MS icon

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 %
HHGC
326
Hunting Hill Global Capital
New York
$4.9M -$5.18M -107,164 -51%
MAM
327
Mark Asset Management
New York
$4.83M -$2.1M -43,542 -30%
TC
328
Telemus Capital
Michigan
$4.74M -$91.5K -1,838 -2%
Pacer Advisors
329
Pacer Advisors
Pennsylvania
$4.73M +$4.73M +97,921 New
HF
330
HRT Financial
New York
$4.68M -$15.9M -329,255 -77%
DY
331
Dowling & Yahnke
California
$4.67M +$453K +9,390 +11%
ATC
332
Argent Trust Co
Tennessee
$4.65M +$1.41M +29,136 +43%
DJSG
333
D.J. St. Germain
Massachusetts
$4.63M +$42.6K +882 +0.9%
TCM
334
Twin Capital Management
Pennsylvania
$4.58M +$376K +7,791 +9%
NLGIA
335
Nippon Life Global Investors Americas
New York
$4.46M +$4.46M +92,430 New
ZCM
336
Ziegler Capital Management
Illinois
$4.46M +$1.99M +41,149 +80%
BNP Paribas Asset Management
337
BNP Paribas Asset Management
France
$4.39M -$23.7M -490,770 -84%
SAM
338
Shell Asset Management
Netherlands
$4.35M -$1.75M -36,295 -29%
DZ Bank
339
DZ Bank
Germany
$4.33M -$2.44M -50,697 -36%
William Blair & Company
340
William Blair & Company
Illinois
$4.3M +$657K +13,597 +18%
II
341
IFM Investors
Australia
$4.29M -$1.77M -36,727 -29%
Carson Wealth (CWM LLC)
342
Carson Wealth (CWM LLC)
Nebraska
$4.25M – – –
VanEck Associates
343
VanEck Associates
New York
$4.22M -$1.48M -30,649 -26%
NONA
344
Ninety One North America
New York
$4.2M -$16M -330,532 -79%
WIA
345
Westbourne Investment Advisors
Maryland
$4.13M -$1.21K -25 -0%
MIG
346
McGuire Investment Group
Rhode Island
$4.12M -$51.4K -1,065 -1%
NAM
347
NorthCoast Asset Management
Connecticut
$4.11M +$247K +5,108 +6%
ETC
348
Exchange Traded Concepts
Oklahoma
$4.07M +$4.07M +84,301 New
AU
349
Algebris (UK)
United Kingdom
$4.03M +$4.03M +83,432 New
Mariner
350
Mariner
Kansas
$4.01M -$202K -4,179 -5%
12 13
14
15 16