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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 %
HCM
1026
Harvey Capital Management
Florida
– – -93,540 Closed
CIC
1027
Cornercap Investment Counsel
Georgia
– – -92,450 Closed
BPM
1028
Bowling Portfolio Management
Ohio
– – -81,599 Closed
TCM
1029
Twin Capital Management
Pennsylvania
– – -36,280 Closed
MTIM
1030
Marathon Trading Investment Management
Pennsylvania
– – -24,300 Closed
AU
1031
Algebris (UK)
United Kingdom
– – -24,200 Closed
SM
1032
Sciencast Management
New Jersey
– – -20,700 Closed
TA
1033
Tiedemann Advisors
New York
– – -20,445 Closed
PCM
1034
Prelude Capital Management
New York
– – -20,281 Closed
Two Sigma Investments
1035
Two Sigma Investments
New York
– – -19,469 Closed
LP
1036
LMR Partners
United Kingdom
– – -19,320 Closed
DIM
1037
DC Investments Management
Virginia
– – -18,576 Closed
WCM
1038
Weld Capital Management
New York
– – -18,534 Closed
PI
1039
PHH Investments
Texas
– – -18,107 Closed
Lord, Abbett & Co
1040
Lord, Abbett & Co
New Jersey
– – -16,902 Closed
IMC Chicago
1041
IMC Chicago
Illinois
– – -16,370 Closed
BCM
1042
Bayesian Capital Management
New York
– – -14,600 Closed
BSPF
1043
British Steel Pension Fund
United Kingdom
– – -12,600 Closed
BO
1044
Bach Option
Hong Kong
– – -11,911 Closed
BFA
1045
Beaumont Financial Advisors
Massachusetts
– – -10,520 Closed
BWCS
1046
Beirne Wealth Consulting Services
Connecticut
– – -10,087 Closed
ACM
1047
Advent Capital Management
New York
– – -9,500 Closed
MHS
1048
M Holdings Securities
Oregon
– – -9,111 Closed
OMC
1049
Old Mission Capital
Illinois
– – -7,100 Closed
LWM
1050
Lyell Wealth Management
California
– – -6,775 Closed
40 41
42
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