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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 %
FMLI
801
Fukoku Mutual Life Insurance
Japan
$224K -$29.6K -700 -12%
AWE
802
Avidian Wealth Enterprises
Texas
$224K -$6.91K -164 -3%
LOAMS
803
Lombard Odier Asset Management (Switzerland)
Switzerland
$223K -$3.8M -90,000 -94%
DWA
804
Douglass Winthrop Advisors
New York
$221K +$221K +5,229 New
ATC
805
Adirondack Trust Company
New York
$219K -$49.5K -1,025 -18%
GCA
806
Gideon Capital Advisors
New York
$218K -$1.52M -36,052 -87%
ECG
807
Edge Capital Group
Georgia
$218K -$633 -15 -0.3%
PVWM
808
Point View Wealth Management
New Jersey
$218K +$218K +5,155 New
NIM
809
NuWave Investment Management
New Jersey
$217K +$205K +4,871 +1,765%
BTW
810
Boston Trust Walden
Massachusetts
$215K -$8.46K -200 -4%
STA
811
Summit Trail Advisors
New York
$215K +$215K +5,100 New
PAS
812
Park Avenue Securities
New York
$214K +$214K +4,917 New
PBO
813
Peoples Bank (Ohio)
Ohio
$213K -$3.79K -90 -2%
CA
814
Cetera Advisors
Colorado
$212K +$212K +4,984 New
RVPG
815
Relative Value Partners Group
$211K +$211K +5,000 New
BOH
816
Bank of Hawaii
Hawaii
$210K -$49.7K -1,178 -19%
JIC
817
Johnson Investment Counsel
Ohio
$210K +$210K +4,984 New
VCM
818
Vivaldi Capital Management
Illinois
$208K +$208K +4,934 New
JIP
819
Jaffetilchin Investment Partners
Florida
$207K +$207K +4,903 New
HCM
820
Highlander Capital Management
New Jersey
$205K – – –
AF
821
Advisornet Financial
Minnesota
$204K -$198K -4,691 -49%
FI
822
FormulaFolio Investments
Michigan
$204K -$30.3K -717 -13%
FHA
823
First Horizon Advisors
Tennessee
$204K +$38.9K +930 +24%
EWA
824
EP Wealth Advisors
California
$202K +$202K +4,783 New
CIA
825
CSat Investment Advisory
Michigan
$201K +$84.3K +2,000 +72%
31 32
33
34 35