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Morgan Stanley
MS

Overview Fund Activity

1,359 hedge funds and large institutions have $110B invested in Morgan Stanley in 2020 Q4 according to their latest regulatory filings, with 313 funds opening new positions, 598 increasing their positions, 319 reducing their positions, and 81 closing their positions.

Holders
1,359
Holders Change
+219
Holders Change %
+19.21%
% of All Funds
24.11%
Holding in Top 10
56
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+69.7%
% of All Funds
0.99%
New
313
Increased
598
Reduced
319
Closed
81
Calls
$2.55B
Puts
$3.23B
Net Calls
-$676M
Net Calls Change
-$247M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.05B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$7.92B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.47B
4
BlackRock
4
BlackRock
New York
$7.51B
5
Primecap Management
5
Primecap Management
California
$827M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$131M
2
VH
2
ValueAct Holdings
California
$568M
3
Invesco
3
Invesco
Georgia
$1.02B
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$86.2M
5
EIP
5
Easterly Investment Partners
Massachusetts
$30.3M
Name Market Value Shares Shares
Change 		Shares
Change %
TCM
351
Telos Capital Management
California
$8.25M 120,318 +10,534 +10%
B
352
Brightworth
Georgia
$8.24M 120,295 -6 -0%
ELC
353
Edgar Lomax Company
Virginia
$8.22M 119,980 -2,050 -2%
GIM
354
Grassi Investment Management
California
$8.15M 118,950 -3,200 -3%
BDS
355
Banco de Sabadell
Florida
$8M 117,525 +104,925 +833%
BUB
356
BBVA USA Bancshares
Texas
$7.87M 114,770 -16,959 -13%
WPIC
357
White Pine Investment Company
Michigan
$7.85M 114,614 +4,835 +4%
PI
358
PEAK6 Investments
Illinois
$7.8M 113,791 +113,791 New
PAI
359
Pittenger & Anderson Inc
Nebraska
$7.72M 112,632 +14,800 +15%
Public Sector Pension Investment Board (PSP Investments)
360
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.69M 112,240 -32,778 -23%
PSUF
361
People's United Financial
Connecticut
$7.67M 111,878 +15,806 +16%
SVC
362
Strycker View Capital
New York
$7.61M 111,100 -43,062 -28%
DJSG
363
D.J. St. Germain
Massachusetts
$7.57M 110,480 +2,571 +2%
Nomura Holdings
364
Nomura Holdings
Japan
$7.53M 115,602 -583,298 -83%
BCM
365
Becker Capital Management
Oregon
$7.51M 109,618 -752 -0.7%
SCM
366
SKBA Capital Management
California
$7.4M 108,000 -100 -0.1%
ATC
367
Argent Trust Co
Tennessee
$7.35M 107,261 +8,871 +9%
IG
368
Inherent Group
New York
$7.3M 106,500 +106,500 New
William Blair & Company
369
William Blair & Company
Illinois
$7.28M 106,193 +8,908 +9%
Creative Planning
370
Creative Planning
Kansas
$7.15M 104,272 +35,217 +51%
DA
371
Denali Advisors
California
$7.05M 102,800 -24,600 -19%
CAC
372
Core Alternative Capital
Georgia
$7.01M 102,241 -12,368 -11%
BIAS
373
Beacon Investment Advisory Services
New Jersey
$6.91M 100,865 +21,106 +26%
NAM
374
NorthCoast Asset Management
Connecticut
$6.9M 100,512 +11,385 +13%
SFM
375
Soros Fund Management
New York
$6.83M 99,701 – –
13 14
15
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