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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 %
BCM
501
Bayesian Capital Management
New York
$1.04M +$905K +26,604 +665%
ISB
502
Iowa State Bank
Iowa
$1.04M +$63.4K +1,865 +6%
HFG
503
Heron Financial Group
New York
$1.03M +$399 +10 +0%
AUB
504
Atlantic Union Bankshares
Virginia
$1.03M +$9.11K +268 +0.9%
QI
505
QS Investors
New York
$1.03M -$17.2K -505 -2%
HW
506
Hancock Whitney
Mississippi
$1.02M -$86.7K -2,549 -8%
AF
507
Ally Financial
Michigan
$1.02M -$1.7M -50,000 -63%
AAM
508
Advisors Asset Management
Colorado
$1.02M -$258K -7,580 -20%
GFA
509
Gifford Fong Associates
California
$1.02M – – –
CF
510
CNA Financial
Illinois
$1.02M – – –
PCM
511
Penserra Capital Management
California
$1.01M +$1.01M +25,219 New
P
512
Pitcairn
Pennsylvania
$1.01M +$416K +12,228 +70%
LTI
513
Laffer Tengler Investments
Tennessee
$994K +$28.1K +826 +3%
SM
514
Sciencast Management
New Jersey
$974K +$974K +29,160 New
AA
515
ALPS Advisors
Colorado
$971K +$971K +28,556 New
MYAM
516
Meiji Yasuda Asset Management
Japan
$957K -$382K -11,230 -29%
SCM
517
Shelton Capital Management
Colorado
$953K -$286K -8,400 -23%
PAM
518
Palisade Asset Management
Minnesota
$946K – – –
CIBC Private Wealth Group
519
CIBC Private Wealth Group
Georgia
$943K -$1.06K -31 -0.1%
CC
520
Courier Capital
New York
$939K -$35K -946 -4%
HC
521
HNP Capital
New York
$939K +$939K +25,416 New
IRF
522
IBM Retirement Fund
New York
$936K +$354K +10,401 +61%
Baird Financial Group
523
Baird Financial Group
Wisconsin
$919K -$31.8K -936 -3%
CII
524
Capital International Inc
California
$917K +$360K +10,588 +65%
Cerity Partners
525
Cerity Partners
New York
$890K -$70.6K -2,075 -7%
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