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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 %
RC
126
RBF Capital
California
$40.8M 797,750 – –
Envestnet Asset Management
127
Envestnet Asset Management
Illinois
$39.1M 765,803 +86,014 +13%
Robeco Institutional Asset Management
128
Robeco Institutional Asset Management
Netherlands
$37.9M 741,153 -9,791 -1%
Aristotle Capital Management
129
Aristotle Capital Management
California
$37.9M 741,145 +180 +0%
Asset Management One
130
Asset Management One
Japan
$37.1M 725,118 +2,756 +0.4%
Balyasny Asset Management
131
Balyasny Asset Management
Illinois
$36.9M 722,798 +722,798 New
JPMPWA
132
J.P. Morgan Private Wealth Advisors
California
$36.9M 721,129 -38,939 -5%
Victory Capital Management
133
Victory Capital Management
Texas
$36.3M 709,934 -51,905 -7%
SIM
134
Sadoff Investment Management
Wisconsin
$36M 703,930 +2,800 +0.4%
Schroder Investment Management Group
135
Schroder Investment Management Group
United Kingdom
$35.8M 700,163 -647,651 -48%
SO
136
STRS Ohio
Ohio
$35.5M 694,256 -41,082 -6%
CCMG
137
Clark Capital Management Group
Pennsylvania
$35.4M 691,827 +9,544 +1%
ACI
138
AMP Capital Investors
Australia
$35.2M 691,662 -30,710 -4%
FMI
139
Factory Mutual Insurance
Massachusetts
$34.9M 682,100 -467,000 -41%
Select Equity Group
140
Select Equity Group
New York
$34.1M 666,202 +666,202 New
Capital Fund Management (CFM)
141
Capital Fund Management (CFM)
France
$33.2M 649,779 -90,592 -12%
American Century Companies
142
American Century Companies
Missouri
$33.2M 648,902 +565,856 +681%
WCM
143
Wedge Capital Management
North Carolina
$32.2M 630,551 -23,975 -4%
PAMU
144
Pictet Asset Management (UK)
United Kingdom
$31.9M 624,609 -26,200 -4%
DIA
145
Dana Investment Advisors
Wisconsin
$31.8M 622,707 -35,132 -5%
DZ Bank
146
DZ Bank
Germany
$31.8M 623,346 +32,147 +5%
Aberdeen Group
147
Aberdeen Group
United Kingdom
$31.6M 617,468 -27,035 -4%
SEI Investments
148
SEI Investments
Pennsylvania
$31.5M 615,296 +112,517 +22%
JIM
149
Jupiter Investment Management
United Kingdom
$30.6M 599,209 +494,741 +474%
M&T Bank
150
M&T Bank
New York
$30.5M 595,656 +426,672 +252%
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