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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 %
DJSG
1101
D.J. St. Germain
Massachusetts
– -$206K -5,190 Closed
FCH
1102
Freestone Capital Holdings
Washington
– -$202K -5,103 Closed
HCA
1103
Harbour Capital Advisors
Virginia
– -$202K -5,100 Closed
LNB
1104
Ledyard National Bank
– -$173K -4,367 Closed
MOS
1105
MGO One Seven
Ohio
– -$159K -4,029 Closed
C
1106
Cerebellum
California
– -$143K -3,608 Closed
PRC
1107
Pearl River Capital
Michigan
– -$126K -3,185 Closed
BOPW
1108
Brandywine Oak Private Wealth
Pennsylvania
– -$98K -2,490 Closed
DWM
1109
Doyle Wealth Management
Florida
– -$69K -1,736 Closed
CA
1110
Claro Advisors
Massachusetts
– -$73K -1,566 Closed
SIAG
1111
Signet Investment Advisory Group
Rhode Island
– -$59K -1,500 Closed
FTI
1112
Fiduciary Trust International
Massachusetts
– -$53K -1,344 Closed
MMG
1113
Monetary Management Group
Missouri
– -$50K -1,250 Closed
WANY
1114
Wealthspire Advisors (New York)
New York
– -$45K -1,138 Closed
HIM
1115
Hillsdale Investment Management
Ontario, Canada
– -$42K -1,060 Closed
PG
1116
Patten Group
Tennessee
– -$40K -1,000 Closed
GTAM
1117
Global Trust Asset Management
Florida
– -$35K -891 Closed
RWA
1118
River Wealth Advisors
Pennsylvania
– -$34K -865 Closed
CMBA
1119
C.M. Bidwell & Associates
Hawaii
– -$30K -750 Closed
JA
1120
JOYN Advisors
Georgia
– -$29K -732 Closed
VEA
1121
Virtus ETF Advisers
New York
– -$20K -508 Closed
TWMP
1122
Taylor Wealth Management Partners
Massachusetts
– -$17K -425 Closed
PCIA
1123
Prime Capital Investment Advisors
Kansas
– -$16K -393 Closed
PCM
1124
Princeton Capital Management
New Jersey
– -$15K -380 Closed
SGS
1125
Sterling Global Strategies
California
– -$9.64K -243 Closed
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