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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 %
JFGIW
751
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$339K +$198K +3,874 +140%
RTC
752
Riverview Trust Company
Washington
$338K -$112K -2,198 -25%
KPCM
753
Kings Point Capital Management
New York
$337K – – –
WP
754
WealthSource Partners
California
$337K +$1.84K +36 +0.5%
PCM
755
Poehling Capital Management
Wisconsin
$336K – – –
I
756
IberiaBank
Louisiana
$335K +$335K +6,547 New
GCC
757
Game Creek Capital
Massachusetts
$334K -$25.6K -500 -7%
CBOR
758
Community Bank of Raymore
Missouri
$334K – – –
CPC
759
Congress Park Capital
New York
$332K – – –
CFGS
760
Concourse Financial Group Securities
Alabama
$332K +$181K +3,554 +121%
LDB
761
Lee, Danner & Bass
Tennessee
$331K – – –
OIA
762
Optimum Investment Advisors
Illinois
$330K -$48.9K -955 -13%
HH
763
Hilltop Holdings
Texas
$329K -$716 -14 -0.2%
VFA
764
Voya Financial Advisors
Connecticut
$328K +$765 +15 +0.2%
MFG
765
MidWestOne Financial Group
Iowa
$326K -$10.9K -213 -3%
CA
766
Cetera Advisors
Colorado
$324K -$125K -2,441 -28%
GG
767
Gleason Group
Kentucky
$321K +$321K +6,277 New
GIA
768
Granite Investment Advisors
New Hampshire
$320K – – –
BBP
769
Banco BTG Pactual
Brazil
$317K -$2.05M -40,079 -87%
AWE
770
Avidian Wealth Enterprises
Texas
$316K +$6.6K +129 +2%
NPF
771
Norris Perne & French
Michigan
$313K – – –
SCM
772
SOL Capital Management
Maryland
$312K – – –
SA
773
Sicart Associates
New York
$312K +$10.2K +200 +3%
GCP
774
GSA Capital Partners
United Kingdom
$312K +$312K +6,107 New
WTFG
775
Wells Trecaso Financial Group
Ohio
$311K -$4.24K -83 -1%
29 30
31
32 33