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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 %
LOAMS
801
Lombard Odier Asset Management (Switzerland)
Switzerland
$231K – – –
EWA
802
EP Wealth Advisors
California
$231K +$21.8K +498 +10%
FCA
803
FinTrust Capital Advisors
South Carolina
$229K -$488K -11,134 -68%
GCC
804
Game Creek Capital
Massachusetts
$229K -$11K -250 -5%
DWA
805
Douglass Winthrop Advisors
New York
$229K – – –
MCM
806
MAI Capital Management
Ohio
$225K -$363K -8,285 -62%
FMT
807
First Mercantile Trust
Tennessee
$225K +$20.6K +471 +10%
QI
808
Qtron Investments
Massachusetts
$224K +$224K +5,123 New
BTW
809
Boston Trust Walden
Massachusetts
$223K – – –
EFS
810
Essex Financial Services
Connecticut
$222K -$48.3K -1,100 -18%
CA
811
Cetera Advisors
Colorado
$222K +$1.24K +28 +0.6%
PBO
812
Peoples Bank (Ohio)
Ohio
$219K -$2.63K -60 -1%
RVPG
813
Relative Value Partners Group
$219K – – –
EHWM
814
Eads & Heald Wealth Management
Georgia
$216K -$53.7K -1,225 -20%
LC
815
Loews Corp
New York
$216K -$32.2K -734 -13%
WWM
816
Western Wealth Management
Colorado
$215K -$30.6K -697 -12%
BOH
817
Bank of Hawaii
Hawaii
$215K -$3.33K -76 -2%
Cetera Investment Advisers
818
Cetera Investment Advisers
Illinois
$213K +$213K +4,906 New
HCM
819
Highlander Capital Management
New Jersey
$212K – – –
CAM
820
Cresset Asset Management
Illinois
$212K +$16K +366 +8%
SWMG
821
Strategic Wealth Management Group
Maryland
$209K -$132 -3 -0.1%
BBWA
822
Bell & Brown Wealth Advisors
California
$209K +$1.4K +32 +0.7%
FTUS
823
Flow Traders U.S.
New York
$208K +$208K +4,757 New
YWP
824
YorkBridge Wealth Partners
New York
$207K +$3.55K +81 +2%
AWM
825
Avior Wealth Management
Nebraska
$207K +$5.04K +115 +2%
31 32
33
34 35