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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
$3.17B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$961M
3
Truist Financial
Truist Financial
North Carolina
$145M
4
WRF
Waddell & Reed Financial
Kansas
$98.6M
5
Fidelity International
Fidelity International
Bermuda
$346M

Top Sellers

1
VH
ValueAct Holdings
California
$767M
2
Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group
Japan
$19.6B
3
Norges Bank
Norges Bank
Norway
$676M
4
VRM
Vectors Research Management
New York
$28K
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$218M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLI
876
Guardian Life Insurance
New York
$185K -$2.76K -54 -1%
FWM
877
Focused Wealth Management
New York
$183K – – –
BCP
878
Blue Chip Partners
Michigan
$181K +$181K +3,543 New
RCC
879
Red Cedar Capital
Nebraska
$179K -$25.6K -500 -13%
RMAM
880
Raab & Moskowitz Asset Management
New Jersey
$179K +$179K +3,504 New
VFA
881
Valeo Financial Advisors
Indiana
$175K +$29.7K +580 +20%
FMLI
882
Fukoku Mutual Life Insurance
Japan
$174K +$25.6K +500 +17%
ADL
883
Asset Dedication LLC
California
$173K +$75.1K +1,467 +77%
S
884
Seeyond
France
$172K – – –
CFG
885
Citizens Financial Group
Rhode Island
$170K +$114K +2,219 +201%
SQA
886
Simon Quick Advisors
New Jersey
$167K -$157K -3,070 -48%
OPS
887
Orion Portfolio Solutions
Nebraska
$167K +$167K +3,263 New
HIIFS
888
Harel Insurance Investments & Financial Services
Israel
$158K +$158K +3,093 New
MAM
889
Meeder Asset Management
Ohio
$157K +$63.4K +1,244 +68%
RIA
890
Realta Investment Advisors
Delaware
$157K +$80.2K +1,601 +105%
PWMG
891
Prestige Wealth Management Group
New Jersey
$156K -$37.5K -732 -19%
AF
892
Allworth Financial
California
$151K +$90.5K +1,768 +150%
PCM
893
Prelude Capital Management
New York
$150K -$2.77M -53,925 -95%
PFBT
894
Parkside Financial Bank & Trust
Missouri
$145K +$15K +294 +12%
APA
895
American Portfolios Advisors
New York
$139K -$153 -3 -0.1%
IWA
896
Intercontinental Wealth Advisors
Texas
$137K -$38.8K -706 -22%
WTC
897
WhitTier Trust Company
Nevada
$135K +$3.22K +63 +2%
RWB
898
RMR Wealth Builders
New Jersey
$135K +$135K +2,646 New
TAIM
899
TD Ameritrade Investment Management
Nebraska
$132K +$460 +9 +0.3%
ZB
900
Zions Bancorporation
Utah
$129K -$4.7K -92 -4%
34 35
36
37 38