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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 %
IFA
876
Interactive Financial Advisors
Illinois
$84K +$84K +2,000 New
FC
877
Ferris Capital
Massachusetts
$83K -$1.65K -39 -2%
CCM
878
Covington Capital Management
California
$82K -$36.1K -854 -31%
BWM
879
BerganKDV Wealth Management
Minnesota
$82K -$1.35K -32 -2%
SCM
880
Shelton Capital Management
Colorado
$81.7K -$1.86M -78,675 -96%
MS
881
Mizuho Securities
Japan
$80K – – –
WTB
882
Washington Trust Bank
Washington
$79K -$27.2K -645 -26%
SBL
883
Sargent Bickham Lagudis
Colorado
$79K -$6.57K -156 -8%
APC
884
Aspire Private Capital
North Carolina
$76K -$424 -10 -0.6%
FCMT
885
Founders Capital Management (Texas)
Texas
$76K +$16.3K +385 +27%
WTC
886
WhitTier Trust Company
Nevada
$74K -$21.6K -514 -23%
PCP
887
Proficio Capital Partners
Massachusetts
$73K -$9.15K -218 -11%
SCM
888
Silvant Capital Management
Georgia
$70K -$3.43M -81,026 -98%
RFA
889
Reilly Financial Advisors
California
$70K -$6.36K -150 -8%
WCM
890
Wealthcare Capital Management
Virginia
$69K – – –
OC
891
Oakworth Capital
Alabama
$68K – – –
LC
892
Lindbrook Capital
California
$68K – – –
1IA
893
1834 Investment Advisors
Wisconsin
$67K – – –
RWG
894
Regal Wealth Group
California
$66K – – –
NSIM
895
North Star Investment Management
Illinois
$66K +$30.5K +720 +86%
CLOS
896
Compagnie Lombard Odier SCmA
Switzerland
$63K +$63K +1,500 New
NFG
897
Next Financial Group
Texas
$62K -$57K -1,359 -48%
First Manhattan
898
First Manhattan
New York
$62K +$20.7K +497 +50%
NFH
899
NEXT Financial Holdings
Texas
$62K +$62K +1,479 New
CB
900
CNB Bank
Pennsylvania
$57K +$8.45K +202 +17%
34 35
36
37 38