MS icon

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.

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 Market Value Shares Shares
Change 		Shares
Change %
BWM
876
BerganKDV Wealth Management
Minnesota
$85K 1,950 – –
CIAS
877
Capital Investment Advisory Services
North Carolina
$82K 1,851 +1,259 +213%
RIA
878
Realta Investment Advisors
Delaware
$81K 1,867 +538 +40%
W
879
WealthStone
Ohio
$80.9K 1,846 +1,846 New
FCMT
880
Founders Capital Management (Texas)
Texas
$79K 1,800 +7 +0.4%
APA
881
American Portfolios Advisors
New York
$77.5K 1,769 -232 -12%
WTC
882
WhitTier Trust Company
Nevada
$77K 1,763 – –
DWM
883
Doyle Wealth Management
Florida
$76K 1,736 +1,736 New
SCM
884
Silvant Capital Management
Georgia
$73K 1,656 – –
LC
885
Lindbrook Capital
California
$70K 1,613 – –
RWG
886
Regal Wealth Group
California
$69K 1,568 – –
BCA
887
Berman Capital Advisors
Georgia
$67K 1,537 +659 +75%
1IA
888
1834 Investment Advisors
Wisconsin
$66K 1,504 -79 -5%
CLOS
889
Compagnie Lombard Odier SCmA
Switzerland
$66K 1,500 – –
LFASL
890
Lugano Financial Advisors SA (LFA)
Switzerland
$66K 1,501 +1,501 New
First Manhattan
891
First Manhattan
New York
$65K 1,487 – –
RWA
892
Ropes Wealth Advisors
Massachusetts
$59K 1,350 – –
TAIM
893
TD Ameritrade Investment Management
Nebraska
$59K 1,341 +703 +110%
CB
894
CNB Bank
Pennsylvania
$57K 1,308 -54 -4%
EWM
895
Edge Wealth Management
New York
$57K 1,300 – –
ME
896
McIlrath & Eck
Washington
$55K 1,315 – –
SSB
897
Sandy Spring Bank
Maryland
$55K 1,262 +262 +26%
MAM
898
Meeder Asset Management
Ohio
$54K 1,235 +1,142 +1,228%
GAM
899
Griffin Asset Management
New York
$53K 1,208 +1,208 New
CBT
900
Capital Bank & Trust
California
$51K 1,154 – –
34 35
36
37 38