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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.

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 %
PFGIA
901
Patriot Financial Group Insurance Agency
Massachusetts
$49K 1,127 -32 -3%
FRA
902
Front Row Advisors
California
$49K 1,127 – –
MRCM
903
M&R Capital Management
New Jersey
$49K 1,140 – –
PMFA
904
Plante Moran Financial Advisors
Michigan
$49K 1,108 +54 +5%
CAL
905
Capital Advisors Ltd
Ohio
$47K 1,081 – –
AWM
906
AllSquare Wealth Management
New York
$47K 1,068 – –
SFSIG
907
San Francisco Sentry Investment Group
California
$47K 1,084 +82 +8%
SLF
908
Sun Life Financial
Ontario, Canada
$46K 1,041 -1,168 -53%
CI
909
CX Institutional
Indiana
$45K 1,027 -44,198 -98%
RFA
910
Reilly Financial Advisors
California
$45K 1,034 -618 -37%
FNBOSM
911
First National Bank of South Miami
Florida
$45K 1,000 – –
BHWM
912
Bay Harbor Wealth Management
Maryland
$44K 1,000 -10 -1%
FHA
913
Flagship Harbor Advisors
Massachusetts
$42K 972 +1 +0.1%
EFSCE
914
Enterprise Financial Services Corp (EFSC)
Missouri
$42K 968 +38 +4%
MPWT
915
MassMutual Private Wealth & Trust
Connecticut
$41K 935 – –
KTC
916
Kistler-Tiffany Companies
Pennsylvania
$41K 938 – –
BWA
917
Burt Wealth Advisors
Maryland
$39K 884 – –
AF
918
Allworth Financial
California
$38K 877 -346 -28%
HR
919
Howe & Rusling
New York
$38K 860 – –
BC
920
Barnett & Company
Tennessee
$37K 838 -112 -12%
CYG
921
Clean Yield Group
Vermont
$36K 814 +814 New
WPA
922
West Paces Advisors
Georgia
$35.1K 802 – –
PCC
923
Park Circle Company
Maryland
$35K 800 – –
SCA
924
Stonebridge Capital Advisors
Minnesota
$35K 791 +791 New
CFG
925
Citizens Financial Group
Rhode Island
$34K 783 +8 +1%
35 36
37
38 39