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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 %
Capstone Investment Advisors
426
Capstone Investment Advisors
New York
$2.36M +$687K +13,440 +41%
CCM
427
Compton Capital Management
Rhode Island
$2.24M -$15.3K -300 -0.7%
ECM
428
ETrade Capital Management
Virginia
$2.22M +$128K +2,501 +6%
FDCDDQ
429
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.2M -$152K -2,969 -6%
JIC
430
Joel Isaacson & Co
New York
$2.18M +$1.28K +25 +0.1%
OAM
431
Oxford Asset Management
United Kingdom
$2.16M +$2.16M +42,270 New
HVIA
432
Hudson Valley Investment Advisors
New York
$2.16M +$324K +6,334 +18%
Kovitz Investment Group Partners
433
Kovitz Investment Group Partners
Illinois
$2.15M -$152K -2,966 -7%
Rockefeller Capital Management
434
Rockefeller Capital Management
New York
$2.14M +$1.02M +19,880 +90%
HT
435
Heritage Trust
Oklahoma
$2.12M +$15.3K +300 +0.7%
AP
436
Advisor Partners
California
$2.05M +$146K +2,763 +8%
KJHP
437
K.J. Harrison & Partners
Ontario, Canada
$2.02M -$435K -8,500 -18%
MYAM
438
Meiji Yasuda Asset Management
Japan
$2.01M -$539K -10,540 -21%
Group One Trading
439
Group One Trading
Illinois
$2M -$1.56M -30,469 -44%
PSUF
440
People's United Financial
Connecticut
$1.99M -$226K -4,411 -10%
AIP
441
Ameritas Investment Partners
Nebraska
$1.97M -$93.7K -1,833 -5%
GT
442
Glenmede Trust
Pennsylvania
$1.96M +$569K +11,148 +41%
KWA
443
KCS Wealth Advisory
California
$1.95M +$48.2K +943 +3%
RFC
444
Regions Financial Corp
Alabama
$1.94M -$14.4K -282 -0.7%
NAM
445
NorthCoast Asset Management
Connecticut
$1.93M -$7.68K -150 -0.4%
CK
446
Cohen Klingenstein
New York
$1.93M – – –
AAM
447
Advisors Asset Management
Colorado
$1.92M -$597K -11,678 -24%
AP
448
Appleton Partners
Massachusetts
$1.9M +$7.87K +154 +0.4%
AAS
449
Annex Advisory Services
Wisconsin
$1.89M -$37.1K -726 -2%
SCM
450
Shelton Capital Management
Colorado
$1.86M -$1.1M -21,503 -37%
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