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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 %
LWM
1026
Liberty Wealth Management
California
$2K -$21.3K -691 -91%
TNBTD
1027
Trustmark National Bank Trust Department
Mississippi
$2K – – –
SIM
1028
Sonora Investment Management
Arizona
$2K – – –
NCM
1029
Nelson Capital Management
California
$2K +$2K +38 New
CAM
1030
ClariVest Asset Management
California
$1K -$381 -8 -28%
CPA
1031
Cowen Prime Advisors
New York
$1K – – –
SIS
1032
Sound Income Strategies
Florida
$1K – – –
CWM
1033
Cranbrook Wealth Management
Michigan
$1K – – –
CIR
1034
Clear Investment Research
Georgia
$1K – – –
APW
1035
Acima Private Wealth
Virginia
$1K – – –
WCG
1036
Weaver Consulting Group
California
$1K +$1K +22 New
AA
1037
Advisory Alpha
Michigan
$883 +$883 +19 New
GT
1038
Glenmede Trust
Pennsylvania
$600 -$648 -15,369 -52%
WA
1039
WP Advisors
California
$596 +$596 +1,413 New
SC
1040
Samlyn Capital
New York
– -$71M -1,790,279 Closed
PP
1041
PDT Partners
New York
– -$22.6M -570,700 Closed
HI
1042
Honeywell International
North Carolina
– -$15.9M -401,400 Closed
ELC
1043
Edgar Lomax Company
Virginia
– -$15.5M -390,420 Closed
CM
1044
Castleark Management
Illinois
– -$12.8M -322,429 Closed
BA
1045
Bridgewater Associates
Connecticut
– -$8.95M -225,598 Closed
NLGIA
1046
Nippon Life Global Investors Americas
New York
– -$8.85M -223,160 Closed
MAM
1047
Mark Asset Management
New York
– -$8.69M -219,045 Closed
ASC
1048
Atalanta Sosnoff Capital
New York
– -$7.94M -200,139 Closed
RI
1049
Redwood Investments
Massachusetts
– -$7.46M -188,143 Closed
IG
1050
ING Group
Netherlands
– -$7.09M -178,683 Closed
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