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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 %
FHB
376
First Hawaiian Bank
Hawaii
$2.39M +$26K +765 +1%
PCA
377
Providence Capital Advisors
North Carolina
$2.38M +$2.38M +70,100 New
Cambridge Investment Research Advisors
378
Cambridge Investment Research Advisors
Iowa
$2.38M +$347K +10,217 +17%
SC
379
Scotia Capital
Ontario, Canada
$2.38M +$215K +6,320 +10%
AAIM
380
American Assets Investment Management
California
$2.36M – – –
TPCW
381
TD Private Client Wealth
New York
$2.29M +$113K +3,317 +5%
ATC
382
Argent Trust Co
Tennessee
$2.29M +$285K +8,370 +14%
GT
383
Glenview Trust
Kentucky
$2.28M +$2.03M +59,715 +829%
RIM
384
Redpoint Investment Management
Australia
$2.27M – – –
IMC Chicago
385
IMC Chicago
Illinois
$2.26M +$555K +16,316 +32%
RIM
386
Regent Investment Management
Kentucky
$2.24M -$66.5K -1,955 -3%
CCM
387
Cadence Capital Management
Massachusetts
$2.24M +$368K +10,834 +20%
IA
388
Icon Advisers
Colorado
$2.23M – – –
Brown Advisory
389
Brown Advisory
Maryland
$2.23M -$236K -6,938 -10%
RPSA
390
Richard P. Slaughter Associates
Texas
$2.2M +$45.7K +1,343 +2%
FT
391
Fiduciary Trust
Massachusetts
$2.17M +$1.46K +43 +0.1%
EWA
392
Evolution Wealth Advisors
Florida
$2.17M +$2.16M +63,416 +25,779%
Daiwa Securities Group
393
Daiwa Securities Group
Japan
$2.12M -$203K -5,964 -9%
MHC
394
Meyer Handelman Company
New York
$2.1M – – –
Tudor Investment Corp
395
Tudor Investment Corp
Connecticut
$2.09M +$2.09M +61,343 New
Creative Planning
396
Creative Planning
Kansas
$2.08M -$481K -14,146 -19%
NMIMC
397
Northwestern Mutual Investment Management Company
Wisconsin
$2.06M +$440K +12,932 +27%
DCM
398
Dimension Capital Management
Florida
$2.04M – – –
RCM
399
Red Cedar Management
Utah
$2.04M +$2.04M +60,000 New
ACP
400
Ashfield Capital Partners
California
$2M +$2M +58,871 New
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