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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 %
LS
451
Livforsakringsbolaget Skandia
Sweden
$4.25M +$528K +7,699 +14%
Carson Wealth (CWM LLC)
452
Carson Wealth (CWM LLC)
Nebraska
$4.25M – – –
AWM
453
Avitas Wealth Management
California
$4.22M +$1.26M +18,446 +43%
AFA
454
Abacus FCF Advisors
Florida
$4.21M +$1.62M +23,773 +63%
RG
455
Rathbones Group
United Kingdom
$4.15M -$272K -3,970 -6%
DCM
456
Dimension Capital Management
Florida
$4.15M – – –
RPSA
457
Richard P. Slaughter Associates
Texas
$4.14M -$53.4K -780 -1%
SSA
458
Schonfeld Strategic Advisors
New York
$4.07M -$20.1M -293,355 -83%
MGM
459
Miura Global Management
New York
$4.05M -$260K -3,800 -6%
MLM
460
Mount Lucas Management
Pennsylvania
$4.03M +$4.03M +58,750 New
BSCM
461
Berry Street Capital Management
United Kingdom
$4M +$4M +58,387 New
TFIPS
462
Towarzystwo Funduszy Inwestycyjnych PZU SA
$3.96M +$3.96M +57,730 New
AMI
463
Amica Mutual Insurance
Rhode Island
$3.95M – – –
Federated Hermes
464
Federated Hermes
Pennsylvania
$3.95M +$580K +8,466 +17%
SC
465
Scotia Capital
Ontario, Canada
$3.94M +$155K +2,268 +4%
BIMC
466
Benson Investment Management Company
Virginia
$3.9M +$3.9M +56,910 New
1IA
467
1834 Investment Advisors
Wisconsin
$3.89M +$161K +2,350 +4%
SAM
468
Sycomore Asset Management
France
$3.88M +$3.88M +56,600 New
GT
469
Glenview Trust
Kentucky
$3.85M -$39.1K -570 -1%
AP
470
Advisor Partners
California
$3.79M +$635K +9,267 +20%
CNC
471
Canandaigua National Corp
New York
$3.79M -$199K -2,897 -5%
AF
472
Alerus Financial
North Dakota
$3.78M +$148K +2,157 +4%
WFG
473
Wills Financial Group
Virginia
$3.78M +$3.78M +55,155 New
TPCW
474
TD Private Client Wealth
New York
$3.75M -$756K -11,038 -17%
RIM
475
Regent Investment Management
Kentucky
$3.68M -$431K -6,285 -10%
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