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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 %
FPFS
1001
First Personal Financial Services
North Carolina
$3K 64 +64 New
FBT
1002
First Bank & Trust
South Dakota
$3K 68 +68 New
OSAM
1003
O'Shaughnessy Asset Management
Connecticut
$3K 79 +79 New
LM
1004
Lincluden Management
Ontario, Canada
$2.13K 48,617 +65 +0.1%
ST
1005
Sageworth Trust
Pennsylvania
$2K 50 -550 -92%
LWM
1006
Liberty Wealth Management
California
$2K 54 -11 -17%
TNBTD
1007
Trustmark National Bank Trust Department
Mississippi
$2K 36 – –
NCM
1008
Nelson Capital Management
California
$2K 38 – –
GC
1009
Globeflex Capital
California
$2K 36 +36 New
AOWM
1010
Alpha Omega Wealth Management
Virginia
$2K 49 +49 New
JCM
1011
Jacobi Capital Management
Pennsylvania
$2K 55 +55 New
GT
1012
Glenmede Trust
Pennsylvania
$1.21K 27,526 +13,287 +93%
APW
1013
Acima Private Wealth
Virginia
$1K 26 – –
CPA
1014
Cowen Prime Advisors
New York
$1K 18 – –
CIR
1015
Clear Investment Research
Georgia
$1K 15 – –
WCG
1016
Weaver Consulting Group
California
$1K 22 – –
CWM
1017
Cranbrook Wealth Management
Michigan
$1K 18 – –
SIS
1018
Sound Income Strategies
Florida
$1K 19 – –
WRF
1019
Waddell & Reed Financial
Kansas
– – -2,207,136 Closed
ACL
1020
Azora Capital LP
Florida
– – -1,484,971 Closed
RCAMU
1021
Rothschild & Co Asset Management US
Connecticut
– – -627,117 Closed
1832 Asset Management
1022
1832 Asset Management
Ontario, Canada
– – -290,700 Closed
Twin Tree Management
1023
Twin Tree Management
Texas
– – -154,118 Closed
HCMT
1024
Highland Capital Management (Texas)
Texas
– – -105,000 Closed
QC
1025
Quadrature Capital
United Kingdom
– – -101,812 Closed
39 40
41
42 43