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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.

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
1
T. Rowe Price Associates
Maryland
$3.17B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$961M
3
Truist Financial
3
Truist Financial
North Carolina
$145M
4
WRF
4
Waddell & Reed Financial
Kansas
$98.6M
5
Fidelity International
5
Fidelity International
Bermuda
$346M

Top Sellers

1
VH
1
ValueAct Holdings
California
$767M
2
Mitsubishi UFJ Financial Group
2
Mitsubishi UFJ Financial Group
Japan
$19.6B
3
Norges Bank
3
Norges Bank
Norway
$676M
4
VRM
4
Vectors Research Management
New York
$28K
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$218M
Name Market Value Shares Shares
Change 		Shares
Change %
EIP
51
Epoch Investment Partners
New York
$153M 3,000,097 -443,640 -13%
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$147M 2,880,113 +4,868 +0.2%
CS
53
Credit Suisse
Switzerland
$146M 2,860,325 -85,162 -3%
Truist Financial
54
Truist Financial
North Carolina
$145M 2,844,443 +2,504,086 +736%
EIP
55
Easterly Investment Partners
Massachusetts
$133M 2,609,880 -148,982 -5%
FI
56
Focused Investors
California
$127M 2,481,800 +237,400 +11%
Deutsche Bank
57
Deutsche Bank
Germany
$125M 2,440,681 -1,098,705 -31%
FAM
58
Fred Alger Management
New York
$123M 2,414,445 +1,212,724 +101%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$111M 2,176,715 -1,450 -0.1%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$108M 2,110,472 +104,762 +5%
KP
61
Kiltearn Partners
United Kingdom
$107M 2,084,866 +283,960 +16%
New York State Teachers Retirement System (NYSTRS)
62
New York State Teachers Retirement System (NYSTRS)
New York
$104M 2,029,674 -1,307 -0.1%
WRF
63
Waddell & Reed Financial
Kansas
$98.6M 1,929,609 +1,929,609 New
Wellington Management Group
64
Wellington Management Group
Massachusetts
$94.6M 1,850,450 -514,131 -22%
Canada Pension Plan Investment Board
65
Canada Pension Plan Investment Board
Ontario, Canada
$93.4M 1,827,251 +83,616 +5%
Principal Financial Group
66
Principal Financial Group
Iowa
$90M 1,761,329 -91,690 -5%
Fisher Asset Management
67
Fisher Asset Management
Washington
$88M 1,720,493 -66,240 -4%
D.E. Shaw & Co
68
D.E. Shaw & Co
New York
$87.1M 1,703,830 -3,168,174 -65%
EC
69
Eminence Capital
New York
$87M 1,702,768 -1,486,845 -47%
Adage Capital Partners
70
Adage Capital Partners
Massachusetts
$85.2M 1,666,006 +181,900 +12%
AL
71
AJO LP
Pennsylvania
$83.8M 1,638,320 +504,953 +45%
MWA
72
Marshall Wace Asia
Hong Kong
$82.9M 1,620,863 -165,569 -9%
State Board of Administration of Florida Retirement System
73
State Board of Administration of Florida Retirement System
Florida
$82.2M 1,608,733 -33,521 -2%
National Pension Service
74
National Pension Service
South Korea
$81.7M 1,598,323 +62,117 +4%
Citigroup
75
Citigroup
New York
$79.8M 1,561,502 +470,172 +43%
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