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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 %
OWA
976
One Wealth Advisors
California
$14K +$14K +342 New
EWM
977
Endurance Wealth Management
Rhode Island
$13K – – –
ACM
978
AUA Capital Management
Pennsylvania
$13K – – –
AIA
979
Alera Investment Advisors
Illinois
$13K +$5.61K +135 +76%
WCM
980
WealthBridge Capital Management
Ohio
$11K -$1.1K -24 -9%
HCM
981
Hilton Capital Management
New York
$11K – – –
CHP
982
Cable Hill Partners
Oregon
$11K +$1.88K +45 +21%
AWM
983
Arbor Wealth Management
Florida
$11K +$11K +266 New
QCIG
984
Quad-Cities Investment Group
Iowa
$10K -$6.78K -154 -40%
MCM
985
MV Capital Management
Maryland
$10K – – –
WEC
986
Winslow Evans & Crocker
Massachusetts
$10K +$2.93K +62 +41%
AC
987
Avestar Capital
New York
$10K +$2.53K +68 +34%
TFGT
988
TS Financial Group (TSFG)
Illinois
$10K +$10K +232 New
KFS
989
Kelly Financial Services
Massachusetts
$9.16K +$9.16K +217 New
PP
990
PagnatoKarp Partners
Virginia
$9K -$2.49K -57 -22%
QAM
991
QCI Asset Management
New York
$9K – – –
FMP
992
Financial Management Professionals
Texas
$9K – – –
LA
993
Legacy Advisors
Pennsylvania
$9K +$9K +218 New
LWM
994
Lenox Wealth Management
Ohio
$8K – – –
RAM
995
Riggs Asset Management
Pennsylvania
$8K – – –
JWM
996
Janiczek Wealth Management
Colorado
$8K – – –
SGAM
997
Smith Group Asset Management
Texas
$7K -$44.2K -1,010 -86%
FCB
998
First Command Bank
Texas
$7K -$4.74K -107 -40%
FCFS
999
First Command Financial Services
Texas
$7K -$4.74K -107 -40%
THWM
1000
Taylor Hoffman Wealth Management
Virginia
$7K – – –
38 39
40
41 42