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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 %
YIA
476
YHB Investment Advisors
Connecticut
$1.17M – – –
NB
477
Norinchukin Bank
Japan
$1.17M -$1.36M -40,093 -54%
SWM
478
Sculati Wealth Management
Michigan
$1.17M +$74.3K +2,186 +7%
RFC
479
Regions Financial Corp
Alabama
$1.16M -$129K -3,787 -10%
CI
480
Cigna Investments
Connecticut
$1.16M +$69.7K +2,050 +6%
AssetMark Inc
481
AssetMark Inc
California
$1.15M +$580K +17,059 +102%
ECG
482
Edge Capital Group
Georgia
$1.15M +$972K +28,580 +557%
LD
483
Lipe & Dalton
New York
$1.14M -$35.7K -1,049 -3%
PAG
484
Private Advisor Group
New Jersey
$1.13M +$123K +3,607 +12%
GT
485
Greenleaf Trust
Michigan
$1.13M +$645K +18,975 +134%
KWA
486
KCS Wealth Advisory
California
$1.12M -$177K -5,193 -14%
HNB
487
Huntington National Bank
Ohio
$1.12M -$28K -824 -2%
HA
488
H2O AM
United Kingdom
$1.11M -$973K -28,630 -47%
Capstone Investment Advisors
489
Capstone Investment Advisors
New York
$1.11M -$456K -13,423 -29%
NA
490
NewEdge Advisors
Louisiana
$1.11M +$709K +20,842 +175%
Acadian Asset Management
491
Acadian Asset Management
Massachusetts
$1.11M -$854K -25,114 -44%
FDCDDQ
492
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.11M -$359K -10,550 -24%
NO
493
Ninety One
South Africa
$1.1M +$29.2K +838 +3%
ACM
494
Advisors Capital Management
New Jersey
$1.09M -$871K -25,612 -45%
CAG
495
Crestwood Advisors Group
Massachusetts
$1.08M -$19.6K -578 -2%
CK
496
Cohen Klingenstein
New York
$1.08M – – –
RA
497
Ramius Advisors
New York
$1.08M +$1.08M +31,756 New
AP
498
Advisor Partners
California
$1.07M -$247K -7,267 -19%
GDP
499
Great Diamond Partners
Maine
$1.07M -$14.9K -438 -1%
BF
500
BOK Financial
Oklahoma
$1.07M +$146K +4,287 +16%
18 19
20
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