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Morgan Stanley
MS

Overview Fund Activity

1,090 hedge funds and large institutions have $69.3B invested in Morgan Stanley in 2019 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 350 increasing their positions, 407 reducing their positions, and 78 closing their positions.

Holders
1,090
Holders Change
+77
Holders Change %
+7.6%
% of All Funds
21.52%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.39%
New
176
Increased
350
Reduced
407
Closed
78
Calls
$1.38B
Puts
$2.61B
Net Calls
-$1.23B
Net Calls Change
-$253M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.17B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$961M
3
Truist Financial
3
Truist Financial
North Carolina
$145M
4
WRF
4
Waddell & Reed Financial
Kansas
$98.6M
5
Fidelity International
5
Fidelity International
Bermuda
$346M

Top Sellers

1
VH
1
ValueAct Holdings
California
$767M
2
Mitsubishi UFJ Financial Group
2
Mitsubishi UFJ Financial Group
Japan
$19.6B
3
Norges Bank
3
Norges Bank
Norway
$676M
4
VRM
4
Vectors Research Management
New York
$28K
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$218M
Name Market Value Shares Shares
Change 		Shares
Change %
Rafferty Asset Management
251
Rafferty Asset Management
New York
$9.78M 191,262 +11,426 +6%
BPB
252
Badgley, Phelps & Bell
Washington
$9.63M 188,405 +1,113 +0.6%
DA
253
Denali Advisors
California
$9.63M 188,400 +89,100 +90%
WBC
254
Westpac Banking Corp
Australia
$9.59M 187,512 – –
DnB Asset Management
255
DnB Asset Management
Norway
$9.58M 187,400 -19,414 -9%
MNBTD
256
Moody National Bank Trust Division
Texas
$9.55M 186,852 – –
LPL Financial
257
LPL Financial
California
$9.53M 186,445 +1,555 +0.8%
MLICM
258
Metropolitan Life Insurance Company (MetLife)
New York
$9.47M 185,239 -3,470 -2%
SCM
259
Springhouse Capital Management
Connecticut
$9.39M 183,700 -178,500 -49%
SCM
260
SKBA Capital Management
California
$9.37M 183,300 -36,700 -17%
ANI
261
American National Insurance
Texas
$9.25M 180,900 – –
AB
262
Amalgamated Bank
New York
$9.06M 177,161 +5,747 +3%
MSA
263
Mason Street Advisors
Wisconsin
$8.97M 175,512 -3,442 -2%
HIMCH
264
Hartford Investment Management Co (HIMCO)
Connecticut
$8.86M 173,337 -5,734 -3%
HC
265
Hourglass Capital
Texas
$8.75M 171,107 -90 -0.1%
RC
266
RegentAtlantic Capital
New Jersey
$8.64M 169,019 +6,658 +4%
Commonwealth Equity Services
267
Commonwealth Equity Services
Massachusetts
$8.37M 163,644 +6,578 +4%
BS
268
Banco Santander
Spain
$8.1M 158,454 +94,882 +149%
QOP
269
Quinn Opportunity Partners
Virginia
$8.01M 156,679 -233,592 -60%
Point72 Asset Management
270
Point72 Asset Management
Connecticut
$7.67M 150,000 -1,066,324 -88%
TCM
271
Tegean Capital Management
New York
$7.67M 150,000 -50,000 -25%
BBVA
272
Banco Bilbao Vizcaya Argentaria
Spain
$7.63M 149,344 +149,344 New
OAM
273
Oppenheimer Asset Management
New York
$7.53M 147,299 +3,250 +2%
CWM
274
CIBC World Markets
New York
$7.44M 145,466 +2,409 +2%
Pacer Advisors
275
Pacer Advisors
Pennsylvania
$7.2M 140,771 +3,680 +3%
9 10
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