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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 %
FAM
1051
Formidable Asset Management
Ohio
– – -6,713 Closed
SLG
1052
Stanley-Laman Group
Pennsylvania
– – -6,087 Closed
GPA
1053
Garrison Point Advisors
California
– – -5,778 Closed
KA
1054
KLCM Advisors
Wisconsin
– – -5,684 Closed
FI
1055
Fosun International
China
– – -5,477 Closed
IIA
1056
IPG Investment Advisors
California
– – -5,450 Closed
BWAM
1057
Boyd Watterson Asset Management
Ohio
– – -5,435 Closed
PWAG
1058
Polaris Wealth Advisory Group
California
– – -5,386 Closed
STA
1059
Summit Trail Advisors
New York
– – -5,100 Closed
JIC
1060
Johnson Investment Counsel
Ohio
– – -4,984 Closed
VCM
1061
Vivaldi Capital Management
Illinois
– – -4,934 Closed
PAS
1062
Park Avenue Securities
New York
– – -4,917 Closed
JIP
1063
Jaffetilchin Investment Partners
Florida
– – -4,903 Closed
FI
1064
FormulaFolio Investments
Michigan
– – -4,830 Closed
BBNA
1065
Bremer Bank National Association
Minnesota
– – -4,774 Closed
BCM
1066
Brasada Capital Management
Texas
– – -4,500 Closed
LFA
1067
Legacy Financial Advisors
Kentucky
– – -4,137 Closed
OWD
1068
Osborn Williams & Donohoe
Ohio
– – -3,832 Closed
PGA
1069
Premia Global Advisors
Florida
– – -3,626 Closed
AIM
1070
Assured Investment Management
New York
– – -3,585 Closed
MFW
1071
Mosaic Family Wealth
Missouri
– – -3,221 Closed
OFW
1072
Omnia Family Wealth
Florida
– – -2,424 Closed
IWP
1073
Icon Wealth Partners
Texas
– – -2,044 Closed
FC
1074
Ferris Capital
Massachusetts
– – -1,965 Closed
WTB
1075
Washington Trust Bank
Washington
– – -1,871 Closed
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