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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 %
QCM
1076
Quantinno Capital Management
New York
– -$612K -15,432 Closed
AWM
1077
Alterna Wealth Management
Texas
– -$648K -14,531 Closed
VI
1078
Versor Investments
New York
– -$551K -13,900 Closed
BC
1079
Banced Corp
Illinois
– -$487K -12,281 Closed
TP
1080
Truvvo Partners
New York
– -$450K -11,354 Closed
AHC
1081
Adell Harriman & Carpenter
Texas
– -$408K -10,300 Closed
VIA
1082
Vident Investment Advisory
Georgia
– -$388K -9,779 Closed
BCMO
1083
Buckingham Capital Management (Ohio)
Ohio
– -$387K -9,758 Closed
HHGA
1084
Halbert Hargrove Global Advisors
California
– -$342K -8,622 Closed
AMM
1085
American Money Management
California
– -$304K -7,672 Closed
PTC
1086
Petrus Trust Company
Texas
– -$295K -7,451 Closed
NRS
1087
Neville Rodie & Shaw
New York
– -$286K -7,200 Closed
BAS
1088
Brown Advisory Securities
Maryland
– -$286K -7,103 Closed
PAS
1089
Partnervest Advisory Services
California
– -$260K -6,562 Closed
AL
1090
Aspiriant LLC
California
– -$257K -6,486 Closed
SL
1091
Signition LP
New York
– -$238K -6,013 Closed
Cetera Investment Advisers
1092
Cetera Investment Advisers
Illinois
– -$233K -5,867 Closed
PHS
1093
Pekin Hardy Strauss
Illinois
– -$220K -5,560 Closed
WG
1094
Winton Group
United Kingdom
– -$220K -5,549 Closed
GCP
1095
GSA Capital Partners
United Kingdom
– -$216K -5,452 Closed
CIC
1096
Crawford Investment Counsel
Georgia
– -$216K -5,450 Closed
SCA
1097
Snowden Capital Advisors
New York
– -$216K -5,450 Closed
LPWM
1098
Lake Point Wealth Management
Texas
– -$214K -5,407 Closed
Walleye Trading
1099
Walleye Trading
New York
– -$212K -5,340 Closed
JGIA
1100
Jackson Grant Investment Advisers
Connecticut
– -$209K -5,264 Closed
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