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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
Wellington Management Group
Massachusetts
$2.05B
2
Vanguard Group
Vanguard Group
Pennsylvania
$7.92B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$2.47B
4
BlackRock
BlackRock
New York
$7.51B
5
Primecap Management
Primecap Management
California
$827M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$131M
2
VH
ValueAct Holdings
California
$568M
3
Invesco
Invesco
Georgia
$1.02B
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$86.2M
5
EIP
Easterly Investment Partners
Massachusetts
$30.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSWM
426
Lorne Steinberg Wealth Management
Canada
$5.25M +$5.25M +76,307 New
MFS
427
Mirabella Financial Services
United Kingdom
$5.24M -$2.02M -10,127 -28%
ACP
428
Ashfield Capital Partners
California
$5.19M -$1.61M -23,424 -24%
Morgan Stanley
429
Morgan Stanley
New York
$5.19M +$1.19M +17,327 +30%
IAN
430
Integrated Advisors Network
Texas
$4.98M -$97.3K -1,420 -2%
KJHP
431
K.J. Harrison & Partners
Ontario, Canada
$4.9M – – –
BA
432
Baugh & Associates
Georgia
$4.89M -$125K -1,830 -3%
AIC
433
Argus Investors Counsel
New York
$4.75M -$1.05M -15,350 -18%
QIM
434
Quantitative Investment Management
Virginia
$4.58M +$4.58M +66,781 New
Cetera Investment Advisers
435
Cetera Investment Advisers
Illinois
$4.56M +$3.92M +64,673 +613%
FT
436
Fiduciary Trust
Massachusetts
$4.55M +$197K +2,874 +5%
FHB
437
First Hawaiian Bank
Hawaii
$4.51M -$147K -2,149 -3%
TSW
438
Thompson Siegel & Walmsley
Virginia
$4.51M +$445K +6,500 +11%
FLPIM
439
F.L. Putnam Investment Management
Massachusetts
$4.49M +$3.28M +47,834 +270%
DBT
440
Dubuque Bank & Trust
Iowa
$4.46M -$316K -4,615 -7%
OAMG
441
Odey Asset Management Group
United Kingdom
$4.46M +$610K +8,900 +16%
AIA
442
Affinity Investment Advisors
California
$4.42M +$50.3K +734 +1%
MHC
443
Meyer Handelman Company
New York
$4.41M +$189K +2,760 +4%
BMSSC
444
B. Metzler seel. Sohn & Co
Germany
$4.36M +$4.36M +64,294 New
CIC
445
Chase Investment Counsel
Virginia
$4.36M -$28.7K -419 -0.7%
AssetMark Inc
446
AssetMark Inc
California
$4.35M -$20.4K -298 -0.5%
SFM
447
Signet Financial Management
New Jersey
$4.34M -$101K -1,476 -2%
AIP
448
Ameritas Investment Partners
Nebraska
$4.34M +$93.6K +1,366 +2%
DADC
449
D.A. Davidson & Co
Montana
$4.33M +$2.51M +36,694 +138%
ISB
450
Iowa State Bank
Iowa
$4.26M +$1.3M +18,989 +44%
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