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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 %
BONST
776
Bank of Nova Scotia Trust
Ontario, Canada
$267K – – –
HB
777
Homrich & Berg
Georgia
$265K +$9.42K +215 +4%
AF
778
Advisornet Financial
Minnesota
$265K +$53.3K +1,218 +25%
CMI
779
Clare Market Investments
Texas
$265K -$133K -3,035 -33%
FCI
780
Financial Counselors Inc
Kansas
$264K -$13.2K -302 -5%
CCFCSB
781
Cape Cod Five Cents Savings Bank
Massachusetts
$262K – – –
SS
782
Sunbelt Securities
Texas
$260K +$4.77K +109 +2%
WBG
783
Wharton Business Group
Pennsylvania
$258K – – –
CA
784
Calton & Associates
Florida
$253K +$4.99K +114 +2%
ANTB
785
AMG National Trust Bank
Colorado
$251K -$34K -778 -12%
ECG
786
Edge Capital Group
Georgia
$251K +$25.1K +574 +11%
AEPG
787
American Economic Planning Group
New Jersey
$250K -$6.58K -150 -3%
AWE
788
Avidian Wealth Enterprises
Texas
$250K +$16.6K +377 +7%
VNA
789
Valley National Advisers
Pennsylvania
$247K -$69.3K -1,580 -22%
PNC
790
Park National Corp
Ohio
$247K -$13.9K -318 -5%
MAFM
791
Mid Atlantic Financial Management
Pennsylvania
$245K -$145K -3,315 -37%
CIM
792
Confluence Investment Management
Missouri
$245K +$7.86K +179 +3%
EFS
793
Econ Financial Services
Pennsylvania
$245K +$245K +5,592 New
CHAM
794
Clear Harbor Asset Management
Connecticut
$241K – – –
PL
795
Perpetual Ltd
Australia
$241K – – –
BBA
796
BLB&B Advisors
Pennsylvania
$241K +$7.27K +166 +3%
FFBTD
797
First Financial Bank - Trust Division
Ohio
$239K – – –
SYBT
798
Stock Yards Bank & Trust
Kentucky
$238K – – –
HH
799
Hilltop Holdings
Texas
$237K +$237K +5,418 New
MWPCG
800
Measured Wealth Private Client Group
New Hampshire
$233K -$11.2K -255 -5%
30 31
32
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