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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 %
PCM
851
Penserra Capital Management
California
$131K -$8.29K -190 -6%
AIM
852
Advantage Investment Management
Iowa
$128K -$13.9K -317 -10%
O
853
Ossiam
France
$126K +$126K +2,878 New
VFA
854
Valeo Financial Advisors
Indiana
$123K -$4.15K -95 -3%
FNB
855
Farmers National Bank
Kentucky
$121K – – –
QCG
856
Quadrant Capital Group
Ohio
$121K +$22.2K +549 +22%
RCAG
857
Rehmann Capital Advisory Group
Michigan
$119K +$6K +137 +5%
ECM
858
Estabrook Capital Management
New York
$118K – – –
PFO
859
Pathstone Family Office
New Jersey
$117K – – –
PFBT
860
Parkside Financial Bank & Trust
Missouri
$115K +$6.5K +148 +6%
ZB
861
Zions Bancorporation
Utah
$111K -$7.93K -181 -7%
GWA
862
Guidant Wealth Advisors
Illinois
$110K – – –
IBOK
863
Independence Bank of Kentucky
Kentucky
$110K – – –
NSB
864
Norway Savings Bank
Maine
$105K -$12K -275 -10%
BWM
865
Baystate Wealth Management
Massachusetts
$104K +$706 +16 +0.7%
NFG
866
Next Financial Group
Texas
$104K +$39.1K +892 +60%
PCP
867
Proficio Capital Partners
Massachusetts
$97K +$20.5K +467 +27%
CCM
868
Covington Capital Management
California
$94K +$8.78K +200 +10%
APC
869
Aspire Private Capital
North Carolina
$93K +$14.4K +329 +18%
OC
870
Oakworth Capital
Alabama
$92K +$22K +504 +32%
JFGIW
871
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$90K – – –
CCM
872
Cribstone Capital Management
Maine
$88K -$1.58K -36 -2%
IFA
873
Interactive Financial Advisors
Illinois
$88K – – –
SBL
874
Sargent Bickham Lagudis
Colorado
$87K +$4.45K +101 +5%
PRC
875
Pearl River Capital
Michigan
$86K +$86K +1,972 New
33 34
35
36 37