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Morgan Stanley
MS

Overview Fund Activity

1,099 hedge funds and large institutions have $68.5B invested in Morgan Stanley in 2020 Q2 according to their latest regulatory filings, with 189 funds opening new positions, 374 increasing their positions, 377 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,099
Holders Change
+70
Holders Change %
+6.8%
% of All Funds
22.59%
Holding in Top 10
36
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+80%
% of All Funds
0.74%
New
189
Increased
374
Reduced
377
Closed
109
Calls
$1.4B
Puts
$2.11B
Net Calls
-$712M
Net Calls Change
+$119M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$4.6B
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$409M
3
GA
3
Greenhaven Associates
New York
$459M
4
Goldman Sachs
4
Goldman Sachs
New York
$848M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$445M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$1.89M
2
WT
2
Wellcome Trust
United Kingdom
$0
3
Prudential Financial
3
Prudential Financial
New Jersey
$95.4M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$106M
5
Invesco
5
Invesco
Georgia
$922M
Name Holding Trade Value Shares
Change 		Shares
Change %
DnB Asset Management
276
DnB Asset Management
Norway
$7.49M -$267K -5,536 -3%
BCM
277
BTC Capital Management
Iowa
$7.49M +$1.4M +29,049 +23%
MPA
278
Marvin & Palmer Associates
Delaware
$7.47M +$7.47M +154,727 New
M
279
MOTCO
Texas
$7.06M +$175K +3,615 +3%
ECG
280
Edge Capital Group
Georgia
$7.06M +$5.43M +112,459 +334%
Nomura Holdings
281
Nomura Holdings
Japan
$7.05M +$5.48M +117,708 +349%
CAC
282
Core Alternative Capital
Georgia
$7.01M +$362K +7,492 +5%
BAMF
283
BI Asset Management Fondsmaeglerselskab
Denmark
$6.98M +$1.9M +39,310 +37%
NAM
284
Nissay Asset Management
Japan
$6.87M +$322K +6,671 +5%
PGFC
285
Peapack-Gladstone Financial Corp
New Jersey
$6.79M +$37.2K +771 +0.6%
DA
286
Denali Advisors
California
$6.76M -$2.2M -45,600 -25%
PPCM
287
Pillar Pacific Capital Management
California
$6.75M +$79.6K +1,648 +1%
BUB
288
BBVA USA Bancshares
Texas
$6.62M +$118K +2,453 +2%
PHAM
289
Pacific Heights Asset Management
California
$6.52M -$725K -15,000 -10%
Mercer Global Advisors
290
Mercer Global Advisors
Colorado
$6.51M +$1.12M +23,133 +21%
JWM
291
Jupiter Wealth Management
Colorado
$6.47M -$312K -6,010 -5%
MWNA
292
Marshall Wace North America
New York
$6.33M -$63.3M -1,311,111 -91%
LBC
293
Lowe Brockenbrough & Co
Virginia
$6.32M +$172K +3,566 +3%
HIMCH
294
Hartford Investment Management Co (HIMCO)
Connecticut
$6.28M -$1.14M -23,557 -15%
X
295
Xponance
Pennsylvania
$6.22M +$6.22M +128,706 New
IIM
296
Intact Investment Management
Quebec, Canada
$6.01M -$1.62M -33,500 -21%
GPSPJS
297
General Pension Society PZU Joint Stock
Poland
$6.01M – – –
FNBT
298
FineMark National Bank & Trust
Florida
$5.99M +$655K +13,567 +12%
BS
299
Banco Santander
Spain
$5.99M -$60.5K -1,252 -1%
GIM
300
Grassi Investment Management
California
$5.93M -$16.9K -350 -0.3%
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