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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 %
BHBT
701
Burke & Herbert Bank & Trust
Virginia
$440K – – –
CG
702
Caprock Group
Idaho
$437K -$4.75K -93 -1%
FPA
703
First Pacific Advisors
California
$437K – – –
EGA
704
E&G Advisors
Texas
$435K -$25.6K -500 -6%
OWA
705
Outlook Wealth Advisors
Texas
$431K +$33.9K +663 +9%
FPCP
706
Fort Point Capital Partners
California
$428K – – –
ASC
707
Atalanta Sosnoff Capital
New York
$422K +$422K +8,253 New
KWMG
708
King Wealth Management Group
Florida
$419K -$81.7K -1,598 -16%
Connor, Clark & Lunn Investment Management (CC&L)
709
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$419K +$419K +8,189 New
EM
710
Excalibur Management
Massachusetts
$418K -$8.17K -160 -2%
WS
711
Wedbush Securities
California
$418K +$66.5K +1,301 +19%
WCA
712
Westover Capital Advisors
Delaware
$414K +$5.11K +100 +1%
S
713
SignatureFD
Georgia
$410K +$26K +508 +7%
GLA
714
Good Life Advisors
Pennsylvania
$403K +$12.9K +253 +3%
BCM
715
Brown Capital Management
Maryland
$402K -$1.23K -24 -0.3%
NNP
716
Nachman Norwood & Parrott
South Carolina
$401K +$15K +293 +4%
TAM
717
Tocqueville Asset Management
New York
$399K -$2.56M -50,100 -87%
SRC
718
Shufro Rose & Co
New York
$396K +$15.3K +300 +4%
RMCM
719
Reynders McVeigh Capital Management
Massachusetts
$396K +$396K +7,739 New
JWCA
720
J.W. Cole Advisors
Florida
$391K +$391K +7,652 New
VC
721
Veracity Capital
Georgia
$388K +$388K +7,597 New
MIH
722
Meitav Investment House
Israel
$388K +$388K +7,610 New
AIM
723
Anchor Investment Management
South Carolina
$387K -$8.95K -175 -2%
AMC
724
Asset Management Corp
Illinois
$384K +$384K +7,521 New
CAW
725
Cornerstone Advisors (Washington)
Washington
$382K +$6.59K +129 +2%
27 28
29
30 31