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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 %
HCM
951
Horrell Capital Management
Arkansas
$25K – – –
CIAS
952
Capital Investment Advisory Services
North Carolina
$25K +$4.43K +105 +22%
FMII
953
Farmers & Merchants Investments Inc
Nebraska
$24K +$1.27K +30 +6%
PO
954
Private Ocean
California
$23K – – –
VRM
955
Vectors Research Management
New York
$23K – – –
FFC
956
First Financial Corp
Indiana
$22K – – –
MFBTD
957
MB Financial Bank - Trust Department
Illinois
$22K +$2.18K +52 +11%
TWA
958
TCI Wealth Advisors
Arizona
$22K +$4.12K +98 +23%
GWS
959
Glassman Wealth Services
Virginia
$22K +$17.4K +420 +375%
KPW
960
Kore Private Wealth
New York
$21K -$3.72K -89 -15%
IP
961
Intellectus Partners
California
$21K -$672 -16 -3%
IDBONY
962
Israel Discount Bank of New York
New York
$21K – – –
CFN
963
Cordasco Financial Network
Florida
$19K – – –
VCM
964
Vigilant Capital Management
Maine
$17K -$31.3K -750 -65%
SNT
965
Security National Trust
West Virginia
$17K – – –
CC
966
Colrain Capital
Massachusetts
$17K – – –
GRP
967
Global Retirement Partners
California
$17K +$2.26K +52 +15%
CF
968
Centaurus Financial
California
$16.2K +$3.48K +147 +27%
SCA
969
Stuart Chaussee & Associates
California
$16K – – –
GWMIA
970
Global Wealth Management Investment Advisory
Florida
$15K -$6.45K -154 -30%
EWM
971
Executive Wealth Management
Michigan
$15K -$843 -20 -5%
BCMIO
972
Beacon Capital Management Inc (Ohio)
Ohio
$15K +$15K +350 New
CFA
973
Carroll Financial Associates
North Carolina
$14K -$26.1K -655 -65%
OIA
974
OneDigital Investment Advisors
Kansas
$14K – – –
BAM
975
Bruderman Asset Management
New York
$14K – – –
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