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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 %
Kayne Anderson Rudnick Investment Management
1076
Kayne Anderson Rudnick Investment Management
California
$3K 66 +66 New
WCA
1077
Windsor Creek Advisors
Vermont
$2.1K 41,000 -11,913 -23%
LWM
1078
Liberty Wealth Management
California
$2K 41 -13 -24%
GC
1079
Globeflex Capital
California
$2K 36 – –
BAM
1080
Bellevue Asset Management
Washington
$2K 40 +40 New
WQ
1081
Wealth Quarterback
New Jersey
$1.01K 20 +20 New
WCG
1082
Weaver Consulting Group
California
$1K 12 -10 -45%
SIS
1083
Sound Income Strategies
Florida
$1K 19 – –
CWM
1084
Cranbrook Wealth Management
Michigan
$1K 18 – –
APW
1085
Acima Private Wealth
Virginia
$1K 26 – –
AWM
1086
Atticus Wealth Management
Florida
$1K 14 +14 New
ETC
1087
Exchange Traded Concepts
Oklahoma
$1K 24 +24 New
LP
1088
LMR Partners
United Kingdom
$365 7,132 +7,132 New
PGAM
1089
Princeton Global Asset Management
New Jersey
$32 624 +624 New
Renaissance Technologies
1090
Renaissance Technologies
New York
– – -2,471,200 Closed
ARTA
1091
A.R.T. Advisors
New York
– – -351,000 Closed
ZIG
1092
Zurich Insurance Group
Switzerland
– – -344,976 Closed
GA
1093
Greenhaven Associates
New York
– – -273,500 Closed
SEC
1094
Seven Eight Capital
New York
– – -266,912 Closed
GWM
1095
Greenwich Wealth Management
Connecticut
– – -262,866 Closed
BCMNY
1096
Buckingham Capital Management (New York)
New York
– – -239,316 Closed
QC
1097
Quadrature Capital
United Kingdom
– – -221,424 Closed
CC
1098
Cipher Capital
New York
– – -212,808 Closed
UONDDL
1099
University of Notre Dame du Lac
Indiana
– – -212,723 Closed
ACL
1100
Azora Capital LP
Florida
– – -210,721 Closed
42 43
44
45 46