CA
695
Cetera Advisors
Colorado
$374K +$160K +3,741 +75%
DSC
696
Duncker Streett & Co
Missouri
$373K +$256 +6 +0.1%
MFG
697
Magnus Financial Group
New York
$373K +$1.37K +32 +0.4%
CG
698
Caprock Group
Idaho
$369K -$22.7K -533 -6%
BCWM
699
Bartlett & Co Wealth Management
Ohio
$368K +$181K +4,247 +97%
BC
700
Bartlett & Co
Ohio
$368K +$181K +4,247 +97%
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