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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 %
CBOR
751
Community Bank of Raymore
Missouri
$276K – – –
ANTB
752
AMG National Trust Bank
Colorado
$275K -$307K -7,283 -53%
LDB
753
Lee, Danner & Bass
Tennessee
$273K -$45.5K -1,080 -14%
TMAM
754
Tokio Marine Asset Management
Japan
$273K +$18.4K +437 +7%
WP
755
WealthSource Partners
California
$270K -$5.9K -140 -2%
WPW
756
Winthrop Partners - WNY
New York
$269K +$27.1K +622 +11%
MC
757
Miles Capital
Iowa
$268K -$26K -618 -9%
FCI
758
Financial Counselors Inc
Kansas
$267K – – –
BP
759
Ballentine Partners
Massachusetts
$264K -$120K -2,843 -31%
PCG
760
Private Capital Group
Connecticut
$264K +$17.4K +411 +7%
HPC
761
Hobart Private Capital
North Carolina
$262K +$18.7K +443 +8%
CCM
762
Community Capital Management
Florida
$261K – – –
EFS
763
Essex Financial Services
Connecticut
$260K -$64.4K -1,526 -20%
EHWM
764
Eads & Heald Wealth Management
Georgia
$260K -$10.6K -250 -4%
NPF
765
Norris Perne & French
Michigan
$259K – – –
SPIA
766
Steward Partners Investment Advisory
New York
$257K -$277K -6,556 -52%
BONST
767
Bank of Nova Scotia Trust
Ontario, Canada
$257K – – –
SLG
768
Stanley-Laman Group
Pennsylvania
$257K +$257K +6,087 New
HI
769
Horizon Investments
North Carolina
$257K +$257K +6,131 New
CCFCSB
770
Cape Cod Five Cents Savings Bank
Massachusetts
$253K – – –
CH
771
Canton Hathaway
Rhode Island
$253K – – –
PNC
772
Park National Corp
Ohio
$251K -$52.4K -1,243 -17%
VFA
773
Voya Financial Advisors
Connecticut
$251K +$18.7K +446 +8%
TSS
774
Two Sigma Securities
New York
$248K -$1.09M -25,696 -81%
WBG
775
Wharton Business Group
Pennsylvania
$248K – – –
29 30
31
32 33