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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 %
VEA
1001
Virtus ETF Advisers
New York
$22K 435 +435 New
VCM
1002
Vigilant Capital Management
Maine
$21K 408 – –
BWA
1003
BDO Wealth Advisors
Florida
$21K 405 – –
EWM
1004
EPG Wealth Management
Georgia
$21K 413 +413 New
SNT
1005
Security National Trust
West Virginia
$20K 401 – –
CC
1006
Colrain Capital
Massachusetts
$20K 400 – –
AA
1007
AlphaMark Advisors
Kentucky
$20K 400 +400 New
TCWM
1008
Total Clarity Wealth Management
Illinois
$20K 400 +400 New
FFC
1009
First Financial Corp
Indiana
$19K 380 – –
RFA
1010
Reilly Financial Advisors
California
$19K 362 – –
OAJ
1011
Ogorek Anthony Joseph
New York
$19K 382 +382 New
ClearBridge Investments
1012
ClearBridge Investments
New York
$17K 320 +320 New
MF
1013
Manchester Financial
California
$17K 326 +326 New
GRP
1014
Global Retirement Partners
California
$16K 308 -140 -31%
ACM
1015
AUA Capital Management
Pennsylvania
$16K 310 – –
HDIM
1016
Hanson & Doremus Investment Management
Vermont
$16K 312 – –
GWMIA
1017
Global Wealth Management Investment Advisory
Florida
$15K 300 -41 -12%
NL
1018
NVWM LLC
Pennsylvania
$15K 288 +132 +85%
JCM
1019
Jacobi Capital Management
Pennsylvania
$15K 294 +156 +113%
TFA
1020
Tobias Financial Advisors
Florida
$15K 293 +293 New
ICM
1021
Islay Capital Management
Texas
$15K 300 +300 New
CBT
1022
Central Bank & Trust
Kentucky
$14K 265 -96 -27%
SL
1023
Savior LLC
Massachusetts
$14K 265 +265 New
AA
1024
Advisory Alpha
Michigan
$13.2K 250 +149 +148%
EWA
1025
Evolution Wealth Advisors
Florida
$13K 246 -487 -66%
39 40
41
42 43