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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 %
Mariner
326
Mariner
Kansas
$4.65M 91,043 -235 -0.3%
TAF
327
Tredje AP-fonden
Sweden
$4.55M 88,980 -15,665 -15%
AG
328
Advisor Group
Arizona
$4.53M 88,643 +15,137 +21%
WIA
329
Westbourne Investment Advisors
Maryland
$4.51M 88,125 +730 +0.8%
TCM
330
Twin Capital Management
Pennsylvania
$4.51M 88,133 +88,133 New
IP
331
Interval Partners
New York
$4.46M 87,228 +30,022 +52%
JWBC
332
J.W. Burns & Co
New York
$4.45M 87,126 +270 +0.3%
MIG
333
McGuire Investment Group
Rhode Island
$4.43M 86,605 +287 +0.3%
CAPTRUST Financial Advisors
334
CAPTRUST Financial Advisors
North Carolina
$4.4M 84,551 +62,138 +277%
FCBT
335
First Citizens Bank & Trust
North Carolina
$4.4M 85,987 +202 +0.2%
IG
336
ING Group
Netherlands
$4.31M 84,377 +5,990 +8%
DBT
337
Dubuque Bank & Trust
Iowa
$4.31M 84,277 -8,086 -9%
CIP
338
Convergence Investment Partners
Florida
$4.3M 84,073 +894 +1%
WAM
339
World Asset Management
Michigan
$4.28M 83,752 -572 -0.7%
VRS
340
Virginia Retirement Systems
Virginia
$4.27M 83,600 -200 -0.2%
RJFSA
341
Raymond James Financial Services Advisors
Florida
$4.25M 83,139 +11,696 +16%
Carson Wealth (CWM LLC)
342
Carson Wealth (CWM LLC)
Nebraska
$4.25M 46,331 – –
TCM
343
Telos Capital Management
California
$4.24M 82,857 +1,787 +2%
AIC
344
Argus Investors Counsel
New York
$4.23M 82,640 -2,467 -3%
GCM
345
Gibraltar Capital Management
Oklahoma
$4.21M 82,316 +8,107 +11%
AAMU
346
AEGON Asset Management (UK)
United Kingdom
$4.16M 81,382 +81,382 New
SFM
347
Signet Financial Management
New Jersey
$4.16M 81,340 +15,213 +23%
AWM
348
Avitas Wealth Management
California
$4.15M 81,090 +411 +0.5%
CAL
349
Capital Analysts LLC
Pennsylvania
$4.12M 80,552 +911 +1%
SIM
350
Sentry Investment Management
Wisconsin
$4.11M 80,480 – –
12 13
14
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