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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 %
MCM
551
Mork Capital Management
California
$976K – – –
GAM
552
Gotham Asset Management
New York
$974K +$477K +9,335 +96%
SW
553
SteelPeak Wealth
California
$968K +$968K +18,935 New
CIM
554
CenturyLink Investment Management
Colorado
$954K -$149K -2,912 -13%
RBA
555
Richard Bernstein Advisors
New York
$939K -$2.26M -44,137 -71%
CI
556
Conning Inc
Connecticut
$939K -$76.1K -1,489 -8%
DT
557
Diversified Trust
Tennessee
$931K +$931K +18,207 New
CCM
558
Cullen Capital Management
New York
$921K -$321K -6,275 -26%
SACTSONJ
559
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$920K – – –
GIA
560
Gargoyle Investment Advisor
New Jersey
$918K -$666K -13,038 -42%
OAM
561
Oak Asset Management
California
$916K +$14.1K +275 +2%
WC
562
Whitnell & Co
Illinois
$915K – – –
CAN
563
Cetera Advisor Networks
California
$915K +$227K +4,453 +33%
AW
564
ACG Wealth
Georgia
$905K -$64.9K -1,270 -7%
RE
565
RBC Europe
United Kingdom
$898K – – –
CANC
566
Culbertson A N & Co
Virginia
$894K +$199K +3,895 +29%
P
567
Pitcairn
Pennsylvania
$890K +$44.2K +866 +5%
WSFS
568
Wilmington Savings Fund Society
Delaware
$880K -$8.43K -165 -0.9%
IRF
569
IBM Retirement Fund
New York
$876K -$68.1K -1,332 -7%
FMBTD
570
First Midwest Bank Trust Division
Illinois
$875K -$39.6K -774 -4%
MA
571
Montag & Associates
Georgia
$868K -$25.6K -500 -3%
CG
572
Cutler Group
California
$861K +$741K +14,490 +615%
AssetMark Inc
573
AssetMark Inc
California
$855K +$242K +4,725 +39%
SM
574
Salzhauer Michael
$847K -$10.6K -208 -1%
CTC
575
Central Trust Company
Missouri
$846K -$2.91K -57 -0.3%
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