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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 %
First Trust Advisors
101
First Trust Advisors
Illinois
$56.5M 1,105,204 +102,280 +10%
Neuberger Berman Group
102
Neuberger Berman Group
New York
$55.9M 1,094,051 +204,224 +23%
Citadel Advisors
103
Citadel Advisors
Florida
$55.6M 1,088,064 +157,868 +17%
Chevy Chase Trust
104
Chevy Chase Trust
Maryland
$55.6M 1,087,476 -32,470 -3%
KBC Group
105
KBC Group
Belgium
$54.9M 1,074,028 +167,899 +19%
MWNA
106
Marshall Wace North America
New York
$53.8M 1,051,950 -289,156 -22%
Fifth Third Bancorp
107
Fifth Third Bancorp
Ohio
$53.5M 1,045,776 -15,517 -1%
Morgan Stanley
108
Morgan Stanley
New York
$52M 1,017,932 +88,508 +10%
BCM
109
Bridgeway Capital Management
Texas
$50.2M 981,885 -315,100 -24%
Ninety One (UK)
110
Ninety One (UK)
United Kingdom
$49.8M 974,941 -15,609 -2%
BM
111
Bridger Management
New York
$49.8M 973,461 -291,027 -23%
Millennium Management
112
Millennium Management
New York
$48.9M 956,654 -2,366,532 -71%
TAM
113
Todd Asset Management
Kentucky
$48.6M 950,724 -10,516 -1%
H
114
Hexavest
Quebec, Canada
$48.3M 944,657 +490,067 +108%
State of Tennessee, Department of Treasury
115
State of Tennessee, Department of Treasury
Tennessee
$47.9M 936,357 -167,541 -15%
Ohio Public Employees Retirement System (OPERS)
116
Ohio Public Employees Retirement System (OPERS)
Ohio
$46.6M 910,797 -34,976 -4%
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$46.2M 903,224 -55,643 -6%
Lazard Asset Management
118
Lazard Asset Management
New York
$45.7M 894,471 -66,172 -7%
State of New Jersey Common Pension Fund D
119
State of New Jersey Common Pension Fund D
New Jersey
$45.2M 884,377 -75,723 -8%
GIA
120
Gateway Investment Advisers
Ohio
$45.2M 883,380 -110,545 -11%
TRSOTSOK
121
Teachers Retirement System of the State of Kentucky
Kentucky
$45.1M 882,545 – –
Natixis Advisors
122
Natixis Advisors
Massachusetts
$45M 880,964 +67,925 +8%
Ensign Peak Advisors
123
Ensign Peak Advisors
Utah
$44.6M 872,981 +872,981 New
AG
124
Aperio Group
California
$44M 860,419 +34,271 +4%
Thrivent Financial for Lutherans
125
Thrivent Financial for Lutherans
Minnesota
$42.5M 830,634 -44,434 -5%
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5
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