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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 %
CS
676
Comerica Securities
Michigan
$486K -$7.2K -141 -1%
QP
677
Quilter Plc
United Kingdom
$477K +$477K +9,320 New
TCOV
678
Trust Company of Vermont
Vermont
$476K -$2.15K -42 -0.4%
WIA
679
Wealthstreet Investment Advisors
Texas
$474K – – –
AC
680
Abbrea Capital
California
$474K +$5.88K +115 +1%
IB
681
Intrust Bank
Kansas
$473K +$13.8K +271 +3%
WT
682
Whittier Trust
California
$471K -$32.7K -640 -6%
DWT
683
Dorsey & Whitney Trust
South Dakota
$471K +$29.7K +580 +7%
PA
684
Procyon Advisors
Connecticut
$471K +$471K +9,210 New
SDAM
685
Shulman DeMeo Asset Management
New York
$470K +$1.64K +32 +0.3%
CCA
686
Catalyst Capital Advisors
New York
$465K +$465K +9,100 New
HS
687
Haafor (Singapore)
Singapore
$463K +$463K +9,051 New
HPC
688
Hobart Private Capital
North Carolina
$459K +$71.9K +1,406 +19%
CIA
689
Capital Investment Advisors
Georgia
$459K +$3.02K +59 +0.7%
LB
690
Legacy Bridge
Iowa
$458K +$30.7K +600 +7%
FVCM
691
F&V Capital Management
Florida
$457K – – –
CG
692
Cynosure Group
Utah
$457K – – –
OFS
693
OneAscent Financial Services
Alabama
$456K +$456K +8,921 New
RIG
694
Renaissance Investment Group
Massachusetts
$454K – – –
MFG
695
Magnus Financial Group
New York
$450K +$2.61K +51 +0.6%
BSA
696
Bull Street Advisors
Georgia
$449K +$12.8K +250 +3%
Verition Fund Management
697
Verition Fund Management
Connecticut
$448K -$4.11M -80,409 -90%
WOC
698
West Oak Capital
California
$445K +$15.3K +300 +4%
BCWM
699
Bartlett & Co Wealth Management
Ohio
$441K – – –
GFP
700
Gryphon Financial Partners
Ohio
$441K -$17.6K -344 -4%
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28
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