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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 %
BA
376
Baugh & Associates
Georgia
$3.55M -$1.93K -40 -0.1%
O
377
Ossiam
France
$3.54M +$3.51M +72,654 +9,953%
SFM
378
Signet Financial Management
New Jersey
$3.51M -$215K -4,248 -6%
TPCW
379
TD Private Client Wealth
New York
$3.51M +$254K +5,267 +8%
IC
380
IEQ Capital
California
$3.51M -$183K -3,783 -5%
OLA
381
Oliver Luxxe Assets
New Jersey
$3.41M +$96.7K +2,002 +3%
TI
382
Trexquant Investment
Connecticut
$3.41M +$3.41M +70,573 New
MCM
383
Maple Capital Management
Vermont
$3.41M +$3.41M +70,561 New
B
384
Barings
North Carolina
$3.38M – – –
COPPSERS
385
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.31M -$286K -5,931 -8%
UB
386
UMB Bank
Missouri
$3.27M -$414K -8,568 -11%
FHB
387
First Hawaiian Bank
Hawaii
$3.27M -$134K -2,781 -4%
SIM
388
Sentry Investment Management
Wisconsin
$3.26M +$3.19M +66,053 +4,374%
Wealthfront Advisers
389
Wealthfront Advisers
California
$3.25M +$457K +9,465 +16%
RPSA
390
Richard P. Slaughter Associates
Texas
$3.24M +$115K +2,377 +4%
ECM
391
ETrade Capital Management
Virginia
$3.24M +$720K +14,904 +29%
KRS
392
Kentucky Retirement Systems
Kentucky
$3.22M -$838K -17,347 -21%
MPM
393
Meritage Portfolio Management
Kansas
$3.19M +$767K +15,881 +32%
NMIMC
394
Northwestern Mutual Investment Management Company
Wisconsin
$3.18M +$245K +5,068 +8%
IA
395
Icon Advisers
Colorado
$3.17M – – –
AB
396
Amalgamated Bank
New York
$3.15M -$5.1M -105,519 -62%
KJHP
397
K.J. Harrison & Partners
Ontario, Canada
$3.11M +$1.86M +38,500 +148%
RIM
398
Regent Investment Management
Kentucky
$3.08M -$106K -2,197 -3%
FT
399
Fiduciary Trust
Massachusetts
$3.08M -$4.4K -91 -0.1%
6M
400
6 Meridian
Kansas
$3.07M -$5.14M -106,382 -63%
14 15
16
17 18