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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 %
CCM
826
Coldstream Capital Management
Washington
$207K +$207K +4,722 New
PPP
827
Private Portfolio Partners
New Jersey
$206K +$206K +4,682 New
PVWM
828
Point View Wealth Management
New Jersey
$202K -$24.1K -549 -11%
PK
829
Pflug Koory
Nebraska
$200K -$4.37K -100 -2%
ATC
830
Adirondack Trust Company
New York
$199K – – –
TL
831
TrueWealth LLC
Georgia
$194K -$1.32K -30 -0.7%
BCWM
832
Bartlett & Co Wealth Management
Ohio
$192K +$4.38K +100 +2%
BC
833
Bartlett & Co
Ohio
$192K +$4.38K +100 +2%
BBHC
834
Brown Brothers Harriman & Co
New York
$191K -$51.7K -1,181 -21%
SIC
835
Salem Investment Counselors
North Carolina
$188K -$436K -9,915 -70%
TPWA
836
TRUE Private Wealth Advisors
Oregon
$184K +$184K +4,205 New
RWA
837
Redhawk Wealth Advisors
Minnesota
$183K +$183K +4,188 New
HWA
838
Heritage Wealth Advisors
Virginia
$181K +$175 +4 +0.1%
FMLI
839
Fukoku Mutual Life Insurance
Japan
$180K -$52.7K -1,200 -23%
RCC
840
Red Cedar Capital
Nebraska
$175K – – –
ST
841
Smithfield Trust
Pennsylvania
$169K +$8.74K +200 +5%
PWMG
842
Prestige Wealth Management Group
New Jersey
$166K – – –
GLI
843
Guardian Life Insurance
New York
$165K – – –
FWM
844
Focused Wealth Management
New York
$157K -$35K -800 -18%
SMFS
845
Squar Milner Financial Services
California
$154K -$22.5K -512 -13%
FHA
846
First Horizon Advisors
Tennessee
$152K -$60.2K -1,382 -28%
MA
847
MCF Advisors
Kentucky
$148K – – –
S
848
Seeyond
France
$147K -$32.2K -735 -18%
WAM
849
Wolverine Asset Management
Illinois
$147K +$147K +3,372 New
IWA
850
Intercontinental Wealth Advisors
Texas
$142K -$132 -3 -0.1%
32 33
34
35 36