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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 %
SCM
776
SOL Capital Management
Maryland
$260K – – –
AWE
777
Avidian Wealth Enterprises
Texas
$258K +$14.9K +349 +6%
FCI
778
Financial Counselors Inc
Kansas
$257K – – –
CH
779
Canton Hathaway
Rhode Island
$256K -$27.8K -652 -10%
CCFCSB
780
Cape Cod Five Cents Savings Bank
Massachusetts
$255K – – –
CMI
781
Clare Market Investments
Texas
$255K -$2.82K -66 -1%
BONST
782
Bank of Nova Scotia Trust
Ontario, Canada
$254K -$6.27K -147 -2%
SA
783
Sicart Associates
New York
$252K +$252K +5,901 New
PAS
784
Park Avenue Securities
New York
$249K +$249K +5,837 New
CM
785
Capula Management
Cayman Islands
$248K +$248K +5,805 New
EW
786
Evoke Wealth
California
$246K +$246K +5,770 New
LBD
787
Landsberg Bennett & Dubbaneh
Florida
$245K -$17.7K -413 -7%
WBG
788
Wharton Business Group
Pennsylvania
$245K -$6.41K -150 -3%
AEPG
789
American Economic Planning Group
New Jersey
$243K – – –
USAA
790
United Services Automobile Association
Texas
$240K -$51.7M -1,211,955 -100%
PTC
791
Petrus Trust Company
Texas
$240K +$240K +5,620 New
WWM
792
Western Wealth Management
Colorado
$239K +$30.4K +714 +15%
PCM
793
Perritt Capital Management
Illinois
$238K -$64K -1,500 -21%
CIM
794
Confluence Investment Management
Missouri
$238K – – –
AC
795
Avestar Capital
New York
$238K +$227K +5,301 +1,971%
IIC
796
Integrated Investment Consultants
Michigan
$237K +$237K +5,550 New
BBA
797
BLB&B Advisors
Pennsylvania
$235K – – –
PL
798
Perpetual Ltd
Australia
$235K – – –
BCM
799
BlueCrest Capital Management
Jersey
$235K +$235K +5,497 New
FFBTD
800
First Financial Bank - Trust Division
Ohio
$233K -$812 -19 -0.3%
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