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Morgan Stanley
MS

Overview Fund Activity

1,013 hedge funds and large institutions have $58.6B invested in Morgan Stanley in 2019 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 354 increasing their positions, 391 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,013
Holders Change
-5
Holders Change %
-0.49%
% of All Funds
22.25%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.35%
New
89
Increased
354
Reduced
391
Closed
90
Calls
$1.09B
Puts
$2.07B
Net Calls
-$977M
Net Calls Change
-$43.3M

Top Buyers

1
BlackRock
BlackRock
New York
$4.38B
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$555M
3
EIP
Easterly Investment Partners
Massachusetts
$118M
4
Capital World Investors
Capital World Investors
California
$268M
5
Millennium Management
Millennium Management
New York
$142M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.75B
2
Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group
Japan
$16.6B
3
Bessemer Group
Bessemer Group
New Jersey
$23.7M
4
VH
ValueAct Holdings
California
$949M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$641M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
901
Capital Advisors Ltd
Ohio
$46K – – –
AWM
902
AllSquare Wealth Management
New York
$46K – – –
SLF
903
Sun Life Financial
Ontario, Canada
$44K -$643 -15 -1%
AIC
904
Ameritas Investment Company
Nebraska
$43K +$43K +955 New
FNBOSM
905
First National Bank of South Miami
Florida
$41K – – –
EFSCE
906
Enterprise Financial Services Corp (EFSC)
Missouri
$40K -$1.63K -38 -4%
MPWT
907
MassMutual Private Wealth & Trust
Connecticut
$40K +$507 +12 +1%
CCM
908
Cribstone Capital Management
Maine
$38K -$46.4K -1,100 -55%
BHWM
909
Bay Harbor Wealth Management
Maryland
$38K -$2.64K -65 -7%
BWA
910
Burt Wealth Advisors
Maryland
$38K – – –
FHA
911
Flagship Harbor Advisors
Massachusetts
$37K -$4.15K -98 -10%
EWM
912
Endurance Wealth Management
Rhode Island
$37K +$24.2K +567 +189%
SMFG
913
Sumitomo Mitsui Financial Group
Japan
$36K +$36K +838 New
CDIA
914
Capital Directions Investment Advisors
Georgia
$36K +$36K +845 New
CYG
915
Clean Yield Group
Vermont
$35K – – –
WPA
916
West Paces Advisors
Georgia
$34.2K – – –
PCC
917
Park Circle Company
Maryland
$34K – – –
EWA
918
Evolution Wealth Advisors
Florida
$31K +$22.8K +538 +276%
AIM
919
Astor Investment Management
Illinois
$31K +$31K +730 New
SWA
920
Sutton Wealth Advisors
Florida
$30.2K – – –
TFO
921
Tarbox Family Office
California
$30K – – –
BFC
922
Bedel Financial Consulting
Indiana
$30K – – –
SFA
923
Semmax Financial Advisors
North Carolina
$29K -$2.22K -52 -7%
HR
924
Howe & Rusling
New York
$28K -$8.49K -200 -23%
PCIA
925
Prime Capital Investment Advisors
Kansas
$28K +$28K +645 New
35 36
37
38 39