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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 %
SCCM
276
Schafer Cullen Capital Management
New York
$7.19M 140,582 -3,705 -3%
PGFC
277
Peapack-Gladstone Financial Corp
New Jersey
$7.17M 140,286 +100 +0.1%
M
278
MOTCO
Texas
$7.11M 139,078 -383 -0.3%
PPCM
279
Pillar Pacific Capital Management
California
$7.08M 138,515 +131 +0.1%
KOCAA
280
Knights of Columbus Asset Advisors
Connecticut
$7.02M 137,282 +25,282 +23%
CIBC Asset Management
281
CIBC Asset Management
Ontario, Canada
$7.01M 137,026 -6,075 -4%
Jennison Associates
282
Jennison Associates
New York
$6.97M 136,239 -289,425 -68%
BOTW
283
Bank of the West
California
$6.92M 135,369 +18,036 +15%
SFM
284
Soros Fund Management
New York
$6.86M 134,143 – –
SAM
285
Shell Asset Management
Netherlands
$6.84M 133,756 -28,503 -18%
NAM
286
Nissay Asset Management
Japan
$6.77M 132,449 -4,154 -3%
BUB
287
BBVA USA Bancshares
Texas
$6.69M 130,851 -7,496 -5%
II
288
IFM Investors
Australia
$6.67M 130,522 -7,592 -5%
VanEck Associates
289
VanEck Associates
New York
$6.66M 130,259 +5,464 +4%
IIM
290
Intact Investment Management
Quebec, Canada
$6.52M 127,600 +9,800 +8%
DA
291
Duality Advisers
Florida
$6.47M 126,624 -78,616 -38%
LBC
292
Lowe Brockenbrough & Co
Virginia
$6.45M 126,221 -165 -0.1%
CSS
293
Cubist Systematic Strategies
Connecticut
$6.45M 126,180 +23,148 +22%
GIM
294
Grassi Investment Management
California
$6.38M 124,800 -750 -0.6%
GPSPJS
295
General Pension Society PZU Joint Stock
Poland
$6.36M 124,369 – –
SAM
296
Securian Asset Management
Minnesota
$6.26M 122,468 -6,176 -5%
HAI
297
Hennessy Advisors Inc
California
$6.22M 121,600 -6,900 -5%
B
298
BP
United Kingdom
$6.18M 121,000 -3,500 -3%
HF
299
HRT Financial
New York
$6.05M 118,314 +96,646 +446%
LG
300
Leuthold Group
Minnesota
$6M 117,339 +98,134 +511%
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