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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 %
MC
626
Machina Capital
France
$631K +$631K +12,347 New
SWP
627
Stratos Wealth Partners
Ohio
$629K -$275K -5,386 -30%
BB
628
Busey Bank
Illinois
$628K -$13.1K -257 -2%
CIP
629
Cornerstone Investment Partners
Georgia
$626K – – –
FWIA
630
Fort Washington Investment Advisors
Ohio
$624K -$5.13M -100,274 -89%
IC
631
IEQ Capital
California
$621K +$621K +12,614 New
FNFDCM
632
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$618K – – –
RSS
633
Rosenblum Silverman Sutton
California
$617K -$24.3K -476 -4%
PAWC
634
P.A.W. Capital
Connecticut
$613K -$153K -3,000 -20%
IIC
635
Integrated Investment Consultants
Michigan
$612K +$329K +6,431 +116%
DAS
636
Dynamic Advisor Solutions
Arizona
$611K +$85.6K +1,675 +16%
HI
637
Horizon Investments
North Carolina
$611K +$232K +4,538 +61%
SAM
638
Strategy Asset Managers
California
$609K +$609K +11,917 New
NA
639
NewEdge Advisors
Louisiana
$607K -$9.45K -185 -2%
TFCP
640
Twin Focus Capital Partners
Massachusetts
$603K +$163K +3,198 +37%
SFS
641
Sowell Financial Services
Arkansas
$601K +$227K +4,436 +61%
TCOT
642
Trust Company of Toledo
Ohio
$599K – – –
SW
643
SVB Wealth
Massachusetts
$598K +$159K +3,108 +36%
GC
644
GFG Capital
Florida
$590K +$590K +11,535 New
MWM
645
Meridian Wealth Management
Kentucky
$580K – – –
DIA
646
Davidson Investment Advisors
Montana
$579K -$11.7K -230 -2%
BDF
647
Balasa Dinverno & Foltz
$573K +$23.7K +463 +4%
EI
648
Ethic Inc
New York
$572K +$572K +11,189 New
CCA
649
Checchi Capital Advisers
California
$569K +$29.3K +574 +5%
HIM
650
Hillsdale Investment Management
Ontario, Canada
$561K +$561K +10,985 New
24 25
26
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