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Morgan Stanley
MS

Overview Fund Activity

1,018 hedge funds and large institutions have $62B invested in Morgan Stanley in 2019 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 356 increasing their positions, 403 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,018
Holders Change
-20
Holders Change %
-1.93%
% of All Funds
22.14%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.39%
New
82
Increased
356
Reduced
403
Closed
89
Calls
$912M
Puts
$1.85B
Net Calls
-$933M
Net Calls Change
-$40.9M

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$726M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$224M
3
AAMU
3
Amundi Asset Management US
Massachusetts
$1.03B
4
SSM
4
Sound Shore Management
Connecticut
$155M
5
EC
5
Eminence Capital
New York
$142M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$794M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$215M
3
Mitsubishi UFJ Financial Group
3
Mitsubishi UFJ Financial Group
Japan
$17.4B
4
Citadel Advisors
4
Citadel Advisors
Florida
$69M
5
State Street
5
State Street
Massachusetts
$5.32B
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
701
Comerica Securities
Michigan
$386K -$54.9K -1,255 -12%
DSC
702
Duncker Streett & Co
Missouri
$383K -$10.8K -246 -3%
HHGA
703
Halbert Hargrove Global Advisors
California
$383K +$383K +8,736 New
MFG
704
Magnus Financial Group
New York
$382K +$1.1K +25 +0.3%
CIA
705
CSat Investment Advisory
Michigan
$379K +$170K +3,875 +81%
TFCP
706
Twin Focus Capital Partners
Massachusetts
$377K – – –
EM
707
Excalibur Management
Massachusetts
$375K -$1.54K -35 -0.4%
AWM
708
Altium Wealth Management
New York
$371K -$44.6K -1,018 -11%
GFP
709
Gryphon Financial Partners
Ohio
$370K +$370K +8,437 New
SCP
710
Syntal Capital Partners
Texas
$369K +$369K +8,441 New
FPCP
711
Fort Point Capital Partners
California
$366K -$7.66K -175 -2%
SPIA
712
Steward Partners Investment Advisory
New York
$366K +$99.8K +2,282 +37%
TAM
713
Tocqueville Asset Management
New York
$354K +$4.86K +111 +1%
WCA
714
Westover Capital Advisors
Delaware
$350K – – –
C
715
Cerebellum
California
$348K +$348K +7,942 New
SW
716
SVB Wealth
Massachusetts
$346K -$42.4K -968 -11%
CAW
717
Cornerstone Advisors (Washington)
Washington
$342K +$20.2K +461 +6%
BB
718
Bell Bank
North Dakota
$339K – – –
NNP
719
Nachman Norwood & Parrott
South Carolina
$339K +$44 +1 +0%
CB
720
Community Bank
New York
$338K – – –
BCM
721
Brown Capital Management
Maryland
$334K -$5.26K -120 -2%
GLA
722
Good Life Advisors
Pennsylvania
$332K +$1.14K +26 +0.3%
KPCM
723
Kings Point Capital Management
New York
$331K +$8.71K +199 +3%
WP
724
WealthSource Partners
California
$331K +$50.2K +1,145 +18%
OWA
725
Outlook Wealth Advisors
Texas
$330K +$23.5K +537 +8%
27 28
29
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