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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 %
VCM
951
Vigilant Capital Management
Maine
$18K 408 – –
GRP
952
Global Retirement Partners
California
$17K 392 – –
SCA
953
Stuart Chaussee & Associates
California
$17K 384 – –
EWM
954
Executive Wealth Management
Michigan
$16K 358 +2 +0.6%
GWMIA
955
Global Wealth Management Investment Advisory
Florida
$15K 341 -17 -5%
OIA
956
OneDigital Investment Advisors
Kansas
$15K 340 – –
CFA
957
Carroll Financial Associates
North Carolina
$14K 340 -11 -3%
ACM
958
AUA Capital Management
Pennsylvania
$14K 310 – –
MF
959
Manchester Financial
California
$14K 326 +326 New
EWM
960
Endurance Wealth Management
Rhode Island
$13K 300 – –
BL
961
Balentine LLC
Georgia
$13K 298 +157 +111%
MCM
962
MV Capital Management
Maryland
$11K 247 – –
HCM
963
Hilton Capital Management
New York
$11K 250 – –
TF
964
TimeScale Financial
Massachusetts
$11K 250 +250 New
FMP
965
Financial Management Professionals
Texas
$10K 225 – –
AC
966
Avestar Capital
New York
$10K 269 – –
QAM
967
QCI Asset Management
New York
$10K 225 – –
TFGT
968
TS Financial Group (TSFG)
Illinois
$10K 232 – –
QCIG
969
Quad-Cities Investment Group
Iowa
$10K 229 +2 +0.9%
EI
970
Ellevest Inc
New York
$10K 231 +231 New
KFS
971
Kelly Financial Services
Massachusetts
$9.51K 217 – –
JWM
972
Janiczek Wealth Management
Colorado
$9K 200 – –
RAM
973
Riggs Asset Management
Pennsylvania
$9K 203 – –
EWA
974
Evolution Wealth Advisors
Florida
$9K 195 +195 New
JPLA
975
Joseph P. Lucia & Associates
New York
$9K 200 +200 New
37 38
39
40 41