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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 %
NL
1001
NVWM LLC
Pennsylvania
$7K – – –
SQA
1002
Simon Quick Advisors
New Jersey
$7K – – –
TC
1003
Trust Company
Kansas
$7K – – –
FPB
1004
First PREMIER Bank
South Dakota
$7K – – –
TF
1005
Tompkins Financial
New York
$7K +$7K +156 New
LFG
1006
LifePlan Financial Group
Ohio
$6K – – –
BL
1007
Balentine LLC
Georgia
$6K – – –
NC
1008
NewSquare Capital
Pennsylvania
$6K +$1.12K +25 +23%
MAM
1009
Marquette Asset Management
Minnesota
$6K +$6K +140 New
LHC
1010
Little House Capital
Massachusetts
$6K +$6K +159 New
TCM
1011
Tradewinds Capital Management
Washington
$5K – – –
IF
1012
Ironwood Financial
Arizona
$5K – – –
CAC
1013
Certified Advisory Corp
Florida
$5K – – –
SJIM
1014
St. Johns Investment Management
Florida
$5K +$43 +1 +0.9%
BCI
1015
Brinker Capital Investments
Pennsylvania
$4K – – –
TSW
1016
Thompson Siegel & Walmsley
Virginia
$4K – – –
LWA
1017
Lowe Wealth Advisors
Maryland
$4K – – –
LC
1018
Lavaca Capital
Texas
$4K – – –
FMTCOCP
1019
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4K – – –
GCM
1020
Gables Capital Management
Florida
$4K – – –
MSA
1021
Marino Stram & Associates
Massachusetts
$4K +$1.26K +33 +46%
MAM
1022
Meeder Asset Management
Ohio
$4K +$4K +93 New
SIAS
1023
Shine Investment Advisory Services
Colorado
$4K +$4K +100 New
MFT
1024
Moisand Fitzgerald Tamayo
Florida
$3K – – –
LF
1025
Lee Financial
Texas
$3K +$3K +63 New
39 40
41
42 43