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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 %
DADC
601
D.A. Davidson & Co
Montana
$720K +$202K +3,952 +39%
IRC
602
Investors Research Corp
Georgia
$717K – – –
SWM
603
SeaCrest Wealth Management
New York
$711K +$15.6K +306 +2%
MYIA
604
Mount Yale Investment Advisors
Colorado
$711K +$32.8K +627 +5%
PGIM
605
Pacific Global Investment Management
California
$710K -$5.22K -102 -0.7%
FMWA
606
Forvis Mazars Wealth Advisors
Missouri
$706K +$27.3K +533 +4%
MMPW
607
Mitchell McLeod Pugh & Williams
Alabama
$705K – – –
LCM
608
Landscape Capital Management
New Jersey
$704K -$1.06M -20,805 -60%
CC
609
ClearArc Capital
Ohio
$698K -$271K -5,291 -28%
ISL
610
Ingalls & Snyder LLC
New York
$691K +$211K +4,137 +44%
SFM
611
Systematic Financial Management
New Jersey
$690K -$48.7K -953 -7%
KA
612
Kintegral Advisory
New York
$688K – – –
BWM
613
Buckley Wealth Management
Nevada
$687K – – –
DAM
614
Delta Asset Management
Tennessee
$675K -$91.9K -1,800 -12%
1SB
615
1ST Source Bank
Indiana
$672K +$2.71K +53 +0.4%
CIA
616
CSat Investment Advisory
Michigan
$663K +$107K +2,095 +19%
PRWA
617
Platte River Wealth Advisors
Colorado
$662K +$662K +12,665 New
WC
618
Weil Company
California
$661K +$10.3K +201 +2%
FIB
619
First Interstate Bank
Montana
$655K -$14.3K -280 -2%
ED
620
Exane Derivatives
France
$647K -$136K -2,568 -17%
BDS
621
Banco de Sabadell
Florida
$643K – – –
BBHC
622
Brown Brothers Harriman & Co
New York
$643K +$411K +8,037 +177%
CAG
623
Csenge Advisory Group
Florida
$641K -$27.8K -544 -4%
SSG
624
Summit Securities Group
New York
$639K +$639K +12,500 New
TSWM
625
Triangle Securities Wealth Management
North Carolina
$638K +$9.2K +180 +1%
23 24
25
26 27