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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 %
MC
401
Maverick Capital
Texas
$2M -$1.1M -32,354 -36%
WAM
402
World Asset Management
Michigan
$1.97M -$878K -25,817 -31%
Wealthfront Advisers
403
Wealthfront Advisers
California
$1.96M -$425K -12,501 -18%
GT
404
Glenmede Trust
Pennsylvania
$1.96M – – –
AMI
405
Amica Mutual Insurance
Rhode Island
$1.96M – – –
IAN
406
Integrated Advisors Network
Texas
$1.95M +$23.7K +698 +1%
Renaissance Technologies
407
Renaissance Technologies
New York
$1.92M +$1.92M +56,500 New
Boston Partners
408
Boston Partners
Massachusetts
$1.92M -$757K -22,275 -28%
MERSOM
409
Municipal Employees' Retirement System of Michigan
Michigan
$1.92M – – –
LM
410
Lincluden Management
Ontario, Canada
$1.89M +$105K +3,090 +6%
LS
411
Livforsakringsbolaget Skandia
Sweden
$1.88M +$119K +3,500 +7%
PP
412
Patten & Patten
Tennessee
$1.88M -$68.5K -2,014 -4%
Wealth Enhancement Advisory Services
413
Wealth Enhancement Advisory Services
Minnesota
$1.87M +$1.87M +47,104 New
ACM
414
Ariose Capital Management
Hong Kong
$1.86M +$1.86M +54,700 New
AF
415
Arrow Financial
New York
$1.85M -$7.21K -212 -0.4%
CNBT
416
Canandaigua National Bank & Trust
New York
$1.82M +$180K +5,281 +11%
Jane Street
417
Jane Street
New York
$1.78M -$1.67M -49,201 -48%
ECM
418
ETrade Capital Management
Virginia
$1.77M +$299K +8,812 +20%
BPM
419
Bowling Portfolio Management
Ohio
$1.77M +$1.77M +52,016 New
ZCM
420
Ziegler Capital Management
Illinois
$1.74M +$1.74M +51,200 New
FAAS
421
First Allied Advisory Services
California
$1.73M +$49.2K +1,448 +3%
MML Investors Services
422
MML Investors Services
Massachusetts
$1.73M +$42.4K +1,246 +3%
PMAM
423
Picton Mahoney Asset Management
Ontario, Canada
$1.71M +$1.71M +50,300 New
GFPC
424
Global Financial Private Capital
Florida
$1.71M -$135K -3,960 -7%
WC
425
Wexford Capital
Florida
$1.71M +$1.71M +50,178 New
15 16
17
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