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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 %
BC
526
Brinker Capital
Pennsylvania
$1.14M -$27.5K -538 -2%
XWM
527
Xcel Wealth Management
Florida
$1.13M – – –
DLG
528
Daniel L. Goodwin
$1.13M – – –
CAM
529
Cacti Asset Management
Georgia
$1.12M – – –
TYCC
530
Texas Yale Capital Corp
Florida
$1.12M – – –
PHK
531
Point72 Hong Kong
Hong Kong
$1.12M +$597K +11,673 +115%
BCM
532
BlueCrest Capital Management
Jersey
$1.11M +$827K +16,179 +294%
IC
533
Inscription Capital
Texas
$1.09M +$232K +4,542 +27%
VI
534
Vestcor Inc
New Brunswick, Canada
$1.09M +$1.09M +21,331 New
Northwestern Mutual Wealth Management
535
Northwestern Mutual Wealth Management
Wisconsin
$1.08M -$306K -5,982 -22%
OI
536
Oakbrook Investments
Illinois
$1.07M -$985K -19,250 -48%
TC
537
TownSquare Capital
Utah
$1.07M -$191K -3,734 -15%
RIL
538
Rothschild Investment LLC
Illinois
$1.07M -$23K -450 -2%
CAM
539
Carret Asset Management
New York
$1.07M +$35K +685 +3%
TH
540
TCTC Holdings
Texas
$1.06M – – –
ZCA
541
Zeke Capital Advisors
Pennsylvania
$1.02M -$57.9K -1,134 -5%
RCG
542
Rock Creek Group
District of Columbia
$1.02M – – –
UIA
543
UBP Investment Advisors
Switzerland
$1.02M – – –
ECM
544
ExodusPoint Capital Management
New York
$1.01M -$1.93M -37,796 -66%
GAG
545
GM Advisory Group
New York
$1.01M +$1.01M +19,739 New
CA
546
Cullinan Associates
Kentucky
$1.01M -$1.05M -20,600 -51%
AFM
547
Abbot Financial Management
Massachusetts
$1.01M +$10.2K +200 +1%
GJCM
548
Grand Jean Capital Management
California
$1M – – –
MME
549
Meag Munich Ergo
Germany
$993K -$3.33M -65,394 -77%
Koshinski Asset Management
550
Koshinski Asset Management
Illinois
$987K +$987K +19,360 New
20 21
22
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