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Morgan Stanley
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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 %
AU
1101
Algebris (UK)
United Kingdom
– – -187,411 Closed
NLGIA
1102
Nippon Life Global Investors Americas
New York
– – -178,620 Closed
Simplex Trading
1103
Simplex Trading
Illinois
– – -158,418 Closed
LMIM
1104
Lockheed Martin Investment Management
Maryland
– – -142,000 Closed
Tudor Investment Corp
1105
Tudor Investment Corp
Connecticut
– – -132,644 Closed
LCM
1106
Laurion Capital Management
New York
– – -131,449 Closed
SVC
1107
Strycker View Capital
New York
– – -123,971 Closed
TSS
1108
Two Sigma Securities
New York
– – -107,694 Closed
Voloridge Investment Management
1109
Voloridge Investment Management
Florida
– – -105,733 Closed
CIM
1110
Cambria Investment Management
California
– – -100,333 Closed
WMSA
1111
Weiss Multi-Strategy Advisers
New York
– – -100,000 Closed
FG
1112
FSI Group
Ohio
– – -89,467 Closed
QSS
1113
Quantitative Systematic Strategies
Florida
– – -81,468 Closed
MMA
1114
Miracle Mile Advisors
California
– – -79,040 Closed
GCA
1115
Gideon Capital Advisors
New York
– – -67,899 Closed
QIM
1116
Quantitative Investment Management
Virginia
– – -67,723 Closed
PCA
1117
Providence Capital Advisors
North Carolina
– – -61,400 Closed
QT
1118
Quantbot Technologies
New York
– – -54,049 Closed
MCA
1119
Mendon Capital Advisors
Florida
– – -50,000 Closed
MSE
1120
MUFG Securities EMEA
United Kingdom
– – -38,000 Closed
VF
1121
Virtu Financial
New York
– – -33,717 Closed
QT
1122
Quantamental Technologies
New York
– – -30,893 Closed
TRCT
1123
Tower Research Capital (TRC)
New York
– – -29,774 Closed
NIT
1124
NumerixS Investment Technologies
British Columbia, Canada
– – -28,320 Closed
MSU
1125
Mizuho Securities USA
New York
– – -26,100 Closed
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