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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 %
PP
401
Patten & Patten
Tennessee
$2.93M -$422K -8,265 -13%
IAN
402
Integrated Advisors Network
Texas
$2.9M +$2.9M +56,766 New
MERSOM
403
Municipal Employees' Retirement System of Michigan
Michigan
$2.89M +$549K +10,730 +23%
OTPPB
404
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.86M +$2.08M +40,738 +269%
CCM
405
Cadence Capital Management
Massachusetts
$2.81M -$171K -3,355 -6%
AF
406
Arrow Financial
New York
$2.78M -$295K -5,767 -10%
MC
407
MRJ Capital
New York
$2.77M -$35.8K -700 -1%
GFPC
408
Global Financial Private Capital
Florida
$2.76M -$199K -3,899 -7%
CA
409
Commerzbank Aktiengesellschaft
Germany
$2.73M -$68.9M -1,347,078 -96%
LM
410
Lincluden Management
Ontario, Canada
$2.68M +$568K +11,111 +27%
LS
411
Livforsakringsbolaget Skandia
Sweden
$2.65M -$256K -5,000 -9%
IMC Chicago
412
IMC Chicago
Illinois
$2.57M +$2.57M +50,246 New
MML Investors Services
413
MML Investors Services
Massachusetts
$2.53M +$261K +5,108 +11%
FAAS
414
First Allied Advisory Services
California
$2.53M +$106K +2,069 +4%
LIA
415
LS Investment Advisors
Michigan
$2.5M -$36.1K -706 -1%
KIA
416
KCM Investment Advisors
California
$2.49M -$32.5K -636 -1%
BBI
417
Baxter Bros Inc
Connecticut
$2.48M -$208K -4,075 -8%
CNBT
418
Canandaigua National Bank & Trust
New York
$2.46M -$33.5K -655 -1%
V
419
Veritable
Delaware
$2.45M +$29.1K +570 +1%
NMIMC
420
Northwestern Mutual Investment Management Company
Wisconsin
$2.44M -$2.61K -51 -0.1%
BCM
421
Bluefin Capital Management
New York
$2.43M +$2.09M +40,880 +610%
NEI
422
Northwest & Ethical Investments
Ontario, Canada
$2.41M – – –
CAC
423
Core Alternative Capital
Georgia
$2.4M +$2.4M +46,962 New
CI
424
CX Institutional
Indiana
$2.38M +$131K +2,559 +6%
MYLI
425
Meiji Yasuda Life Insurance
Japan
$2.36M -$420K -8,224 -15%
15 16
17
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