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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 %
GIBU
201
Gulf International Bank (UK)
United Kingdom
$15.5M 303,702 – –
SOMRS
202
State of Michigan Retirement System
Michigan
$15.2M 297,455 -4,500 -1%
Comerica Bank
203
Comerica Bank
Texas
$15M 279,300 -16,084 -5%
CIP
204
Chartwell Investment Partners
Pennsylvania
$15M 293,206 +134,628 +85%
BCIM
205
British Columbia Investment Management
British Columbia, Canada
$15M 292,507 +118,652 +68%
MOACM
206
Mutual of America Capital Management
New York
$14.7M 288,302 -3,108 -1%
XK
207
Xact Kapitalforvaltning
Sweden
$14.7M 287,887 +9,480 +3%
WB
208
WesBanco Bank
West Virginia
$14.5M 282,807 -10,976 -4%
BCM
209
Becker Capital Management
Oregon
$14.3M 278,846 -2,019 -0.7%
BG
210
Bollard Group
Massachusetts
$13.9M 272,706 +9,126 +3%
CGH
211
Crossmark Global Holdings
Texas
$13.9M 271,420 +337 +0.1%
ASRS
212
Arizona State Retirement System
Arizona
$13.8M 269,046 -4,218 -2%
Public Sector Pension Investment Board (PSP Investments)
213
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$13.7M 267,968 -124,820 -32%
ERSOT
214
Employees Retirement System of Texas
Texas
$13.5M 264,000 +264,000 New
PP
215
Paloma Partners
Connecticut
$13.3M 260,876 +94,830 +57%
HIMC
216
Heritage Investors Management Corp
Maryland
$13.3M 260,327 -497 -0.2%
LFAS
217
Level Four Advisory Services
Texas
$13M 46,497 +7,654 +20%
GF
218
Gabelli Funds
New York
$12.8M 251,226 -95,226 -27%
MI
219
Markston International
New York
$12.7M 249,382 +6,879 +3%
SOADOR
220
State of Alaska Department of Revenue
Alaska
$12.5M 244,318 -24,586 -9%
MAA
221
Matrix Asset Advisors
New York
$12.3M 240,762 -4,614 -2%
GC
222
Guggenheim Capital
Illinois
$12.1M 236,531 +2,828 +1%
FWCM
223
Ferguson Wellman Capital Management
Oregon
$12.1M 235,859 -1,345 -0.6%
APG Asset Management
224
APG Asset Management
Netherlands
$12M 264,155 – –
Public Employees Retirement Association of Colorado
225
Public Employees Retirement Association of Colorado
Colorado
$11.9M 232,017 -4,707 -2%
7 8
9
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