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Morgan Stanley
MS

Overview Fund Activity

1,029 hedge funds and large institutions have $47.1B invested in Morgan Stanley in 2020 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 356 increasing their positions, 383 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,029
Holders Change
-61
Holders Change %
-5.6%
% of All Funds
22.73%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.44%
New
130
Increased
356
Reduced
383
Closed
178
Calls
$651M
Puts
$1.48B
Net Calls
-$832M
Net Calls Change
+$398M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$286M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$186M
3
Franklin Resources
Franklin Resources
California
+$152M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$130M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$116M

Top Sellers

1
State Street
State Street
Massachusetts
-$236M
2
BlackRock
BlackRock
New York
-$231M
3
Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group
Japan
-$186M
4
Ameriprise
Ameriprise
Minnesota
-$96.8M
5
Man Group
Man Group
United Kingdom
-$62.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
301
Carson Wealth (CWM LLC)
Nebraska
$4.25M – – –
BOTW
302
Bank of the West
California
$4.25M -$357K -10,502 -8%
GPSPJS
303
General Pension Society PZU Joint Stock
Poland
$4.23M – – –
GIM
304
Grassi Investment Management
California
$4.19M -$54.4K -1,600 -1%
CIBC Asset Management
305
CIBC Asset Management
Ontario, Canada
$4.14M -$520K -15,308 -11%
EGM
306
Engineers Gate Manager
New York
$4.13M +$4.13M +121,433 New
Caisse de Depot et Placement du Quebec (CDPQ)
307
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$4.08M -$9.73M -286,148 -70%
VanEck Associates
308
VanEck Associates
New York
$4.01M -$420K -12,349 -9%
Public Sector Pension Investment Board (PSP Investments)
309
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.96M -$5.15M -151,450 -57%
B
310
BP
United Kingdom
$3.91M -$204K -6,000 -5%
ELC
311
Edgar Lomax Company
Virginia
$3.89M +$3.89M +114,475 New
SAM
312
Securian Asset Management
Minnesota
$3.87M -$291K -8,546 -7%
AAF
313
Andra AP-fonden
Sweden
$3.87M +$452K +13,300 +13%
B
314
Brightworth
Georgia
$3.81M +$247K +7,266 +7%
Mercer Global Advisors
315
Mercer Global Advisors
Colorado
$3.8M +$1.67M +49,041 +78%
OFG
316
OTA Financial Group
New York
$3.78M +$3.78M +111,074 New
FNBT
317
FineMark National Bank & Trust
Florida
$3.75M +$3.75M +110,423 New
WPIC
318
White Pine Investment Company
Michigan
$3.75M -$29.4K -865 -0.8%
LG
319
Leuthold Group
Minnesota
$3.74M -$254K -7,483 -6%
GIA
320
Granite Investment Advisors
New Hampshire
$3.73M +$3.51M +103,375 +1,653%
PSUF
321
People's United Financial
Connecticut
$3.63M +$2.31M +67,911 +175%
BAMF
322
BI Asset Management Fondsmaeglerselskab
Denmark
$3.58M +$3.58M +105,227 New
LCM
323
Laurion Capital Management
New York
$3.55M +$3.55M +104,281 New
DCM
324
Dupont Capital Management
Delaware
$3.54M +$165K +4,865 +5%
PIA
325
Piedmont Investment Advisors
North Carolina
$3.51M +$2.72M +80,026 +346%
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