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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 %
FCI
776
Financial Counselors Inc
Kansas
$308K – – –
BONST
777
Bank of Nova Scotia Trust
Ontario, Canada
$308K +$3.68K +72 +1%
CH
778
Canton Hathaway
Rhode Island
$307K – – –
CCFCSB
779
Cape Cod Five Cents Savings Bank
Massachusetts
$306K – – –
BRWA
780
B. Riley Wealth Advisors
Florida
$303K -$96K -1,873 -24%
FAIM
781
Financial Advocates Investment Management
Washington
$298K +$298K +5,831 New
WBG
782
Wharton Business Group
Pennsylvania
$293K – – –
EW
783
Evoke Wealth
California
$293K -$2.35K -46 -0.8%
ASN
784
Advisory Services Network
Georgia
$291K -$45.9K -895 -14%
MTIM
785
Marathon Trading Investment Management
Pennsylvania
$289K +$28.3K +553 +11%
LW
786
Linscomb Wealth
Texas
$289K +$289K +5,648 New
PCM
787
Perritt Capital Management
Illinois
$285K – – –
BBA
788
BLB&B Advisors
Pennsylvania
$284K +$2.36K +46 +0.8%
PL
789
Perpetual Ltd
Australia
$281K – – –
CPO
790
Cerity Partners OCIO
New York
$279K +$16.1K +292 +6%
SYBT
791
Stock Yards Bank & Trust
Kentucky
$277K – – –
BJL
792
Brighton Jones LLC
Washington
$275K +$275K +5,373 New
LBD
793
Landsberg Bennett & Dubbaneh
Florida
$272K -$20K -392 -7%
PPW
794
Parcion Private Wealth
Washington
$271K +$271K +5,300 New
PCG
795
Private Capital Group
Connecticut
$270K -$63.4K -1,241 -19%
FFBTD
796
First Financial Bank - Trust Division
Ohio
$269K -$9.24K -181 -3%
DWA
797
Douglass Winthrop Advisors
New York
$268K +$205 +4 +0.1%
Cetera Investment Advisers
798
Cetera Investment Advisers
Illinois
$267K +$7.56K +147 +3%
PBO
799
Peoples Bank (Ohio)
Ohio
$267K +$8.27K +162 +3%
BTW
800
Boston Trust Walden
Massachusetts
$266K +$5.94K +116 +2%
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