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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.

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

Top Sellers

1
VH
ValueAct Holdings
California
$767M
2
Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group
Japan
$19.6B
3
Norges Bank
Norges Bank
Norway
$676M
4
VRM
Vectors Research Management
New York
$28K
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$218M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
351
Ally Financial
Michigan
$4.09M – – –
COPPSERS
352
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.05M -$65.2K -1,275 -2%
LTFS
353
Ladenburg Thalmann Financial Services
Florida
$4.04M +$329K +6,415 +9%
Boston Partners
354
Boston Partners
Massachusetts
$4.02M -$839K -16,408 -17%
WSTAM
355
Wilbanks Smith & Thomas Asset Management
Virginia
$4.01M +$269K +5,267 +7%
BCM
356
BTC Capital Management
Iowa
$4M +$238K +4,668 +6%
AIA
357
Affinity Investment Advisors
California
$3.97M -$1.44M -28,162 -27%
William Blair & Company
358
William Blair & Company
Illinois
$3.88M -$890K -17,417 -19%
Creative Planning
359
Creative Planning
Kansas
$3.86M -$907K -17,744 -19%
NB
360
Norinchukin Bank
Japan
$3.8M -$860K -16,827 -18%
OC
361
Oppenheimer & Co
New York
$3.8M +$167K +3,259 +5%
BA
362
Baugh & Associates
Georgia
$3.8M +$12.5K +245 +0.3%
GAB
363
German American Bancorp
Indiana
$3.8M +$34.9K +683 +0.9%
BIAS
364
Beacon Investment Advisory Services
New Jersey
$3.72M +$43K +842 +1%
Brown Advisory
365
Brown Advisory
Maryland
$3.7M +$172K +3,372 +5%
JPC
366
Jabodon PT Co
Nevada
$3.68M +$1.16M +22,685 +46%
PAI
367
Pittenger & Anderson Inc
Nebraska
$3.65M -$261K -5,100 -7%
Wealthfront Advisers
368
Wealthfront Advisers
California
$3.59M +$25.4K +497 +0.7%
SLI
369
Sumitomo Life Insurance
Japan
$3.59M +$178K +3,484 +5%
KWILP
370
Kiwi Wealth Investments Limited Partnership
New Zealand
$3.58M -$2M -39,165 -36%
RG
371
Rathbones Group
United Kingdom
$3.56M +$1.85M +36,200 +108%
FHB
372
First Hawaiian Bank
Hawaii
$3.56M -$408K -7,974 -10%
AAIM
373
American Assets Investment Management
California
$3.55M – – –
CM
374
Capula Management
Cayman Islands
$3.54M +$3.24M +63,473 +1,093%
Daiwa Securities Group
375
Daiwa Securities Group
Japan
$3.49M -$25.6K -500 -0.7%
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