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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 %
CAPTRUST Financial Advisors
351
CAPTRUST Financial Advisors
North Carolina
$4M +$259K +5,442 +7%
CCT
352
Chemung Canal Trust
New York
$3.99M +$3.99M +82,508 New
SG Americas Securities
353
SG Americas Securities
New York
$3.98M -$26.9M -556,816 -87%
PAI
354
Pittenger & Anderson Inc
Nebraska
$3.98M +$24.1K +500 +0.6%
KWILP
355
Kiwi Wealth Investments Limited Partnership
New Zealand
$3.95M -$312K -6,451 -7%
CAL
356
Capital Analysts LLC
Pennsylvania
$3.88M -$117K -2,422 -3%
GAB
357
German American Bancorp
Indiana
$3.88M +$51.6K +1,069 +1%
AAIM
358
American Assets Investment Management
California
$3.86M +$507K +10,500 +15%
GCM
359
Gibraltar Capital Management
Oklahoma
$3.86M -$34.4K -713 -0.9%
AIC
360
Argus Investors Counsel
New York
$3.85M -$6.76K -140 -0.2%
BIAS
361
Beacon Investment Advisory Services
New Jersey
$3.84M +$286K +5,927 +8%
JWBC
362
J.W. Burns & Co
New York
$3.81M +$49.8K +1,031 +1%
GT
363
Glenmede Trust
Pennsylvania
$3.8M +$1.95M +40,310 +105%
CIP
364
Convergence Investment Partners
Florida
$3.8M +$150K +3,110 +4%
NMERB
365
New Mexico Educational Retirement Board
New Mexico
$3.78M +$48.3K +1,000 +1%
OC
366
Oppenheimer & Co
New York
$3.72M -$493K -10,210 -12%
IAN
367
Integrated Advisors Network
Texas
$3.72M +$946K +19,591 +34%
CIBC Private Wealth Group
368
CIBC Private Wealth Group
Georgia
$3.61M +$2.27M +47,103 +170%
IFAM
369
Institutional & Family Asset Management
Colorado
$3.6M -$459K -9,511 -11%
SMDAM
370
Sumitomo Mitsui DS Asset Management
Japan
$3.6M -$37.2K -771 -1%
BC
371
Brookfield Corp
Ontario, Canada
$3.6M +$3.6M +74,506 New
DBT
372
Dubuque Bank & Trust
Iowa
$3.6M -$182K -3,770 -5%
Cambridge Investment Research Advisors
373
Cambridge Investment Research Advisors
Iowa
$3.59M +$206K +4,263 +6%
ACP
374
Ashfield Capital Partners
California
$3.58M +$734K +15,203 +26%
Two Sigma Investments
375
Two Sigma Investments
New York
$3.55M -$3.11M -64,370 -47%
13 14
15
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