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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 %
AFG
451
Albion Financial Group
Utah
$1.4M +$160K +4,700 +13%
MYLI
452
Meiji Yasuda Life Insurance
Japan
$1.38M -$189K -5,556 -12%
KIA
453
KCM Investment Advisors
California
$1.38M -$279K -8,198 -17%
PCIA
454
Prime Capital Investment Advisors
Kansas
$1.37M +$1.35M +39,729 +6,160%
AC
455
Allstate Corporation
Illinois
$1.37M -$1.83M -53,806 -57%
BBI
456
Baxter Bros Inc
Connecticut
$1.35M -$292K -8,600 -18%
CI
457
CX Institutional
Indiana
$1.35M -$235K -6,896 -15%
BC
458
Brinker Capital
Pennsylvania
$1.33M +$575K +16,921 +76%
Janney Montgomery Scott
459
Janney Montgomery Scott
Pennsylvania
$1.33M +$114K +3,355 +9%
LIA
460
LS Investment Advisors
Michigan
$1.32M -$342K -10,058 -21%
MSAM
461
Moloney Securities Asset Management
Missouri
$1.32M +$1.32M +38,742 New
WIS
462
Wright Investors Service
Connecticut
$1.28M +$443K +13,041 +53%
KRSITF
463
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.27M +$277K +8,152 +28%
AIP
464
Ameritas Investment Partners
Nebraska
$1.27M -$45.4K -1,335 -3%
RAM
465
Roanoke Asset Management
New Jersey
$1.26M +$229K +6,730 +22%
Rockefeller Capital Management
466
Rockefeller Capital Management
New York
$1.25M -$176K -5,177 -12%
HVIA
467
Hudson Valley Investment Advisors
New York
$1.24M -$195K -5,739 -14%
Nomura Holdings
468
Nomura Holdings
Japan
$1.24M -$20.7M -563,684 -94%
TSS
469
Two Sigma Securities
New York
$1.24M +$1.24M +36,385 New
FA
470
FDx Advisors
Illinois
$1.24M +$141K +4,154 +13%
FTIOP
471
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.23M +$21.6K +635 +2%
AP
472
Appleton Partners
Massachusetts
$1.23M -$35.4K -1,040 -3%
FB
473
Fulton Bank
Pennsylvania
$1.21M +$71.5K +2,104 +6%
BWL
474
Bogart Wealth LLC
Virginia
$1.18M +$1.18M +34,679 New
SF
475
Synovus Financial
Georgia
$1.18M +$170K +4,978 +17%
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