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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 %
Rockefeller Capital Management
451
Rockefeller Capital Management
New York
$2.08M +$307K +6,362 +17%
IAS
452
IMA Advisory Services
Colorado
$2.07M +$39.1K +810 +2%
AFG
453
Albion Financial Group
Utah
$2.07M +$88.2K +1,825 +4%
HT
454
Heritage Trust
Oklahoma
$2.07M -$21K -435 -1%
BC
455
Brinker Capital
Pennsylvania
$2.06M +$165K +3,410 +9%
Boston Partners
456
Boston Partners
Massachusetts
$2.03M -$697K -14,430 -26%
WAM
457
World Asset Management
Michigan
$2.02M -$777K -16,089 -28%
RA
458
Ramius Advisors
New York
$2.01M +$475K +9,835 +31%
CI
459
Cigna Investments
Connecticut
$2.01M +$360K +7,442 +22%
PAG
460
Private Advisor Group
New Jersey
$2M +$386K +8,000 +24%
ISB
461
Iowa State Bank
Iowa
$1.98M +$504K +10,441 +34%
P
462
Pitcairn
Pennsylvania
$1.96M +$524K +10,862 +37%
V
463
Veritable
Delaware
$1.95M -$191K -3,960 -9%
JCM
464
JD Capital Management
Connecticut
$1.93M +$1.93M +40,000 New
MYAM
465
Meiji Yasuda Asset Management
Japan
$1.93M +$568K +11,754 +42%
OSNBOA
466
Old Second National Bank of Aurora
Illinois
$1.91M +$1.87M +38,740 +4,719%
Arrowstreet Capital
467
Arrowstreet Capital
Massachusetts
$1.89M -$468M -9,695,669 -100%
BCM
468
Bayesian Capital Management
New York
$1.88M +$406K +8,400 +27%
VAS
469
Vestmark Advisory Solutions
Massachusetts
$1.88M +$1.26M +26,112 +204%
BWL
470
Bogart Wealth LLC
Virginia
$1.87M +$194K +4,025 +12%
MSAM
471
Moloney Securities Asset Management
Missouri
$1.86M -$9.85K -204 -0.5%
SLI
472
Sumitomo Life Insurance
Japan
$1.85M -$158K -3,280 -8%
SW
473
SteelPeak Wealth
California
$1.85M +$980K +20,302 +113%
WIS
474
Wright Investors Service
Connecticut
$1.81M -$9.9K -205 -0.5%
AIP
475
Ameritas Investment Partners
Nebraska
$1.81M +$4.54K +94 +0.3%
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