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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 %
WIC
726
Woodmont Investment Counsel
Tennessee
$305K – – –
SFS
727
Sowell Financial Services
Arkansas
$304K -$122K -2,904 -29%
VNA
728
Valley National Advisers
Pennsylvania
$304K -$25.1K -596 -8%
PCM
729
Perritt Capital Management
Illinois
$301K -$25.3K -600 -8%
WIS
730
Wright Investors Service
Connecticut
$300K -$297K -7,055 -50%
OMC
731
Old Mission Capital
Illinois
$300K +$300K +7,100 New
WS
732
Wedbush Securities
California
$295K -$171K -4,059 -37%
CPC
733
Congress Park Capital
New York
$295K – – –
OWA
734
Outlook Wealth Advisors
Texas
$295K +$247K +5,843 +510%
SAM
735
Silvercrest Asset Management
New York
$294K -$5.19K -123 -2%
CCMT
736
CMT Capital Markets Trading
Germany
$293K +$293K +6,951 New
PLFAM
737
Pineno Levin & Ford Asset Management
Virginia
$292K – – –
CG
738
Colony Group
Massachusetts
$290K +$76.3K +1,806 +36%
HF
739
HRT Financial
New York
$288K -$1.02M -24,248 -78%
DWT
740
Dorsey & Whitney Trust
South Dakota
$288K -$17.4K -411 -6%
LWM
741
Lyell Wealth Management
California
$286K -$13.7K -325 -5%
VAS
742
Vestmark Advisory Solutions
Massachusetts
$284K +$284K +6,735 New
KA
743
Kovack Advisors
Florida
$283K -$8.6K -204 -3%
EWM
744
Evermay Wealth Management
Virginia
$282K – – –
SWA
745
Stratos Wealth Advisors
Ohio
$281K -$10.5K -249 -4%
SCM
746
SOL Capital Management
Maryland
$279K – – –
AssetMark Inc
747
AssetMark Inc
California
$278K -$37.3K -885 -12%
FG
748
Fiduciary Group
Georgia
$278K +$62.2K +1,477 +29%
PCM
749
Poehling Capital Management
Wisconsin
$277K -$3.37K -80 -1%
S
750
SignatureFD
Georgia
$276K -$55.1K -1,308 -17%
28 29
30
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