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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 %
OHIS
476
Oak Harvest Investment Services
Texas
$3.64M +$3.64M +53,169 New
CIP
477
Convergence Investment Partners
Florida
$3.64M -$91.7K -1,338 -2%
SM
478
Sciencast Management
New Jersey
$3.62M +$1.45M +19,474 +67%
FA
479
FDx Advisors
Illinois
$3.57M +$122K +1,780 +4%
IA
480
Icon Advisers
Colorado
$3.55M -$946K -13,800 -21%
OSNBOA
481
Old Second National Bank of Aurora
Illinois
$3.55M -$60.8K -887 -2%
NG
482
NWK Group
California
$3.52M +$3.52M +51,417 New
CII
483
Capital International Inc
California
$3.49M -$31.5K -459 -0.9%
PP
484
Patten & Patten
Tennessee
$3.47M +$21.7K +317 +0.6%
AF
485
Arrow Financial
New York
$3.47M -$116K -1,694 -3%
P
486
Pitcairn
Pennsylvania
$3.42M +$87.8K +1,281 +3%
WTB
487
Washington Trust Bank
Washington
$3.41M +$3.41M +49,778 New
6M
488
6 Meridian
Kansas
$3.41M -$323K -4,708 -9%
IRF
489
IBM Retirement Fund
New York
$3.39M +$933K +13,615 +38%
HVIA
490
Hudson Valley Investment Advisors
New York
$3.39M +$497K +7,260 +17%
Brown Advisory
491
Brown Advisory
Maryland
$3.36M +$201K +2,934 +6%
CI
492
Cigna Investments
Connecticut
$3.36M +$763K +11,126 +29%
HT
493
Heritage Trust
Oklahoma
$3.35M +$372K +5,433 +13%
PG
494
Pendal Group
Australia
$3.34M +$3.34M +48,747 New
HW
495
Hancock Whitney
Mississippi
$3.33M +$1.19M +17,335 +55%
SI
496
Stephens Inc
Arkansas
$3.32M +$79.2K +1,155 +2%
LM
497
Lincluden Management
Ontario, Canada
$3.31M -$257K -3,745 -7%
KPCM
498
Kings Point Capital Management
New York
$3.3M +$3.05M +44,535 +1,229%
CI
499
CX Institutional
Indiana
$3.28M -$643K -9,386 -16%
VI
500
Vestcor Inc
New Brunswick, Canada
$3.26M +$1.56M +22,740 +92%
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