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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 %
RWA
901
Ropes Wealth Advisors
Massachusetts
$57K +$21.1K +500 +59%
SAM
902
Security Asset Management
New York
$56K +$56K +1,320 New
RIA
903
Realta Investment Advisors
Delaware
$56K +$56K +1,329 New
EWM
904
Edge Wealth Management
New York
$55K – – –
ME
905
McIlrath & Eck
Washington
$55K – – –
MRCM
906
M&R Capital Management
New Jersey
$54K – – –
RA
907
Rational Advisors
New York
$53K +$41.4K +990 +359%
LWCFA
908
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$52K -$31.3K -742 -38%
AF
909
Allworth Financial
California
$52K +$2.81K +66 +6%
CBT
910
Capital Bank & Trust
California
$49K -$33.9K -799 -41%
PFGIA
911
Patriot Financial Group Insurance Agency
Massachusetts
$49K +$338 +8 +0.7%
FRA
912
Front Row Advisors
California
$48K – – –
PWM
913
PRW Wealth Management
Massachusetts
$46K – – –
CAL
914
Capital Advisors Ltd
Ohio
$46K – – –
AWM
915
AllSquare Wealth Management
New York
$45K – – –
PHK
916
Point72 Hong Kong
Hong Kong
$45K +$38.8K +929 +628%
PMFA
917
Plante Moran Financial Advisors
Michigan
$44K +$41.5K +995 +1,686%
SFA
918
Semmax Financial Advisors
North Carolina
$43K -$9.08K -214 -17%
BHWM
919
Bay Harbor Wealth Management
Maryland
$43K – – –
SFSIG
920
San Francisco Sentry Investment Group
California
$42K – – –
SSB
921
Sandy Spring Bank
Maryland
$42K – – –
FNBOSM
922
First National Bank of South Miami
Florida
$42K – – –
BC
923
Barnett & Company
Tennessee
$40K – – –
KTC
924
Kistler-Tiffany Companies
Pennsylvania
$40K – – –
FHA
925
Flagship Harbor Advisors
Massachusetts
$40K +$8.03K +195 +25%
35 36
37
38 39