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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 %
AIM
851
Assured Investment Management
New York
$151K +$83K +1,970 +122%
ADL
852
Asset Dedication LLC
California
$149K -$27.1K -641 -15%
MA
853
MCF Advisors
Kentucky
$143K – – –
IWA
854
Intercontinental Wealth Advisors
Texas
$137K – – –
AIM
855
Advantage Investment Management
Iowa
$136K -$26.2K -624 -16%
MFW
856
Mosaic Family Wealth
Missouri
$136K +$8.53K +202 +7%
VFA
857
Valeo Financial Advisors
Indiana
$123K +$29.7K +704 +32%
HI
858
Human Investing
Oregon
$117K +$4.75K +113 +4%
FNB
859
Farmers National Bank
Kentucky
$117K +$117K +2,768 New
ZB
860
Zions Bancorporation
Utah
$115K +$115K +2,716 New
ECM
861
Estabrook Capital Management
New York
$113K – – –
NSB
862
Norway Savings Bank
Maine
$113K -$8.43K -200 -7%
PFO
863
Pathstone Family Office
New Jersey
$112K +$112K +2,666 New
BWM
864
Baystate Wealth Management
Massachusetts
$111K +$759 +16 +0.7%
RCAG
865
Rehmann Capital Advisory Group
Michigan
$109K +$17.7K +419 +19%
IBOK
866
Independence Bank of Kentucky
Kentucky
$106K -$17K -400 -14%
GWA
867
Guidant Wealth Advisors
Illinois
$106K – – –
PFBT
868
Parkside Financial Bank & Trust
Missouri
$104K +$7.08K +168 +7%
OFW
869
Omnia Family Wealth
Florida
$102K – – –
SLF
870
Sun Life Financial
Ontario, Canada
$93K -$61K -1,448 -40%
QCG
871
Quadrant Capital Group
Ohio
$92K -$263 -7 -0.3%
JFGIW
872
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$86K -$13K -310 -13%
CCM
873
Cribstone Capital Management
Maine
$86K – – –
IWP
874
Icon Wealth Partners
Texas
$86K +$86K +2,044 New
APA
875
American Portfolios Advisors
New York
$84.5K +$36.3K +859 +75%
33 34
35
36 37