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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 %
CII
576
Capital International Inc
California
$838K – – –
HAG
577
HighPoint Advisor Group
Illinois
$838K +$6.08K +109 +0.7%
CIM
578
CIM Investment Management
Pennsylvania
$832K – – –
WPC
579
White Pine Capital
Minnesota
$823K -$63.9K -1,250 -7%
SFG
580
SevenBridge Financial Group
Pennsylvania
$822K -$35.8K -700 -4%
DI
581
Diligent Investors
California
$818K -$51.1K -1,000 -6%
PI
582
Parkside Investments
Illinois
$817K -$3.88K -76 -0.5%
CMTU
583
Capital Markets Trading (UK)
United Kingdom
$814K +$814K +15,920 New
I2I
584
Insight 2811 Inc
Illinois
$800K -$20.2K -395 -2%
SS
585
Simplicity Solutions
Minnesota
$793K +$293K +5,734 +59%
WT
586
Washington Trust
Rhode Island
$790K +$51.1K +1,000 +7%
IFWM
587
Institute for Wealth Management
Colorado
$788K -$6.95K -136 -0.9%
SMFG
588
Sumitomo Mitsui Financial Group
Japan
$766K +$723K +14,162 +1,690%
RIM
589
Rampart Investment Management
Connecticut
$764K +$16K +312 +2%
PA
590
Parallel Advisors
California
$762K -$85.6K -1,674 -10%
WAM
591
Wealthspire Advisors (Maryland)
Maryland
$760K +$130K +2,551 +21%
CAM
592
Cresset Asset Management
Illinois
$755K +$408K +7,986 +118%
ACM
593
AlphaCrest Capital Management
New York
$753K -$6.04M -118,012 -89%
RJT
594
Raymond James Trust
Florida
$753K +$1.69K +33 +0.2%
FNT
595
First National Trust
Pennsylvania
$750K -$58.7K -1,148 -7%
MGIA
596
Moneta Group Investment Advisors
Missouri
$742K -$10.4K -203 -1%
PWP
597
Principle Wealth Partners
Connecticut
$729K +$29.7K +580 +4%
DPIM
598
Duff & Phelps Investment Management
Illinois
$728K – – –
SAM
599
Silvercrest Asset Management
New York
$724K +$370K +7,235 +104%
GT
600
Greenleaf Trust
Michigan
$723K -$63.4K -1,239 -8%
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