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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 %
LSERS
426
Louisiana State Employees Retirement System
Louisiana
$2.49M +$96.6K +2,000 +4%
GFPC
427
Global Financial Private Capital
Florida
$2.48M +$62.3K +1,290 +3%
BPM
428
Bowling Portfolio Management
Ohio
$2.47M -$47.3K -980 -2%
CI
429
CX Institutional
Indiana
$2.46M +$534K +10,992 +28%
SI
430
Stephens Inc
Arkansas
$2.44M +$1.29M +26,814 +113%
EIM
431
Essex Investment Management
Massachusetts
$2.42M +$2.42M +50,000 New
MYLI
432
Meiji Yasuda Life Insurance
Japan
$2.34M +$380K +7,867 +19%
Macquarie Group
433
Macquarie Group
Australia
$2.32M +$140K +2,900 +6%
BFPW
434
BOK Financial Private Wealth
Colorado
$2.28M +$125K +2,595 +6%
MC
435
MRJ Capital
New York
$2.27M +$198K +4,100 +10%
EOJOAM
436
E. Ohman J:or Asset Management
Sweden
$2.27M +$150K +3,100 +7%
Brown Advisory
437
Brown Advisory
Maryland
$2.27M -$895K -18,539 -28%
PFT
438
Providence First Trust
Arizona
$2.23M +$2.23M +46,181 New
MML Investors Services
439
MML Investors Services
Massachusetts
$2.22M -$232K -4,800 -9%
AP
440
Advisor Partners
California
$2.21M +$688K +14,241 +45%
CII
441
Capital International Inc
California
$2.2M +$894K +18,516 +69%
ECM
442
ExodusPoint Capital Management
New York
$2.18M -$7.53M -155,841 -78%
PCIA
443
Prime Capital Investment Advisors
Kansas
$2.17M +$215K +4,456 +11%
CIC
444
Chase Investment Counsel
Virginia
$2.16M +$2.16M +44,619 New
Baird Financial Group
445
Baird Financial Group
Wisconsin
$2.14M +$836K +17,308 +64%
JPC
446
Jabodon PT Co
Nevada
$2.14M +$2.14M +44,261 New
JIC
447
Joel Isaacson & Co
New York
$2.13M +$12.2K +253 +0.6%
BBI
448
Baxter Bros Inc
Connecticut
$2.13M +$203K +4,200 +11%
AWM
449
Avitas Wealth Management
California
$2.1M -$65.6K -1,357 -3%
LIA
450
LS Investment Advisors
Michigan
$2.09M +$213K +4,406 +11%
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