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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.

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
1
T. Rowe Price Associates
Maryland
$3.17B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$961M
3
Truist Financial
3
Truist Financial
North Carolina
$145M
4
WRF
4
Waddell & Reed Financial
Kansas
$98.6M
5
Fidelity International
5
Fidelity International
Bermuda
$346M

Top Sellers

1
VH
1
ValueAct Holdings
California
$767M
2
Mitsubishi UFJ Financial Group
2
Mitsubishi UFJ Financial Group
Japan
$19.6B
3
Norges Bank
3
Norges Bank
Norway
$676M
4
VRM
4
Vectors Research Management
New York
$28K
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$218M
Name Market Value Shares Shares
Change 		Shares
Change %
State of Wisconsin Investment Board
76
State of Wisconsin Investment Board
Wisconsin
$78.8M 1,542,106 -61,200 -4%
Canada Life
77
Canada Life
Manitoba, Canada
$75.2M 1,482,526 -9,113 -0.6%
BGIM
78
Brandywine Global Investment Management
Pennsylvania
$74.7M 1,435,276 +50 +0%
Retirement Systems of Alabama
79
Retirement Systems of Alabama
Alabama
$73.3M 1,433,233 -9,434 -0.7%
HSBC Holdings
80
HSBC Holdings
United Kingdom
$72.1M 1,409,743 -464,330 -25%
Bank of Nova Scotia
81
Bank of Nova Scotia
Ontario, Canada
$71.9M 1,407,648 +767,122 +120%
VOYA Investment Management
82
VOYA Investment Management
Georgia
$71.8M 1,404,739 +160,008 +13%
AQR Capital Management
83
AQR Capital Management
Connecticut
$71.6M 1,402,084 -660,768 -32%
Russell Investments Group
84
Russell Investments Group
United Kingdom
$71.2M 1,393,660 -722,008 -34%
Susquehanna International Group
85
Susquehanna International Group
Pennsylvania
$69.5M 1,359,643 -2,922,209 -68%
JCM
86
Junto Capital Management
New York
$69M 1,350,242 +1,350,242 New
Calamos Advisors
87
Calamos Advisors
Illinois
$67.7M 1,324,040 -222,688 -14%
CB
88
Commerce Bank
Missouri
$67M 1,310,118 +607,439 +86%
PI
89
Putnam Investments
Massachusetts
$65M 1,271,050 -7,692 -0.6%
RPI
90
Railway Pension Investments
United Kingdom
$64.6M 1,263,222 +4,693 +0.4%
Massachusetts Financial Services
91
Massachusetts Financial Services
Massachusetts
$64.5M 1,262,698 -671,758 -35%
PAM
92
Panagora Asset Management
Massachusetts
$63.8M 1,248,402 +1,173,072 +1,557%
Toronto Dominion Bank
93
Toronto Dominion Bank
Ontario, Canada
$63.1M 1,234,363 +19,231 +2%
Mitsubishi UFJ Trust & Banking
94
Mitsubishi UFJ Trust & Banking
Japan
$62.8M 1,228,697 -25,092 -2%
N
95
Natixis
France
$62.3M 1,223,233 +620,348 +103%
Korea Investment Corp
96
Korea Investment Corp
South Korea
$60.7M 1,188,061 +82,900 +8%
CI Investments Inc
97
CI Investments Inc
Ontario, Canada
$60.3M 1,180,303 -973,592 -45%
Mackenzie Financial
98
Mackenzie Financial
Ontario, Canada
$60.3M 1,179,160 +33,998 +3%
DLA
99
Douglas Lane & Associates
New York
$59.8M 1,169,833 +11,658 +1%
EWM
100
Evercore Wealth Management
New York
$59.2M 1,158,965 +10,737 +0.9%
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