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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.

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
1
T. Rowe Price Associates
Maryland
$3.17B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$961M
3
Truist Financial
3
Truist Financial
North Carolina
$145M
4
WRF
4
Waddell & Reed Financial
Kansas
$98.6M
5
Fidelity International
5
Fidelity International
Bermuda
$346M

Top Sellers

1
VH
1
ValueAct Holdings
California
$767M
2
Mitsubishi UFJ Financial Group
2
Mitsubishi UFJ Financial Group
Japan
$19.6B
3
Norges Bank
3
Norges Bank
Norway
$676M
4
VRM
4
Vectors Research Management
New York
$28K
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$218M
Name Market Value Shares Shares
Change 		Shares
Change %
LSV Asset Management
26
LSV Asset Management
Illinois
$340M 6,656,239 +571,854 +9%
Janus Henderson Group
27
Janus Henderson Group
United Kingdom
$323M 6,319,366 -1,363,341 -18%
Capital World Investors
28
Capital World Investors
California
$322M 6,290,438 +15,404 +0.2%
Charles Schwab
29
Charles Schwab
California
$313M 6,127,906 -6,719 -0.1%
AAMU
30
Amundi Asset Management US
Massachusetts
$313M 6,124,861 +647,228 +12%
Prudential Financial
31
Prudential Financial
New Jersey
$288M 5,643,437 +1,984 +0%
Franklin Resources
32
Franklin Resources
California
$287M 5,618,886 -3,143,077 -36%
Diamond Hill Capital Management
33
Diamond Hill Capital Management
Ohio
$272M 5,326,838 -498,227 -9%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$264M 5,159,683 +200,745 +4%
PPA
35
Parametric Portfolio Associates
Washington
$227M 4,434,367 +222,155 +5%
UBS Group
36
UBS Group
Switzerland
$223M 4,362,404 -446,690 -9%
Man Group
37
Man Group
United Kingdom
$223M 4,358,820 -6,624 -0.2%
Arrowstreet Capital
38
Arrowstreet Capital
Massachusetts
$218M 4,255,486 -3,502,672 -45%
AllianceBernstein
39
AllianceBernstein
Tennessee
$214M 4,181,696 +729,706 +21%
UBS AM
40
UBS AM
Illinois
$203M 3,973,715 +12,935 +0.3%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$201M 3,923,945 -1,569,618 -29%
EVM
42
Eaton Vance Management
Massachusetts
$191M 3,741,724 +908,289 +32%
TD Asset Management
43
TD Asset Management
Ontario, Canada
$191M 3,729,695 -257,036 -6%
Allianz Asset Management
44
Allianz Asset Management
Germany
$184M 3,599,282 -350,183 -9%
PP
45
Prudential plc
United Kingdom
$181M 3,544,670 -157,292 -4%
SSM
46
Sound Shore Management
Connecticut
$178M 3,474,627 -723,670 -17%
Hotchkis & Wiley Capital Management
47
Hotchkis & Wiley Capital Management
California
$172M 3,364,095 +368,973 +12%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$172M 3,356,603 -35,523 -1%
Wells Fargo
49
Wells Fargo
California
$169M 3,308,514 +219,042 +7%
Barclays
50
Barclays
United Kingdom
$165M 3,233,619 -271,665 -8%
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