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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 %
CEP
351
Chicago Equity Partners
Illinois
$2.77M +$2.77M +81,470 New
GCM
352
Gibraltar Capital Management
Oklahoma
$2.74M -$60.3K -1,774 -2%
AIA
353
Affinity Investment Advisors
California
$2.73M +$91.2K +2,681 +3%
NAM
354
NorthCoast Asset Management
Connecticut
$2.72M +$1.44M +42,188 +112%
AIC
355
Argus Investors Counsel
New York
$2.71M -$98.6K -2,900 -4%
OLA
356
Oliver Luxxe Assets
New Jersey
$2.7M +$2.7M +68,669 New
SIA
357
Sit Investment Associates
Minnesota
$2.7M +$2.7M +79,450 New
PI
358
PineBridge Investments
New York
$2.7M -$4.23M -124,386 -61%
GAB
359
German American Bancorp
Indiana
$2.7M +$167K +4,900 +7%
TC
360
TwinBeech Capital
New York
$2.67M +$2.67M +78,606 New
DBT
361
Dubuque Bank & Trust
Iowa
$2.66M -$205K -6,018 -7%
JWBC
362
J.W. Burns & Co
New York
$2.65M -$317K -9,316 -11%
NMERB
363
New Mexico Educational Retirement Board
New Mexico
$2.63M -$726K -21,350 -22%
UB
364
UMB Bank
Missouri
$2.59M -$697K -20,514 -21%
IC
365
IEQ Capital
California
$2.59M +$2.16M +63,743 +505%
S
366
Seeyond
France
$2.57M -$19.3K -25 -0.7%
CIP
367
Convergence Investment Partners
Florida
$2.57M -$290K -8,534 -10%
William Blair & Company
368
William Blair & Company
Illinois
$2.57M -$14.1K -416 -0.5%
SMDAM
369
Sumitomo Mitsui DS Asset Management
Japan
$2.56M -$1.25M -36,840 -33%
COPPSERS
370
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.53M -$164K -4,811 -6%
Connor, Clark & Lunn Investment Management (CC&L)
371
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.52M +$2.24M +65,936 +805%
BIAS
372
Beacon Investment Advisory Services
New Jersey
$2.5M +$27.1K +797 +1%
BA
373
Baugh & Associates
Georgia
$2.5M -$27.4K -805 -1%
CAPTRUST Financial Advisors
374
CAPTRUST Financial Advisors
North Carolina
$2.49M -$187K -5,909 -7%
Morgan Stanley
375
Morgan Stanley
New York
$2.41M -$32.2M -947,086 -93%
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