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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 %
NG
501
NatWest Group
United Kingdom
$1.33M – – –
NO
502
Ninety One
South Africa
$1.31M – – –
HT
503
HAP Trading
New York
$1.28M +$1.28M +25,127 New
PA
504
Profund Advisors
Maryland
$1.28M -$82.1K -1,605 -6%
BAM
505
Blueshift Asset Management
New Jersey
$1.28M -$1.08M -21,077 -46%
TCM
506
Teza Capital Management
Illinois
$1.28M +$850K +16,632 +198%
OSAM
507
O'Shaughnessy Asset Management
Connecticut
$1.27M +$735K +14,387 +137%
CC
508
Cognios Capital
Kansas
$1.26M +$1.26M +24,742 New
WIS
509
Wright Investors Service
Connecticut
$1.26M +$902K +17,644 +250%
ECM
510
Everence Capital Management
Indiana
$1.25M -$249K -4,880 -17%
MC
511
Miles Capital
Iowa
$1.25M -$116K -2,261 -8%
SC
512
SouthState Corp
Florida
$1.24M -$12.5K -244 -1%
LNWWM
513
Laird Norton Wetherby Wealth Management
California
$1.22M -$44.6K -872 -4%
ANRIA
514
American National Registered Investment Advisor
Texas
$1.21M – – –
CI
515
Capital International
California
$1.2M +$287K +5,620 +32%
UCMOK
516
United Capital Management of KS
Kansas
$1.18M +$11.7K +228 +1%
PIA
517
Piedmont Investment Advisors
North Carolina
$1.18M +$183K +3,583 +18%
DAM
518
Deltec Asset Management
New York
$1.18M – – –
SRAM
519
Spouting Rock Asset Management
Pennsylvania
$1.17M +$1.17M +22,913 New
WG
520
Winton Group
United Kingdom
$1.17M -$15.7M -306,372 -93%
WI
521
WBI Investments
New Jersey
$1.17M +$1.17M +22,826 New
VI
522
Versor Investments
New York
$1.16M +$833K +16,300 +255%
ACP
523
Arcus Capital Partners
Georgia
$1.16M – – –
PAM
524
Paradigm Asset Management
New York
$1.16M -$58.8K -1,150 -5%
BC
525
Burney Company
Virginia
$1.14M +$65.3K +1,277 +6%
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