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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
DLCIG
376
D.L. Carlson Investment Group
New Hampshire
$6.78M +$34.3K +500 +0.5%
BS
377
Banco Santander
Spain
$6.76M -$1.58M -23,052 -19%
SAM
378
Shell Asset Management
Netherlands
$6.66M +$509K +7,424 +8%
EMPI
379
Elo Mutual Pension Insurance
Finland
$6.61M +$6.61M +96,374 New
DY
380
Dowling & Yahnke
California
$6.56M -$21.5K -314 -0.3%
SCM
381
Shelton Capital Management
Colorado
$6.5M +$510K +7,445 +9%
IG
382
ING Group
Netherlands
$6.5M +$4.68M +68,281 +257%
JWM
383
Jupiter Wealth Management
Colorado
$6.46M +$239K +3,480 +4%
TC
384
Telemus Capital
Michigan
$6.41M -$39.7K -580 -0.6%
Mariner
385
Mariner
Kansas
$6.39M +$954K +13,925 +18%
CAPTRUST Financial Advisors
386
CAPTRUST Financial Advisors
North Carolina
$6.38M +$608K +8,867 +11%
AAIM
387
American Assets Investment Management
California
$6.31M +$137K +2,000 +2%
TCM
388
Twin Capital Management
Pennsylvania
$6.3M -$101K -1,472 -2%
Alyeska Investment Group
389
Alyeska Investment Group
Illinois
$6.29M -$2.69M -39,265 -30%
GAB
390
German American Bancorp
Indiana
$6.27M +$693K +10,114 +12%
MA
391
Montag & Associates
Georgia
$6.23M +$5.94M +86,615 +2,002%
NMERB
392
New Mexico Educational Retirement Board
New Mexico
$6.2M +$930K +13,565 +18%
SIM
393
Sentry Investment Management
Wisconsin
$6.2M +$6.09M +88,913 +5,979%
BCM
394
Barometer Capital Management
Ontario, Canada
$6.18M +$5.55M +81,400 +885%
Wealthfront Advisers
395
Wealthfront Advisers
California
$6.15M +$1.4M +20,396 +29%
PSP
396
Principal Street Partners
Tennessee
$6.09M -$655K -9,550 -10%
CG
397
Cutler Group
California
$6.09M +$2.13M +31,101 +54%
LSERS
398
Louisiana State Employees Retirement System
Louisiana
$6.08M +$1.91M +27,900 +46%
KRS
399
Kentucky Retirement Systems
Kentucky
$5.98M +$1.19M +17,358 +25%
Pacer Advisors
400
Pacer Advisors
Pennsylvania
$5.94M +$464K +6,766 +8%
14 15
16
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