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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 %
PRC
1151
Pearl River Capital
Michigan
– – -3,561 Closed
PCM
1152
Penserra Capital Management
California
– – -3,003 Closed
CIAS
1153
Capital Investment Advisory Services
North Carolina
– – -1,846 Closed
CCM
1154
Cribstone Capital Management
Maine
– – -900 Closed
SCA
1155
Stuart Chaussee & Associates
California
– – -384 Closed
HCM
1156
Hilton Capital Management
New York
– – -250 Closed
QCIG
1157
Quad-Cities Investment Group
Iowa
– – -231 Closed
TC
1158
Trust Company
Kansas
– – -162 Closed
FCB
1159
First Command Bank
Texas
– – -158 Closed
FCFS
1160
First Command Financial Services
Texas
– – -158 Closed
GWAG
1161
Garrett Wealth Advisory Group
Texas
– – -99 Closed
WCM
1162
Whitener Capital Management
North Carolina
– – -93 Closed
SIAS
1163
Shine Investment Advisory Services
Colorado
– – -60 Closed
WWM
1164
Willingdon Wealth Management
North Carolina
– – -58 Closed
NIC
1165
Northwest Investment Counselors
Oregon
– – -40 Closed
NCM
1166
Nelson Capital Management
California
– – -38 Closed
CIR
1167
Clear Investment Research
Georgia
– – -15 Closed
BO
1168
Bach Option
Hong Kong
– – – –
Walleye Trading
1169
Walleye Trading
New York
– – – –
FIA
1170
FNY Investment Advisers
New York
– – – –
AG
1171
Artal Group
Luxembourg
– – – –
EAM
1172
Erste Asset Management
Austria
– – – –
SCM
1173
Sandler Capital Management
New York
– – – –
XS
1174
XR Securities
Illinois
– – – –
AS
1175
Altshuler Shaham
Israel
$0 7 +1 +17%
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