MS icon

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 %
S
726
SignatureFD
Georgia
$320K +$13K +306 +4%
SRC
727
Shufro Rose & Co
New York
$317K +$5.97K +140 +2%
GT
728
Glenview Trust
Kentucky
$317K +$317K +7,438 New
OIA
729
Optimum Investment Advisors
Illinois
$316K -$81K -1,898 -20%
HI
730
Horizon Investments
North Carolina
$314K +$27.5K +649 +10%
CAW
731
Cornerstone Advisors (Washington)
Washington
$313K -$19.2K -450 -6%
SFS
732
Sowell Financial Services
Arkansas
$312K +$312K +7,323 New
GWM
733
Geneos Wealth Management
Colorado
$311K -$327K -7,658 -51%
WIC
734
Woodmont Investment Counsel
Tennessee
$309K – – –
TA
735
Thor Advisors
New York
$309K +$309K +7,230 New
AF
736
Advisornet Financial
Minnesota
$308K +$49.7K +1,165 +19%
WIS
737
Wright Investors Service
Connecticut
$301K -$1.83K -43 -0.6%
GCC
738
Game Creek Capital
Massachusetts
$300K +$76.8K +1,800 +34%
FG
739
Fiduciary Group
Georgia
$299K +$17.1K +400 +6%
III
740
Independent Investors Inc
New York
$299K +$299K +7,016 New
WPW
741
Winthrop Partners - WNY
New York
$297K – – –
RWP
742
RWA Wealth Partners
Massachusetts
$297K – – –
SAM
743
Silvercrest Asset Management
New York
$296K – – –
PLFAM
744
Pineno Levin & Ford Asset Management
Virginia
$295K – – –
AIM
745
Allen Investment Management
New York
$294K -$20.3K -476 -6%
HPC
746
HM Payson & Co
Maine
$294K -$9.39K -220 -3%
WS
747
Wedbush Securities
California
$294K +$18.8K +439 +7%
CG
748
Colony Group
Massachusetts
$293K +$2.13K +50 +0.7%
CAM
749
Cresset Asset Management
Illinois
$289K +$82.2K +1,928 +40%
HKAM
750
Horizon Kinetics Asset Management
New York
$288K -$329K -7,704 -53%
28 29
30
31 32