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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 %
KIA
476
KCM Investment Advisors
California
$1.79M -$167K -3,450 -9%
HVIA
477
Hudson Valley Investment Advisors
New York
$1.79M +$28K +579 +2%
MERSOM
478
Municipal Employees' Retirement System of Michigan
Michigan
$1.77M -$959K -19,860 -35%
EAM
479
Erste Asset Management
Austria
$1.75M +$967K +20,460 +123%
SGDR
480
SPX Gestao de Recursos
Brazil
$1.74M +$1.74M +36,000 New
AP
481
Appleton Partners
Massachusetts
$1.73M -$8.5K -176 -0.5%
AI
482
Atria Investments
North Carolina
$1.72M +$1.72M +35,622 New
AWM
483
AE Wealth Management
Kansas
$1.72M -$578K -11,959 -25%
ET
484
Equitable Trust
Tennessee
$1.71M +$1.71M +35,481 New
TEE
485
Tibra Equities Europe
United Kingdom
$1.67M +$1.67M +34,648 New
YIA
486
YHB Investment Advisors
Connecticut
$1.67M – – –
SWM
487
Sculati Wealth Management
Michigan
$1.67M +$7.1K +147 +0.4%
AFA
488
Abacus FCF Advisors
Florida
$1.66M +$627K +13,133 +61%
NB
489
Norinchukin Bank
Japan
$1.65M -$9.95K -206 -0.6%
KWA
490
KCS Wealth Advisory
California
$1.64M +$51.7K +1,071 +3%
FDCDDQ
491
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.61M +$34.1K +707 +2%
HNB
492
Huntington National Bank
Ohio
$1.6M +$15.8K +327 +1%
LD
493
Lipe & Dalton
New York
$1.6M -$24K -498 -1%
DCM
494
Dupont Capital Management
Delaware
$1.59M -$3.45M -71,330 -68%
RAM
495
Roanoke Asset Management
New Jersey
$1.55M -$230K -4,770 -13%
BF
496
BOK Financial
Oklahoma
$1.55M +$40.7K +842 +3%
HA
497
H2O AM
United Kingdom
$1.53M -$48.3K -1,000 -3%
CK
498
Cohen Klingenstein
New York
$1.53M – – –
CAG
499
Csenge Advisory Group
Florida
$1.53M +$996K +20,620 +186%
RFC
500
Regions Financial Corp
Alabama
$1.52M -$125K -2,586 -8%
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