MS icon

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 %
SS
576
Simplicity Solutions
Minnesota
$646K +$119K +3,485 +22%
CFG
577
Citizens Financial Group
Rhode Island
$637K +$524K +15,426 +464%
CIM
578
CenturyLink Investment Management
Colorado
$635K – – –
RJT
579
Raymond James Trust
Florida
$630K +$129K +3,799 +26%
RBA
580
Richard Bernstein Advisors
New York
$624K – – –
RIL
581
Rothschild Investment LLC
Illinois
$623K -$88.6K -2,604 -12%
CCM
582
Cullen Capital Management
New York
$613K – – –
SW
583
SteelPeak Wealth
California
$612K -$32.3K -948 -5%
SACTSONJ
584
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$612K – – –
PI
585
Parkside Investments
Illinois
$612K +$68K +2,000 +13%
OAM
586
Oak Asset Management
California
$610K +$918 +27 +0.2%
UCFA
587
United Capital Financial Advisors
Texas
$609K -$295K -8,683 -33%
ABC
588
Associated Banc-Corp
Wisconsin
$609K +$609K +17,900 New
CI
589
Conning Inc
Connecticut
$600K -$24.8K -729 -4%
CAN
590
Cetera Advisor Networks
California
$598K -$11.5K -339 -2%
RE
591
RBC Europe
United Kingdom
$597K – – –
NISOA
592
National Investment Services of America
Wisconsin
$596K +$596K +17,539 New
BPM
593
Bronson Point Management
Connecticut
$595K +$595K +17,500 New
KFP
594
KMG Fiduciary Partners
Ohio
$588K +$588K +17,287 New
HI
595
Horizon Investments
North Carolina
$579K +$176K +5,227 +44%
EAM
596
Erste Asset Management
Austria
$578K +$578K +16,600 New
FMBTD
597
First Midwest Bank Trust Division
Illinois
$574K -$7.75K -228 -1%
CIM
598
CIM Investment Management
Pennsylvania
$574K +$20.5K +602 +4%
ACM
599
AlphaCrest Capital Management
New York
$556K +$55.3K +1,626 +11%
WSFS
600
Wilmington Savings Fund Society
Delaware
$555K -$30K -883 -5%
22 23
24
25 26