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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
T. Rowe Price Associates
Maryland
$4.6B
2
Fisher Asset Management
Fisher Asset Management
Washington
$409M
3
GA
Greenhaven Associates
New York
$459M
4
Goldman Sachs
Goldman Sachs
New York
$848M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$445M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$1.89M
2
WT
Wellcome Trust
United Kingdom
$0
3
Prudential Financial
Prudential Financial
New Jersey
$95.4M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$106M
5
Invesco
Invesco
Georgia
$922M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
401
Scotia Capital
Ontario, Canada
$3M -$386K -7,965 -11%
OMC
402
Overbrook Management Corp
New York
$2.99M +$2.99M +61,864 New
MHC
403
Meyer Handelman Company
New York
$2.98M – – –
RIM
404
Redpoint Investment Management
Australia
$2.97M -$251K -5,198 -8%
AIA
405
Affinity Investment Advisors
California
$2.95M -$931K -19,270 -24%
KPF
406
K2 Principal Fund
Ontario, Canada
$2.94M +$867K +17,958 +42%
CNC
407
Canandaigua National Corp
New York
$2.93M +$2.93M +60,683 New
DCM
408
Dimension Capital Management
Florida
$2.9M – – –
CSS
409
Cubist Systematic Strategies
Connecticut
$2.89M -$6.58M -136,171 -69%
QSS
410
Quantitative Systematic Strategies
Florida
$2.86M +$2.86M +59,163 New
GT
411
Glenview Trust
Kentucky
$2.83M -$408K -8,437 -13%
RG
412
Rathbones Group
United Kingdom
$2.81M -$1.76M -36,400 -38%
AMI
413
Amica Mutual Insurance
Rhode Island
$2.78M – – –
Creative Planning
414
Creative Planning
Kansas
$2.76M -$197K -4,083 -7%
OAMG
415
Odey Asset Management Group
United Kingdom
$2.71M +$2.71M +56,100 New
FA
416
FDx Advisors
Illinois
$2.71M +$952K +19,713 +54%
LS
417
Livforsakringsbolaget Skandia
Sweden
$2.67M – – –
Federated Hermes
418
Federated Hermes
Pennsylvania
$2.65M -$4.91M -101,716 -65%
1IA
419
1834 Investment Advisors
Wisconsin
$2.63M +$269K +5,579 +11%
LM
420
Lincluden Management
Ontario, Canada
$2.63M -$54.6K -1,130 -2%
LFAS
421
Level Four Advisory Services
Texas
$2.58M +$192K +3,992 +8%
AF
422
Arrow Financial
New York
$2.57M -$51.8K -1,072 -2%
FAAS
423
First Allied Advisory Services
California
$2.56M +$104K +2,157 +4%
PP
424
Patten & Patten
Tennessee
$2.53M -$141K -2,922 -5%
BCV
425
Banque Cantonale Vaudoise
Switzerland
$2.49M +$266K +5,500 +12%
15 16
17
18 19