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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 %
ER
1051
Enlightenment Research
Florida
– – -18,800 Closed
AIM
1052
Axiom Investment Management
New York
– – -17,206 Closed
KM
1053
Kalos Management
Georgia
– – -16,801 Closed
MC
1054
Machina Capital
France
– – -15,282 Closed
CF
1055
Centaurus Financial
California
– – -15,271 Closed
Holocene Advisors
1056
Holocene Advisors
New York
– – -14,302 Closed
SFI
1057
Susquehanna Fundamental Investments
Pennsylvania
– – -13,200 Closed
BOE
1058
Bank of Edwardsville
Illinois
– – -12,238 Closed
HT
1059
HAP Trading
New York
– – -11,144 Closed
OFS
1060
OneAscent Financial Services
Alabama
– – -9,364 Closed
BFEC
1061
Benjamin F. Edwards & Company
Missouri
– – -9,185 Closed
HHGA
1062
Halbert Hargrove Global Advisors
California
– – -8,736 Closed
SCP
1063
Syntal Capital Partners
Texas
– – -8,441 Closed
LCS
1064
Levin Capital Strategies
New York
– – -7,000 Closed
TMAM
1065
Tokio Marine Asset Management
Japan
– – -6,904 Closed
IUHSA
1066
Itau Unibanco Holding S.A.
Brazil
– – -6,833 Closed
ZCM
1067
Zebra Capital Management
Connecticut
– – -6,530 Closed
BFM
1068
Boothbay Fund Management
New York
– – -6,313 Closed
CCM
1069
Community Capital Management
Florida
– – -6,174 Closed
ANTB
1070
AMG National Trust Bank
Colorado
– – -5,737 Closed
MAFM
1071
Mid Atlantic Financial Management
Pennsylvania
– – -5,593 Closed
MWPCG
1072
Measured Wealth Private Client Group
New Hampshire
– – -5,324 Closed
EWA
1073
EP Wealth Advisors
California
– – -5,281 Closed
EFS
1074
Essex Financial Services
Connecticut
– – -5,058 Closed
EHWM
1075
Eads & Heald Wealth Management
Georgia
– – -4,925 Closed
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