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Morgan Stanley
MS

Overview Fund Activity

1,029 hedge funds and large institutions have $47.1B invested in Morgan Stanley in 2020 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 356 increasing their positions, 383 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,029
Holders Change
-61
Holders Change %
-5.6%
% of All Funds
22.73%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.44%
New
130
Increased
356
Reduced
383
Closed
178
Calls
$651M
Puts
$1.48B
Net Calls
-$832M
Net Calls Change
+$398M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$286M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$186M
3
Franklin Resources
Franklin Resources
California
+$152M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$130M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$116M

Top Sellers

1
State Street
State Street
Massachusetts
-$236M
2
BlackRock
BlackRock
New York
-$231M
3
Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group
Japan
-$186M
4
Ameriprise
Ameriprise
Minnesota
-$96.8M
5
Man Group
Man Group
United Kingdom
-$62.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
IP
1051
Interval Partners
New York
– -$4.46M -87,228 Closed
RJFSA
1052
Raymond James Financial Services Advisors
Florida
– -$4.25M -83,139 Closed
AAMU
1053
AEGON Asset Management (UK)
United Kingdom
– -$4.16M -81,382 Closed
JPC
1054
Jabodon PT Co
Nevada
– -$3.68M -71,995 Closed
CM
1055
Castleark Management
Illinois
– -$3.45M -67,400 Closed
Squarepoint
1056
Squarepoint
New York
– -$3.25M -63,592 Closed
RCIM
1057
Russell Clark Investment Management
United Kingdom
– -$3.23M -63,200 Closed
CA
1058
Commerzbank Aktiengesellschaft
Germany
– -$2.73M -53,337 Closed
BCM
1059
Bluefin Capital Management
New York
– -$2.43M -47,584 Closed
CCM
1060
Compton Capital Management
Rhode Island
– -$2.24M -43,890 Closed
OAM
1061
Oxford Asset Management
United Kingdom
– -$2.16M -42,270 Closed
Assenagon Asset Management
1062
Assenagon Asset Management
Luxembourg
– -$1.8M -35,235 Closed
BCM
1063
BlueMar Capital Management
Florida
– -$1.68M -32,943 Closed
FP
1064
Factorial Partners
New York
– -$1.56M -31,400 Closed
AI
1065
Atria Investments
North Carolina
– -$1.53M -29,869 Closed
BI
1066
Bramshill Investments
Florida
– -$1.39M -27,174 Closed
TEE
1067
Tibra Equities Europe
United Kingdom
– -$1.38M -27,000 Closed
HT
1068
HAP Trading
New York
– -$1.28M -25,127 Closed
BAM
1069
Blueshift Asset Management
New Jersey
– -$1.28M -25,058 Closed
TCM
1070
Teza Capital Management
Illinois
– -$1.28M -25,028 Closed
UCMOK
1071
United Capital Management of KS
Kansas
– -$1.18M -23,157 Closed
WI
1072
WBI Investments
New Jersey
– -$1.17M -22,826 Closed
VI
1073
Versor Investments
New York
– -$1.16M -22,700 Closed
PHK
1074
Point72 Hong Kong
Hong Kong
– -$1.12M -21,836 Closed
BCM
1075
BlueCrest Capital Management
Jersey
– -$1.11M -21,676 Closed
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