MS icon

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 %
WCM
1076
Wealthcare Capital Management
Virginia
– – -1,630 Closed
NSIM
1077
North Star Investment Management
Illinois
– – -1,560 Closed
WA
1078
WP Advisors
California
– – -1,413 Closed
SAM
1079
Security Asset Management
New York
– – -1,320 Closed
PWM
1080
PRW Wealth Management
Massachusetts
– – -1,101 Closed
AIC
1081
Ameritas Investment Company
Nebraska
– – -947 Closed
JIP
1082
JBJ Investment Partners
South Carolina
– – -900 Closed
SMFG
1083
Sumitomo Mitsui Financial Group
Japan
– – -755 Closed
IAS
1084
IMA Advisory Services
Colorado
– – -740 Closed
KPW
1085
Kore Private Wealth
New York
– – -503 Closed
IDBONY
1086
Israel Discount Bank of New York
New York
– – -500 Closed
IP
1087
Intellectus Partners
California
– – -500 Closed
BCMIO
1088
Beacon Capital Management Inc (Ohio)
Ohio
– – -350 Closed
OWA
1089
One Wealth Advisors
California
– – -342 Closed
BAM
1090
Bruderman Asset Management
New York
– – -336 Closed
AIA
1091
Alera Investment Advisors
Illinois
– – -313 Closed
AWM
1092
Arbor Wealth Management
Florida
– – -266 Closed
CHP
1093
Cable Hill Partners
Oregon
– – -264 Closed
WCM
1094
WealthBridge Capital Management
Ohio
– – -240 Closed
LA
1095
Legacy Advisors
Pennsylvania
– – -218 Closed
WEC
1096
Winslow Evans & Crocker
Massachusetts
– – -212 Closed
PP
1097
PagnatoKarp Partners
Virginia
– – -206 Closed
LHC
1098
Little House Capital
Massachusetts
– – -159 Closed
TF
1099
Tompkins Financial
New York
– – -156 Closed
MAM
1100
Marquette Asset Management
Minnesota
– – -140 Closed
41 42 43
44
45