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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 %
VAS
651
Vestmark Advisory Solutions
Massachusetts
$559K +$24.6K +481 +5%
MC
652
Muhlenkamp & Co
Pennsylvania
$552K – – –
APWM
653
Atlas Private Wealth Management
New York
$549K +$549K +10,734 New
BP
654
Ballentine Partners
Massachusetts
$544K -$358 -7 -0.1%
TF
655
TLWM Financial
Texas
$538K -$5.92K -116 -1%
ARMT
656
Amica Retiree Medical Trust
Rhode Island
$533K -$239K -4,686 -31%
NERM
657
New England Research & Management
Illinois
$533K -$48.6K -950 -8%
BAC
658
Boys Arnold & Co
North Carolina
$531K -$7.67K -150 -1%
EWM
659
Empirical Wealth Management
Washington
$530K +$530K +10,374 New
SG Americas Securities
660
SG Americas Securities
New York
$527K -$13.1M -255,786 -96%
SC
661
Savant Capital
Illinois
$527K +$28.6K +560 +6%
CGL
662
Clarius Group LLC
Washington
$526K +$42.9K +810 +9%
SAM
663
Symphony Asset Management
California
$522K -$14.9K -292 -3%
SIP
664
Stoneridge Investment Partners
Pennsylvania
$521K -$472K -9,235 -48%
JG
665
Jefferies Group
New York
$519K -$11.9M -232,482 -96%
BHB
666
Bank Hapoalim BM
Israel
$515K -$295K -5,767 -36%
RZH
667
Relyea Zuckerberg Hanson
Connecticut
$513K +$513K +10,036 New
SI
668
Stephens Inc
Arkansas
$508K -$41.5K -811 -8%
SPC
669
Sigma Planning Corp
Michigan
$506K -$7.46K -146 -1%
SW
670
SlateStone Wealth
Florida
$504K -$249K -4,868 -33%
EB
671
Eastern Bank
Massachusetts
$494K -$82.7K -1,619 -14%
IC
672
InterOcean Capital
Illinois
$493K +$493K +9,634 New
SPIA
673
Steward Partners Investment Advisory
New York
$492K +$7.41K +145 +2%
NSIM
674
North Star Investment Management
Illinois
$490K – – –
HKAM
675
Horizon Kinetics Asset Management
New York
$487K +$142K +2,778 +41%
25 26
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