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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 %
BHBT
701
Burke & Herbert Bank & Trust
Virginia
$368K +$368K +8,616 New
TFCP
702
Twin Focus Capital Partners
Massachusetts
$367K – – –
DWT
703
Dorsey & Whitney Trust
South Dakota
$367K +$73.7K +1,728 +25%
SW
704
SVB Wealth
Massachusetts
$366K +$29.1K +683 +9%
FPA
705
First Pacific Advisors
California
$365K -$171K -4,000 -32%
AWM
706
Altium Wealth Management
New York
$365K +$3.96K +93 +1%
BSA
707
Bull Street Advisors
Georgia
$364K +$364K +8,525 New
WOC
708
West Oak Capital
California
$358K -$66.5K -1,560 -16%
TCM
709
Teza Capital Management
Illinois
$358K +$358K +8,396 New
LB
710
Legacy Bridge
Iowa
$357K -$25.6K -600 -7%
FPCP
711
Fort Point Capital Partners
California
$357K – – –
EM
712
Excalibur Management
Massachusetts
$356K -$8.79K -206 -2%
CCP
713
Corient Capital Partners
California
$354K +$89.6K +2,098 +34%
CFB
714
Cullen/Frost Bankers
Texas
$347K -$43.1K -1,009 -11%
WCA
715
Westover Capital Advisors
Delaware
$341K – – –
BCM
716
Brown Capital Management
Maryland
$336K +$11.3K +266 +3%
BRWA
717
B. Riley Wealth Advisors
Florida
$333K +$19.4K +453 +6%
OWA
718
Outlook Wealth Advisors
Texas
$331K +$10.2K +240 +3%
AIM
719
Anchor Investment Management
South Carolina
$330K -$67.6K -1,585 -17%
BB
720
Bell Bank
North Dakota
$330K – – –
GLA
721
Good Life Advisors
Pennsylvania
$326K +$3.83K +90 +1%
SS
722
Sunbelt Securities
Texas
$326K +$72.9K +1,710 +29%
HPC
723
Hobart Private Capital
North Carolina
$323K +$19.6K +459 +6%
NNP
724
Nachman Norwood & Parrott
South Carolina
$323K -$7.65K -179 -2%
LOAMS
725
Lombard Odier Asset Management (Switzerland)
Switzerland
$323K +$97.7K +2,289 +43%
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