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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
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 Holding Trade Value Shares
Change 		Shares
Change %
RIM
376
Regent Investment Management
Kentucky
$3.47M -$455K -8,908 -12%
CM
377
Castleark Management
Illinois
$3.45M – – –
RIM
378
Redpoint Investment Management
Australia
$3.41M +$410K +8,029 +14%
IA
379
Icon Advisers
Colorado
$3.35M – – –
PI
380
PFS Investments
Georgia
$3.28M +$983K +19,222 +43%
TPCW
381
TD Private Client Wealth
New York
$3.27M +$3.27M +63,994 New
FT
382
Fiduciary Trust
Massachusetts
$3.26M -$203K -3,964 -6%
Squarepoint
383
Squarepoint
New York
$3.25M -$76.6M -1,497,459 -96%
SC
384
Scotia Capital
Ontario, Canada
$3.25M -$82K -1,603 -2%
RPSA
385
Richard P. Slaughter Associates
Texas
$3.24M +$3.24M +63,447 New
KRS
386
Kentucky Retirement Systems
Kentucky
$3.24M -$55.2K -1,080 -2%
RCIM
387
Russell Clark Investment Management
United Kingdom
$3.23M – – –
Mercer Global Advisors
388
Mercer Global Advisors
Colorado
$3.2M +$352K +6,890 +12%
MHC
389
Meyer Handelman Company
New York
$3.15M – – –
HA
390
H2O AM
United Kingdom
$3.14M -$51.1K -1,000 -2%
EOJOAM
391
E. Ohman J:or Asset Management
Sweden
$3.11M +$195K +3,806 +7%
IFAM
392
Institutional & Family Asset Management
Colorado
$3.08M -$343K -6,714 -10%
DCM
393
Dimension Capital Management
Florida
$3.07M – – –
Cambridge Investment Research Advisors
394
Cambridge Investment Research Advisors
Iowa
$3.06M -$61.1K -1,196 -2%
ATC
395
Argent Trust Co
Tennessee
$3.01M +$307K +6,012 +11%
LSERS
396
Louisiana State Employees Retirement System
Louisiana
$2.99M -$102K -2,000 -3%
BCV
397
Banque Cantonale Vaudoise
Switzerland
$2.98M +$2.98M +58,243 New
Acadian Asset Management
398
Acadian Asset Management
Massachusetts
$2.95M +$2.37M +46,332 +409%
AMI
399
Amica Mutual Insurance
Rhode Island
$2.95M – – –
ACM
400
Advisors Capital Management
New Jersey
$2.94M +$2.94M +57,534 New
14 15
16
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