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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 %
MPM
426
Meritage Portfolio Management
Kansas
$1.7M -$1.75M -51,445 -51%
LSERS
427
Louisiana State Employees Retirement System
Louisiana
$1.68M -$303K -8,900 -15%
LFAS
428
Level Four Advisory Services
Texas
$1.68M +$99.7K +2,934 +6%
1IA
429
1834 Investment Advisors
Wisconsin
$1.66M +$1.61M +47,405 +3,152%
AWM
430
AE Wealth Management
Kansas
$1.61M +$721K +21,189 +81%
NEI
431
Northwest & Ethical Investments
Ontario, Canada
$1.6M – – –
BCV
432
Banque Cantonale Vaudoise
Switzerland
$1.57M -$413K -12,141 -21%
FC
433
FORA Capital
Florida
$1.56M +$1.56M +45,977 New
BPGAM
434
BTG Pactual Global Asset Management
Bermuda
$1.56M +$1.56M +45,895 New
GAM
435
Gotham Asset Management
New York
$1.54M +$895K +26,325 +138%
Macquarie Group
436
Macquarie Group
Australia
$1.54M -$2.34M -68,846 -60%
AWM
437
Avitas Wealth Management
California
$1.53M -$1.23M -36,242 -45%
BFPW
438
BOK Financial Private Wealth
Colorado
$1.52M +$1.52M +44,618 New
V
439
Veritable
Delaware
$1.51M -$126K -3,700 -8%
JIC
440
Joel Isaacson & Co
New York
$1.49M +$41.6K +1,223 +3%
EOJOAM
441
E. Ohman J:or Asset Management
Sweden
$1.49M -$575K -16,900 -28%
HT
442
Heritage Trust
Oklahoma
$1.47M +$59.3K +1,744 +4%
AAS
443
Annex Advisory Services
Wisconsin
$1.46M +$205K +6,032 +16%
MC
444
MRJ Capital
New York
$1.46M -$380K -11,170 -21%
KPF
445
K2 Principal Fund
Ontario, Canada
$1.46M +$1.46M +42,918 New
PC
446
PointState Capital
New York
$1.44M +$1.44M +42,400 New
OTPPB
447
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.43M -$467K -13,748 -25%
IAS
448
IMA Advisory Services
Colorado
$1.43M +$1.43M +42,112 New
Rafferty Asset Management
449
Rafferty Asset Management
New York
$1.43M -$5.07M -149,203 -78%
SLI
450
Sumitomo Life Insurance
Japan
$1.42M -$972K -28,585 -41%
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