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 %
ASN
751
Advisory Services Network
Georgia
$288K – – –
CB
752
Community Bank
New York
$286K -$42.7K -1,000 -13%
MOS
753
MGO One Seven
Ohio
$286K +$286K +6,699 New
BCM
754
Bluefin Capital Management
New York
$286K +$286K +6,704 New
MFG
755
MidWestOne Financial Group
Iowa
$282K -$787K -18,443 -74%
CA
756
Calton & Associates
Florida
$282K +$35.2K +826 +14%
KPCM
757
Kings Point Capital Management
New York
$281K -$41.2K -967 -13%
WP
758
WealthSource Partners
California
$280K -$42.6K -996 -13%
PCM
759
Poehling Capital Management
Wisconsin
$280K -$213 -5 -0.1%
CBOR
760
Community Bank of Raymore
Missouri
$279K – – –
PCG
761
Private Capital Group
Connecticut
$279K +$37.4K +874 +15%
CPC
762
Congress Park Capital
New York
$277K -$21.3K -500 -7%
MS
763
Mizuho Securities
Japan
$277K +$8.11K +190 +3%
LDB
764
Lee, Danner & Bass
Tennessee
$276K – – –
VFA
765
Voya Financial Advisors
Connecticut
$275K +$2.79K +65 +1%
HH
766
Hilltop Holdings
Texas
$275K +$44K +1,033 +19%
SWA
767
Stratos Wealth Advisors
Ohio
$274K -$5.42K -127 -2%
EWM
768
Evermay Wealth Management
Virginia
$273K -$11.5K -270 -4%
VI
769
Versor Investments
New York
$273K +$273K +6,400 New
KA
770
Kovack Advisors
Florida
$272K -$1.02K -24 -0.4%
SQA
771
Simon Quick Advisors
New Jersey
$271K +$245K +5,739 +947%
GH
772
GAM Holding
Switzerland
$267K -$6.23K -146 -2%
GIA
773
Granite Investment Advisors
New Hampshire
$267K – – –
WTFG
774
Wells Trecaso Financial Group
Ohio
$263K -$3.54K -83 -1%
NPF
775
Norris Perne & French
Michigan
$261K – – –
29 30
31
32 33