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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 %
AFG
451
Albion Financial Group
Utah
$1.86M +$32.5K +635 +2%
Janney Montgomery Scott
452
Janney Montgomery Scott
Pennsylvania
$1.83M +$173K +3,390 +10%
FTIOP
453
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.81M -$16.1K -315 -0.9%
Assenagon Asset Management
454
Assenagon Asset Management
Luxembourg
$1.8M +$891K +17,435 +98%
VC
455
Voss Capital
Texas
$1.79M +$1.79M +35,000 New
LD
456
Lipe & Dalton
New York
$1.77M -$25.5K -498 -1%
YIA
457
YHB Investment Advisors
Connecticut
$1.76M -$10.3K -201 -0.6%
HNB
458
Huntington National Bank
Ohio
$1.72M +$208K +4,070 +14%
FB
459
Fulton Bank
Pennsylvania
$1.71M -$32K -625 -2%
BCM
460
BlueMar Capital Management
Florida
$1.68M -$6.62M -129,531 -80%
CI
461
Cigna Investments
Connecticut
$1.68M -$226K -4,316 -12%
HW
462
Hancock Whitney
Mississippi
$1.67M -$42.5K -832 -2%
CAG
463
Crestwood Advisors Group
Massachusetts
$1.66M -$15.3K -300 -0.9%
FA
464
FDx Advisors
Illinois
$1.65M -$100K -1,964 -6%
SWM
465
Sculati Wealth Management
Michigan
$1.64M +$1.64M +32,131 New
GDP
466
Great Diamond Partners
Maine
$1.63M +$1.63M +31,845 New
QI
467
QS Investors
New York
$1.6M +$70.7K +1,358 +5%
3C
468
361 Capital
Colorado
$1.57M +$1.57M +30,776 New
FP
469
Factorial Partners
New York
$1.56M +$1.31M +26,400 +528%
LAM
470
Lingohr Asset Management
Germany
$1.55M +$474K +9,300 +44%
RAM
471
Roanoke Asset Management
New Jersey
$1.54M -$551K -10,785 -26%
AUB
472
Atlantic Union Bankshares
Virginia
$1.54M -$8.54K -167 -0.6%
GFA
473
Gifford Fong Associates
California
$1.53M – – –
CF
474
CNA Financial
Illinois
$1.53M -$1.01M -19,813 -40%
AI
475
Atria Investments
North Carolina
$1.53M +$485K +9,480 +46%
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