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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 %
SW
701
SVB Wealth
Massachusetts
$374K -$12.8K -304 -3%
RTC
702
Riverview Trust Company
Washington
$373K – – –
MFG
703
Magnus Financial Group
New York
$367K -$62.7K -1,484 -15%
CFGS
704
Concourse Financial Group Securities
Alabama
$363K -$117K -2,791 -24%
TFCP
705
Twin Focus Capital Partners
Massachusetts
$363K +$106K +2,500 +41%
EM
706
Excalibur Management
Massachusetts
$362K +$63K +1,495 +21%
FPCP
707
Fort Point Capital Partners
California
$360K -$7.67K -182 -2%
WCA
708
Westover Capital Advisors
Delaware
$338K -$297K -7,025 -47%
TAM
709
Tocqueville Asset Management
New York
$337K +$97.1K +2,300 +41%
NNP
710
Nachman Norwood & Parrott
South Carolina
$327K +$10.5K +249 +3%
BB
711
Bell Bank
North Dakota
$326K -$41.9K -993 -11%
BCM
712
Brown Capital Management
Maryland
$326K +$20.7K +492 +7%
CB
713
Community Bank
New York
$325K +$3.38K +80 +1%
ZCM
714
Zebra Capital Management
Connecticut
$324K +$88.3K +2,090 +37%
CIA
715
Capital Investment Advisors
Georgia
$322K -$18.2K -430 -5%
GLA
716
Good Life Advisors
Pennsylvania
$317K -$5.84K -139 -2%
Loomis, Sayles & Company
717
Loomis, Sayles & Company
Massachusetts
$317K +$12.8K +304 +4%
Rockefeller Capital Management
718
Rockefeller Capital Management
New York
$317K +$250K +5,920 +372%
SRAM
719
Stone Ridge Asset Management
New York
$317K +$317K +7,500 New
BRWA
720
B. Riley Wealth Advisors
Florida
$312K -$13.7K -323 -4%
KPCM
721
Kings Point Capital Management
New York
$311K – – –
AIM
722
Allen Investment Management
New York
$311K – – –
CAW
723
Cornerstone Advisors (Washington)
Washington
$310K +$41.1K +972 +15%
SRC
724
Shufro Rose & Co
New York
$308K +$92.8K +2,200 +43%
RWP
725
RWA Wealth Partners
Massachusetts
$307K – – –
27 28
29
30 31