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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 %
AIM
726
Allen Investment Management
New York
$323K -$746 -17 -0.2%
BRWA
727
B. Riley Wealth Advisors
Florida
$322K -$1.23K -28 -0.4%
Rockefeller Capital Management
728
Rockefeller Capital Management
New York
$321K -$7.88K -180 -2%
SRC
729
Shufro Rose & Co
New York
$320K – – –
CPC
730
Congress Park Capital
New York
$320K – – –
WIC
731
Woodmont Investment Counsel
Tennessee
$317K – – –
S
732
SignatureFD
Georgia
$316K +$28.8K +656 +10%
HPC
733
Hobart Private Capital
North Carolina
$312K +$40K +913 +15%
WIS
734
Wright Investors Service
Connecticut
$311K -$1.01K -23 -0.3%
VAS
735
Vestmark Advisory Solutions
Massachusetts
$311K +$16.2K +369 +5%
HPC
736
HM Payson & Co
Maine
$311K +$311K +7,107 New
PCM
737
Perritt Capital Management
Illinois
$310K -$2.19K -50 -0.7%
LCS
738
Levin Capital Strategies
New York
$307K -$219K -5,000 -42%
WPW
739
Winthrop Partners - WNY
New York
$305K +$34.1K +778 +13%
RWP
740
RWA Wealth Partners
Massachusetts
$305K -$14K -320 -4%
SAM
741
Silvercrest Asset Management
New York
$304K -$1.75K -40 -0.6%
PLFAM
742
Pineno Levin & Ford Asset Management
Virginia
$303K – – –
CIA
743
Capital Investment Advisors
Georgia
$302K -$31.8K -727 -10%
TMAM
744
Tokio Marine Asset Management
Japan
$302K +$18.7K +428 +7%
DWT
745
Dorsey & Whitney Trust
South Dakota
$301K +$2.89K +66 +1%
CG
746
Colony Group
Massachusetts
$299K -$2.19K -50 -0.7%
IUHSA
747
Itau Unibanco Holding S.A.
Brazil
$299K +$299K +6,833 New
ADL
748
Asset Dedication LLC
California
$298K +$143K +3,267 +93%
HI
749
Horizon Investments
North Carolina
$297K +$28.1K +641 +10%
EWM
750
Evermay Wealth Management
Virginia
$292K -$700 -16 -0.2%
28 29
30
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