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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 %
CH
751
Canton Hathaway
Rhode Island
$291K +$28.5K +652 +11%
ECM
752
ExodusPoint Capital Management
New York
$290K +$290K +6,613 New
FG
753
Fiduciary Group
Georgia
$289K – – –
PCM
754
Poehling Capital Management
Wisconsin
$288K +$219 +5 +0.1%
ASN
755
Advisory Services Network
Georgia
$288K +$46.1K +1,053 +19%
SWA
756
Stratos Wealth Advisors
Ohio
$287K -$5.22K -119 -2%
CBOR
757
Community Bank of Raymore
Missouri
$287K – – –
ZCM
758
Zebra Capital Management
Connecticut
$286K -$49.9K -1,139 -15%
LDB
759
Lee, Danner & Bass
Tennessee
$284K – – –
WS
760
Wedbush Securities
California
$282K -$24.6K -561 -8%
GH
761
GAM Holding
Switzerland
$281K -$747K -17,039 -73%
KA
762
Kovack Advisors
Florida
$280K -$14K -319 -5%
CG
763
Cutler Group
California
$277K -$294K -6,732 -52%
BFM
764
Boothbay Fund Management
New York
$277K +$277K +6,313 New
EDRH
765
Edmond de Rothschild Holding
Switzerland
$276K -$1.02M -23,336 -79%
VFA
766
Voya Financial Advisors
Connecticut
$276K +$15.6K +359 +6%
MS
767
Mizuho Securities
Japan
$276K +$193K +4,400 +232%
WTFG
768
Wells Trecaso Financial Group
Ohio
$274K -$127K -2,900 -32%
GIA
769
Granite Investment Advisors
New Hampshire
$274K +$274K +6,254 New
CCP
770
Corient Capital Partners
California
$271K -$1.23M -28,007 -82%
CCM
771
Community Capital Management
Florida
$270K – – –
LBD
772
Landsberg Bennett & Dubbaneh
Florida
$270K +$270K +6,143 New
PCG
773
Private Capital Group
Connecticut
$268K -$28.2K -594 -10%
NPF
774
Norris Perne & French
Michigan
$268K – – –
SCM
775
SOL Capital Management
Maryland
$267K -$21.9K -500 -8%
29 30
31
32 33