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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 %
PNC
801
Park National Corp
Ohio
$232K -$8.01K -188 -3%
CHAM
802
Clear Harbor Asset Management
Connecticut
$232K -$2.78K -65 -1%
SYBT
803
Stock Yards Bank & Trust
Kentucky
$232K – – –
HB
804
Homrich & Berg
Georgia
$230K -$28.2K -660 -11%
MCM
805
MAI Capital Management
Ohio
$230K +$11.2K +264 +5%
ALAM
806
Asahi Life Asset Management
Japan
$226K +$226K +5,300 New
DWA
807
Douglass Winthrop Advisors
New York
$223K +$170 +4 +0.1%
ECG
808
Edge Capital Group
Georgia
$219K -$25.8K -605 -11%
FMT
809
First Mercantile Trust
Tennessee
$219K -$298 -7 -0.1%
QI
810
Qtron Investments
Massachusetts
$219K – – –
MTIM
811
Marathon Trading Investment Management
Pennsylvania
$218K +$218K +5,100 New
BTW
812
Boston Trust Walden
Massachusetts
$217K – – –
SIC
813
Salem Investment Counselors
North Carolina
$217K +$34.2K +800 +19%
PBO
814
Peoples Bank (Ohio)
Ohio
$216K +$2.9K +68 +1%
SWP
815
Strategic Wealth Partners
Ohio
$214K -$294K -13,551 -58%
FP
816
Factorial Partners
New York
$213K +$213K +5,000 New
RVPG
817
Relative Value Partners Group
$213K – – –
IA
818
IFG Advisors
Missouri
$213K +$213K +4,983 New
Cetera Investment Advisers
819
Cetera Investment Advisers
Illinois
$212K +$5.84K +139 +3%
APP
820
Avantax Planning Partners
Iowa
$212K +$212K +4,970 New
VCM
821
Vivaldi Capital Management
Illinois
$211K +$211K +4,955 New
LC
822
Loews Corp
New York
$210K – – –
BOH
823
Bank of Hawaii
Hawaii
$210K +$683 +16 +0.3%
CPO
824
Cerity Partners OCIO
New York
$204K +$204K +4,780 New
VNA
825
Valley National Advisers
Pennsylvania
$202K -$38.8K -908 -16%
31 32
33
34 35