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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 %
CIS
926
Capital International Sarl
California
$79K +$79K +1,546 New
1IA
927
1834 Investment Advisors
Wisconsin
$77K – – –
HIA
928
Harbor Investment Advisory
Maryland
$77K +$77K +1,515 New
LFASL
929
Lugano Financial Advisors SA (LFA)
Switzerland
$72K +$72K +1,401 New
NFG
930
Next Financial Group
Texas
$70K -$50.4K -992 -42%
SCM
931
Silvant Capital Management
Georgia
$69K – – –
TSW
932
Thompson Siegel & Walmsley
Virginia
$67K +$61.9K +1,201 +1,201%
EWM
933
Edge Wealth Management
New York
$66K – – –
MRCM
934
M&R Capital Management
New Jersey
$65K +$7.56K +150 +13%
CBT
935
Capital Bank & Trust
California
$64K -$1.53K -30 -2%
BCA
936
Berman Capital Advisors
Georgia
$64K +$152 +3 +0.2%
MIFH
937
Migdal Insurance & Financial Holdings
Israel
$63K +$63K +1,236 New
PFGIA
938
Patriot Financial Group Insurance Agency
Massachusetts
$61K +$102 +2 +0.2%
TWA
939
TCI Wealth Advisors
Arizona
$61K +$39.8K +783 +188%
CFA
940
Carroll Financial Associates
North Carolina
$60K +$42.7K +839 +247%
FRA
941
Front Row Advisors
California
$58K – – –
CLOS
942
Compagnie Lombard Odier SCmA
Switzerland
$58K – – –
GWS
943
Glassman Wealth Services
Virginia
$56K +$26.4K +514 +89%
SIC
944
Samalin Investment Counsel
New York
$56K +$56K +1,100 New
WPA
945
West Paces Advisors
Georgia
$55.8K +$14.8K +290 +36%
CAL
946
Capital Advisors Ltd
Ohio
$55K – – –
SFSIG
947
San Francisco Sentry Investment Group
California
$55K – – –
KWM
948
Keebeck Wealth Management
Illinois
$54K +$54K +1,060 New
TI
949
tru Independence
Oregon
$53K +$53K +1,560 New
CCA
950
Column Capital Advisors
Indiana
$52K +$52K +1,019 New
36 37
38
39 40