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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 %
KC
1126
Kepos Capital
New York
– – -23,463 Closed
NICM
1127
Neo Ivy Capital Management
New York
– – -22,801 Closed
JT
1128
Jump Trading
Illinois
– – -22,506 Closed
CANY
1129
Caxton Associates (New York)
New York
– – -17,936 Closed
VLKIM
1130
Van Lanschot Kempen Investment Management
Netherlands
– – -17,167 Closed
DTL
1131
Dynamic Technology Lab
Singapore
– – -16,181 Closed
SM
1132
Sciencast Management
New Jersey
– – -15,757 Closed
GSWM
1133
Golden State Wealth Management
California
– – -14,425 Closed
CCMT
1134
CMT Capital Markets Trading
Germany
– – -13,859 Closed
MS
1135
Maven Securities
Jersey
– – -12,689 Closed
MHP
1136
Manatuck Hill Partners
Connecticut
– – -12,500 Closed
SCM
1137
Shapiro Capital Management
Georgia
– – -11,000 Closed
EC
1138
EJF Capital
Virginia
– – -10,000 Closed
C
1139
Cerebellum
California
– – -9,932 Closed
EGM
1140
Engineers Gate Manager
New York
– – -8,965 Closed
TA
1141
Thor Advisors
New York
– – -7,230 Closed
PLFAM
1142
Pineno Levin & Ford Asset Management
Virginia
– – -6,913 Closed
GH
1143
GAM Holding
Switzerland
– – -6,260 Closed
USAA
1144
United Services Automobile Association
Texas
– – -5,622 Closed
PTC
1145
Petrus Trust Company
Texas
– – -5,620 Closed
ALAM
1146
Asahi Life Asset Management
Japan
– – -5,300 Closed
QI
1147
Qtron Investments
Massachusetts
– – -5,123 Closed
RVPG
1148
Relative Value Partners Group
– – -5,000 Closed
APP
1149
Avantax Planning Partners
Iowa
– – -4,970 Closed
LC
1150
Loews Corp
New York
– – -4,919 Closed
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