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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 %
CCG
401
Ceeto Capital Group
Florida
$5.92M +$5.92M +86,328 New
FCBT
402
First Citizens Bank & Trust
North Carolina
$5.9M -$430K -6,281 -7%
MIG
403
McGuire Investment Group
Rhode Island
$5.9M +$40.8K +596 +0.7%
FNBOO
404
First National Bank of Omaha
Nebraska
$5.86M +$5.86M +85,527 New
MML Investors Services
405
MML Investors Services
Massachusetts
$5.79M +$2.65M +38,635 +84%
Cambridge Investment Research Advisors
406
Cambridge Investment Research Advisors
Iowa
$5.77M +$1.61M +23,465 +39%
SMDAM
407
Sumitomo Mitsui DS Asset Management
Japan
$5.76M +$599K +8,737 +12%
Acadian Asset Management
408
Acadian Asset Management
Massachusetts
$5.68M +$3.37M +49,197 +146%
JWBC
409
J.W. Burns & Co
New York
$5.67M -$49.4K -721 -0.9%
CAL
410
Capital Analysts LLC
Pennsylvania
$5.65M +$171K +2,494 +3%
EDRH
411
Edmond de Rothschild Holding
Switzerland
$5.63M +$5.39M +78,610 +2,192%
TRCT
412
Tower Research Capital (TRC)
New York
$5.6M +$3.92M +57,123 +233%
WIA
413
Westbourne Investment Advisors
Maryland
$5.59M -$81.9K -1,195 -1%
CSS
414
Cubist Systematic Strategies
Connecticut
$5.57M -$31.7M -462,370 -85%
GCM
415
Gibraltar Capital Management
Oklahoma
$5.53M +$185K +2,695 +3%
FC
416
Full18 Capital
Connecticut
$5.52M +$5.52M +80,478 New
IC
417
IEQ Capital
California
$5.46M +$268K +3,913 +5%
OC
418
Oppenheimer & Co
New York
$5.46M +$218K +3,181 +4%
BC
419
Brookfield Corp
Ontario, Canada
$5.45M -$4.75M -69,372 -47%
Wolverine Trading
420
Wolverine Trading
Illinois
$5.44M +$1.99M +29,353 +58%
YIA
421
YHB Investment Advisors
Connecticut
$5.43M -$307K -4,478 -5%
NMIMC
422
Northwestern Mutual Investment Management Company
Wisconsin
$5.38M +$867K +12,651 +19%
IMRF
423
Illinois Municipal Retirement Fund
Illinois
$5.35M +$3.69M +53,814 +221%
OLA
424
Oliver Luxxe Assets
New Jersey
$5.32M -$120K -1,577 -2%
AB
425
Amalgamated Bank
New York
$5.26M +$888K +12,955 +20%
15 16
17
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