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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 %
TH
801
Timber Hill
Connecticut
$266K +$266K +5,200 New
BOM
802
Bank of Marin
California
$264K +$264K +5,163 New
ECG
803
Edge Capital Group
Georgia
$262K -$255 -5 -0.1%
SIC
804
Salem Investment Counselors
North Carolina
$260K – – –
KA
805
Kovack Advisors
Florida
$259K -$66.3K -1,298 -20%
TL
806
TrueWealth LLC
Georgia
$258K +$31.7K +620 +14%
SIA
807
Strategic Investment Advisors
Michigan
$258K +$258K +5,044 New
ZIC
808
ZWJ Investment Counsel
Georgia
$257K +$257K +5,033 New
FMT
809
First Mercantile Trust
Tennessee
$256K -$6.64K -130 -3%
WWM
810
Western Wealth Management
Colorado
$255K -$31.5K -617 -11%
IA
811
IFG Advisors
Missouri
$255K – – –
QCG
812
Quadrant Capital Group
Ohio
$255K +$45.1K +937 +21%
BBWA
813
Bell & Brown Wealth Advisors
California
$254K +$254K +4,840 New
PNC
814
Park National Corp
Ohio
$253K -$25.6K -500 -9%
AAS
815
Avantax Advisory Services
Texas
$253K +$253K +4,949 New
CHAM
816
Clear Harbor Asset Management
Connecticut
$252K -$25.6K -500 -9%
EF
817
Empirical Finance
Pennsylvania
$251K +$251K +4,916 New
BOH
818
Bank of Hawaii
Hawaii
$249K -$3.02K -59 -1%
SWP
819
Strategic Wealth Partners
Ohio
$247K -$257K -5,036 -51%
MGIM
820
M&G Investment Management
United Kingdom
$247K +$247K +4,834 New
CCM
821
Coldstream Capital Management
Washington
$246K +$246K +4,812 New
CIM
822
Confluence Investment Management
Missouri
$245K – – –
WANY
823
Wealthspire Advisors (New York)
New York
$245K +$245K +4,785 New
PPP
824
Private Portfolio Partners
New Jersey
$242K +$242K +4,722 New
GIA
825
GHP Investment Advisors
Colorado
$241K +$241K +4,723 New
31 32
33
34 35