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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
+$1.08B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$194M
3
Truist Financial
Truist Financial
North Carolina
+$128M
4
WRF
Waddell & Reed Financial
Kansas
+$98.6M
5
Fidelity International
Fidelity International
Bermuda
+$78.8M

Top Sellers

1
VH
ValueAct Holdings
California
-$371M
2
Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group
Japan
-$296M
3
Norges Bank
Norges Bank
Norway
-$212M
4
VRM
Vectors Research Management
New York
-$182M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$179M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
476
Private Advisor Group
New Jersey
$1.52M -$689K -13,469 -31%
SF
477
Synovus Financial
Georgia
$1.51M +$556K +10,907 +59%
KRSITF
478
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.49M -$25.4K -497 -2%
ISB
479
Iowa State Bank
Iowa
$1.47M +$454K +8,884 +45%
CWM
480
Calamos Wealth Management
Illinois
$1.47M -$132K -2,586 -8%
LTI
481
Laffer Tengler Investments
Tennessee
$1.45M +$1.45M +28,311 +33,704%
IAA
482
Independent Advisor Alliance
North Carolina
$1.45M -$77.7K -1,521 -5%
HFG
483
Heron Financial Group
New York
$1.45M +$1.45M +25,897 New
Cerity Partners
484
Cerity Partners
New York
$1.44M +$23.7K +463 +2%
Baird Financial Group
485
Baird Financial Group
Wisconsin
$1.43M -$192K -3,753 -12%
PAM
486
Palisade Asset Management
Minnesota
$1.42M – – –
CIBC Private Wealth Group
487
CIBC Private Wealth Group
Georgia
$1.42M +$328K +6,405 +30%
PFO
488
Pathstone Family Office
New Jersey
$1.42M -$118K -230 -8%
CC
489
Centiva Capital
New York
$1.4M +$744K +14,543 +113%
Two Sigma Investments
490
Two Sigma Investments
New York
$1.4M +$1.4M +27,371 New
BI
491
Bramshill Investments
Florida
$1.39M – – –
BF
492
BOK Financial
Oklahoma
$1.38M +$143K +2,790 +12%
TEE
493
Tibra Equities Europe
United Kingdom
$1.38M -$859K -16,800 -38%
CICI
494
Capital Investment Counsel Inc
North Carolina
$1.37M -$42.1K -823 -3%
CC
495
Courier Capital
New York
$1.37M -$52K -1,000 -4%
SSA
496
Schonfeld Strategic Advisors
New York
$1.37M -$6.06M -118,484 -82%
UCFA
497
United Capital Financial Advisors
Texas
$1.36M +$755K +14,776 +125%
AWM
498
AE Wealth Management
Kansas
$1.34M +$504K +9,856 +60%
HWA
499
HCR Wealth Advisors
California
$1.34M -$9.52K -187 -0.7%
TF
500
TIAA FSB
Florida
$1.33M +$308K +6,021 +30%
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