MS icon

Morgan Stanley
MS

Overview Fund Activity

1,029 hedge funds and large institutions have $47.1B invested in Morgan Stanley in 2020 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 356 increasing their positions, 383 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,029
Holders Change
-61
Holders Change %
-5.6%
% of All Funds
22.73%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.44%
New
130
Increased
356
Reduced
383
Closed
178
Calls
$651M
Puts
$1.48B
Net Calls
-$832M
Net Calls Change
+$398M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.68B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$331M
3
Franklin Resources
Franklin Resources
California
$343M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.24B
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$162M

Top Sellers

1
State Street
State Street
Massachusetts
$3.85B
2
BlackRock
BlackRock
New York
$3.24B
3
Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group
Japan
$12.8B
4
Ameriprise
Ameriprise
Minnesota
$413M
5
Man Group
Man Group
United Kingdom
$85.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
201
Stifel Financial
Missouri
$10.5M -$3.66M -107,970 -26%
AIA
202
Avalon Investment & Advisory
Texas
$10.4M +$10.4M +307,187 New
MIM
203
MetLife Investment Management
New Jersey
$10.2M -$904K -26,588 -8%
Comerica Bank
204
Comerica Bank
Texas
$10.1M -$463K -12,182 -4%
AGC
205
Alden Global Capital
Florida
$10M +$10M +294,900 New
ACM
206
Argent Capital Management
Missouri
$9.95M +$9.95M +292,597 New
CGH
207
Crossmark Global Holdings
Texas
$9.9M +$671K +19,747 +7%
WB
208
WesBanco Bank
West Virginia
$9.82M +$206K +6,049 +2%
BG
209
Bollard Group
Massachusetts
$9.81M +$540K +15,877 +6%
GIBU
210
Gulf International Bank (UK)
United Kingdom
$9.79M -$531K -15,630 -5%
Skandinaviska Enskilda Banken (SEB)
211
Skandinaviska Enskilda Banken (SEB)
Sweden
$9.56M +$2.06M +60,539 +27%
XK
212
Xact Kapitalforvaltning
Sweden
$9.45M -$336K -9,878 -3%
SOMRS
213
State of Michigan Retirement System
Michigan
$9.08M -$1.04M -30,500 -10%
ERSOT
214
Employees Retirement System of Texas
Texas
$8.98M – – –
HIMC
215
Heritage Investors Management Corp
Maryland
$8.76M -$89.6K -2,635 -1%
GF
216
Gabelli Funds
New York
$8.65M +$112K +3,300 +1%
MI
217
Markston International
New York
$8.46M -$23.6K -693 -0.3%
BCAM
218
Boston Common Asset Management
Massachusetts
$8.43M +$857K +25,222 +11%
NIPH
219
NN Investment Partners Holdings
Netherlands
$8.42M -$7.65M -224,937 -48%
FWCM
220
Ferguson Wellman Capital Management
Oregon
$8.42M +$397K +11,664 +5%
SOADOR
221
State of Alaska Department of Revenue
Alaska
$8.39M +$83.2K +2,446 +1%
DA
222
DSC Advisors
Illinois
$8.24M -$3.15M -92,509 -28%
Nomura Asset Management
223
Nomura Asset Management
Japan
$8.22M +$438K +12,894 +6%
TAL
224
TIG Advisors LLC
New York
$7.94M +$7.94M +233,613 New
Public Employees Retirement Association of Colorado
225
Public Employees Retirement Association of Colorado
Colorado
$7.85M -$35K -1,028 -0.4%
7 8
9
10 11