MS icon

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 %
SWMG
826
Strategic Wealth Management Group
Maryland
$201K +$201K +4,765 New
BBWA
827
Bell & Brown Wealth Advisors
California
$200K +$200K +4,731 New
PK
828
Pflug Koory
Nebraska
$197K -$10.5K -250 -5%
FMT
829
First Mercantile Trust
Tennessee
$197K +$54.6K +1,295 +38%
YWP
830
YorkBridge Wealth Partners
New York
$196K -$13.9K -329 -7%
AWM
831
Avior Wealth Management
Nebraska
$194K -$14.7K -350 -7%
BCM
832
Brasada Capital Management
Texas
$190K +$190K +4,500 New
CAM
833
Cresset Asset Management
Illinois
$189K +$98.1K +2,325 +108%
TL
834
TrueWealth LLC
Georgia
$188K – – –
CMTU
835
Capital Markets Trading (UK)
United Kingdom
$185K -$1.81M -42,862 -91%
FWM
836
Focused Wealth Management
New York
$185K -$5.9K -140 -3%
CII
837
Capital International Inc
California
$183K – – –
BC
838
Bartlett & Co
Ohio
$181K -$8.45K -200 -4%
BCWM
839
Bartlett & Co Wealth Management
Ohio
$181K -$8.44K -200 -4%
LFA
840
Legacy Financial Advisors
Kentucky
$175K +$40.1K +949 +30%
HWA
841
Heritage Wealth Advisors
Virginia
$174K +$46.6K +1,104 +37%
S
842
Seeyond
France
$173K -$265K -6,273 -61%
OWD
843
Osborn Williams & Donohoe
Ohio
$172K +$172K +3,832 New
RCC
844
Red Cedar Capital
Nebraska
$169K – – –
SMFS
845
Squar Milner Financial Services
California
$169K +$4.07K +97 +2%
PWMG
846
Prestige Wealth Management Group
New Jersey
$160K -$411K -9,698 -72%
GLI
847
Guardian Life Insurance
New York
$158K – – –
ST
848
Smithfield Trust
Pennsylvania
$155K +$3.21K +76 +2%
PCM
849
Penserra Capital Management
California
$153K +$7.72K +161 +5%
PGA
850
Premia Global Advisors
Florida
$153K +$153K +3,626 New
32 33
34
35 36