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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 %
SS
726
Sunbelt Securities
Texas
$381K -$9.7K -190 -2%
CB
727
Community Bank
New York
$381K +$38.3K +750 +11%
CCP
728
Corient Capital Partners
California
$376K -$48K -939 -11%
BB
729
Bell Bank
North Dakota
$376K -$19.4K -380 -5%
VFPI
730
Vantage Financial Partners (Illinois)
Illinois
$373K +$373K +7,300 New
CA
731
Calton & Associates
Florida
$371K +$32.7K +638 +10%
WIC
732
Woodmont Investment Counsel
Tennessee
$370K – – –
TP
733
Truvvo Partners
New York
$369K -$174K -3,400 -32%
GT
734
Glenview Trust
Kentucky
$368K -$12.1K -236 -3%
CFB
735
Cullen/Frost Bankers
Texas
$365K -$49.9K -977 -12%
III
736
Independent Investors Inc
New York
$363K +$5.1K +100 +1%
SWA
737
Stratos Wealth Advisors
Ohio
$359K +$30.9K +605 +9%
AWM
738
Altium Wealth Management
New York
$358K -$80.1K -1,565 -18%
AF
739
Advisornet Financial
Minnesota
$358K -$10.8K -211 -3%
FG
740
Fiduciary Group
Georgia
$358K – – –
RWP
741
RWA Wealth Partners
Massachusetts
$356K – – –
CG
742
Colony Group
Massachusetts
$356K +$5.06K +99 +1%
HPC
743
HM Payson & Co
Maine
$352K – – –
AIM
744
Allen Investment Management
New York
$352K – – –
PAS
745
Park Avenue Securities
New York
$352K +$53.8K +1,053 +18%
MOS
746
MGO One Seven
Ohio
$349K +$7.19K +141 +2%
Cohen & Steers
747
Cohen & Steers
New York
$343K -$2.28M -44,657 -87%
GWM
748
Geneos Wealth Management
Colorado
$342K -$29.4K -576 -8%
EWM
749
Evermay Wealth Management
Virginia
$342K +$14.9K +292 +5%
DSC
750
Duncker Streett & Co
Missouri
$341K -$106K -2,072 -24%
28 29
30
31 32