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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 %
AIC
926
Ameritas Investment Company
Nebraska
$40K +$40K +947 New
MPWT
927
MassMutual Private Wealth & Trust
Connecticut
$39.5K – – –
EFSCE
928
Enterprise Financial Services Corp (EFSC)
Missouri
$39K -$419 -10 -1%
LYV
929
Live Your Vision
Pennsylvania
$39K – – –
JIP
930
JBJ Investment Partners
South Carolina
$38K +$38K +900 New
BCA
931
Berman Capital Advisors
Georgia
$37K -$13.7K -325 -27%
BWA
932
Burt Wealth Advisors
Maryland
$37K – – –
HR
933
Howe & Rusling
New York
$36K -$12K -286 -25%
TFO
934
Tarbox Family Office
California
$36K – – –
CBT
935
Central Bank & Trust
Kentucky
$35K -$208K -4,876 -86%
PCC
936
Park Circle Company
Maryland
$34K – – –
FANJ
937
Financial Architects (New Jersey)
New Jersey
$34K +$23.4K +557 +222%
WPA
938
West Paces Advisors
Georgia
$33.8K -$4.64K -110 -12%
DWM
939
Destination Wealth Management
California
$33K +$9.2K +215 +39%
CFG
940
Citizens Financial Group
Rhode Island
$32K +$10.1K +245 +46%
SMFG
941
Sumitomo Mitsui Financial Group
Japan
$32K +$32K +755 New
IAS
942
IMA Advisory Services
Colorado
$31K +$31K +740 New
BFC
943
Bedel Financial Consulting
Indiana
$30K – – –
SWA
944
Sutton Wealth Advisors
Florida
$29.8K – – –
WAM
945
Wakefield Asset Management
Colorado
$29K -$3.02M -71,521 -99%
IA
946
IFP Advisors
Florida
$27K -$267K -6,560 -91%
TAIM
947
TD Ameritrade Investment Management
Nebraska
$27K +$6.09K +144 +29%
WAP
948
Wealthcare Advisory Partners
Pennsylvania
$26K -$17K -408 -40%
GAM
949
Gemmer Asset Management
California
$26K -$3.45K -81 -12%
ST
950
Sageworth Trust
Pennsylvania
$25K -$125K -3,005 -83%
36 37
38
39 40