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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 %
HCM
901
Highlander Capital Management
New Jersey
$128K -$369K -7,200 -74%
IBOK
902
Independence Bank of Kentucky
Kentucky
$128K – – –
APC
903
Aspire Private Capital
North Carolina
$125K +$4.24K +83 +4%
ATC
904
Adirondack Trust Company
New York
$123K -$117K -2,240 -49%
NSB
905
Norway Savings Bank
Maine
$123K – – –
AA
906
Argent Advisors
Louisiana
$122K +$122K +2,321 New
Loomis, Sayles & Company
907
Loomis, Sayles & Company
Massachusetts
$117K +$10.2K +200 +10%
BWM
908
BerganKDV Wealth Management
Minnesota
$106K +$6.15K +120 +6%
CCM
909
Covington Capital Management
California
$105K +$10.1K +198 +11%
FCM
910
Firestone Capital Management
Florida
$104K +$104K +2,026 New
MS
911
Mizuho Securities
Japan
$102K -$229K -4,490 -69%
IFA
912
Interactive Financial Advisors
Illinois
$102K – – –
WG
913
Welch Group
Alabama
$102K +$102K +2,000 New
GI
914
Gradient Investments
Minnesota
$96K -$64K -1,246 -40%
SBL
915
Sargent Bickham Lagudis
Colorado
$96K +$51 +1 +0.1%
CB
916
CNB Bank
Pennsylvania
$94K +$29.6K +578 +46%
PA
917
PSI Advisors
Florida
$94K +$94K +1,848 New
IA
918
IFP Advisors
Florida
$91K -$114K -2,212 -56%
ECM
919
Estabrook Capital Management
New York
$87.4K -$49.8K -975 -36%
RMC
920
Resources Management Corp
Connecticut
$85K – – –
HFM
921
Harvest Fund Management
China
$84K +$84K +763 New
OC
922
Oakworth Capital
Alabama
$82K – – –
LC
923
Lindbrook Capital
California
$81K +$255 +5 +0.3%
RWG
924
Regal Wealth Group
California
$80K – – –
AWA
925
Arkadios Wealth Advisors
Georgia
$79.6K +$79.6K +1,424 New
35 36
37
38 39