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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 %
Mitsubishi UFJ Financial Group
1
Mitsubishi UFJ Financial Group
Japan
$19.6B 382,559,417 -5,784,664 -1%
State Street
2
State Street
Massachusetts
$6.15B 120,246,188 +308,911 +0.3%
BlackRock
3
BlackRock
New York
$5.22B 102,148,132 -604,527 -0.6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$5.02B 98,285,001 -363,442 -0.4%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$3.17B 62,059,629 +21,035,558 +51%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$2.1B 41,102,019 -2,435,461 -6%
Invesco
7
Invesco
Georgia
$1.08B 21,151,153 -1,156,886 -5%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$961M 18,798,443 +3,786,107 +25%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$932M 18,264,111 +65,726 +0.4%
Nuveen Asset Management
10
Nuveen Asset Management
Illinois
$832M 16,266,898 +1,412,864 +10%
Eagle Capital Management (New York)
11
Eagle Capital Management (New York)
New York
$784M 15,334,469 -164,649 -1%
Bank of America
12
Bank of America
North Carolina
$775M 15,151,567 +1,386,871 +10%
Ameriprise
13
Ameriprise
Minnesota
$767M 15,010,308 +685,733 +5%
VH
14
ValueAct Holdings
California
$767M 15,000,000 -7,250,000 -33%
Northern Trust
15
Northern Trust
Illinois
$729M 14,257,233 -1,533,095 -10%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$702M 13,736,207 +761,119 +6%
Norges Bank
17
Norges Bank
Norway
$676M 13,217,756 -4,142,111 -24%
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$641M 12,548,417 -397,110 -3%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$556M 10,881,963 -81,130 -0.7%
Goldman Sachs
20
Goldman Sachs
New York
$529M 10,345,688 +1,022,276 +11%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$501M 9,797,139 -343,991 -3%
Pzena Investment Management
22
Pzena Investment Management
New York
$445M 8,695,264 +80,038 +0.9%
WT
23
Wellcome Trust
United Kingdom
$443M 8,670,000 – –
Legal & General Group
24
Legal & General Group
United Kingdom
$382M 7,473,587 +33,577 +0.5%
Fidelity International
25
Fidelity International
Bermuda
$346M 6,769,852 +1,542,397 +30%
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