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Morgan Stanley
MS

Overview Fund Activity

1,013 hedge funds and large institutions have $58.6B invested in Morgan Stanley in 2019 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 354 increasing their positions, 391 reducing their positions, and 90 closing their positions.

Holders
1,013
Holders Change
-5
Holders Change %
-0.49%
% of All Funds
22.25%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.35%
New
89
Increased
354
Reduced
391
Closed
90
Calls
$1.09B
Puts
$2.07B
Net Calls
-$977M
Net Calls Change
-$43.3M

Top Buyers

1
BlackRock
1
BlackRock
New York
$4.38B
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$555M
3
EIP
3
Easterly Investment Partners
Massachusetts
$118M
4
Capital World Investors
4
Capital World Investors
California
$268M
5
Millennium Management
5
Millennium Management
New York
$142M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.75B
2
Mitsubishi UFJ Financial Group
2
Mitsubishi UFJ Financial Group
Japan
$16.6B
3
Bessemer Group
3
Bessemer Group
New Jersey
$23.7M
4
VH
4
ValueAct Holdings
California
$949M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$641M
Name Market Value Shares Shares
Change 		Shares
Change %
WHG
1026
Westwood Holdings Group
Texas
– – -97,726 Closed
AHB
1027
Abner Herrman & Brock
New Jersey
– – -87,444 Closed
SM
1028
SG3 Management
Puerto Rico
– – -74,000 Closed
NC
1029
Northpointe Capital
Michigan
– – -66,921 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1030
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– – -63,814 Closed
CMTU
1031
Capital Markets Trading (UK)
United Kingdom
– – -60,740 Closed
EAM
1032
Erste Asset Management
Austria
– – -57,729 Closed
OA
1033
Oxbow Advisors
Texas
– – -56,136 Closed
ZDA
1034
Zweig-DiMenna Associates
New York
– – -49,697 Closed
VIA
1035
Vantis Investment Advisers
Florida
– – -48,300 Closed
Qube Research & Technologies (QRT)
1036
Qube Research & Technologies (QRT)
United Kingdom
– – -44,541 Closed
EU
1037
Emory University
Georgia
– – -43,300 Closed
FLPIM
1038
F.L. Putnam Investment Management
Massachusetts
– – -40,711 Closed
Two Sigma Advisers
1039
Two Sigma Advisers
New York
– – -38,800 Closed
TW
1040
Transform Wealth
Colorado
– – -38,101 Closed
CWG
1041
Cornerstone Wealth Group
North Carolina
– – -35,474 Closed
HI
1042
HBK Investments
Texas
– – -34,749 Closed
CC
1043
Cognios Capital
Kansas
– – -31,129 Closed
GCP
1044
GSA Capital Partners
United Kingdom
– – -28,498 Closed
SRAM
1045
Stone Ridge Asset Management
New York
– – -25,900 Closed
SCP
1046
Stamos Capital Partners
California
– – -22,800 Closed
LWS
1047
Lucia Wealth Services
California
– – -21,319 Closed
GAG
1048
GM Advisory Group
New York
– – -20,060 Closed
BS
1049
Bessemer Securities
New York
– – -19,250 Closed
Balyasny Asset Management
1050
Balyasny Asset Management
Illinois
– – -19,137 Closed
40 41
42
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