MS icon

Morgan Stanley

1,140 hedge funds and large institutions have $67.8B invested in Morgan Stanley in 2020 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 432 increasing their positions, 400 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,140
Holders Change
+41
Holders Change %
+3.73%
% of All Funds
23.06%
Holding in Top 10
33
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.33%
% of All Funds
0.67%
New
133
Increased
432
Reduced
400
Closed
85
Calls
$1.47B
Puts
$1.9B
Net Calls
-$429M
Net Calls Change
+$283M
Name Holding Trade Value Shares
Change
Shares
Change %
SLI
501
Sumitomo Life Insurance
Japan
$1.76M -$92.1K -1,904 -5%
SWM
502
Sculati Wealth Management
Michigan
$1.76M +$94.3K +1,950 +6%
PRC
503
Pearl River Capital
Michigan
$1.76M +$1.76M +36,318 New
AI
504
Atria Investments
North Carolina
$1.75M +$25.7K +532 +1%
VanEck Associates
505
VanEck Associates
New York
$1.74M -$2.48M -51,271 -59%
KIA
506
KCM Investment Advisors
California
$1.74M -$51.2K -1,059 -3%
IRF
507
IBM Retirement Fund
New York
$1.74M +$487K +10,077 +39%
NB
508
Norinchukin Bank
Japan
$1.72M +$65.4K +1,352 +4%
AP
509
Appleton Partners
Massachusetts
$1.7M -$35.6K -737 -2%
ET
510
Equitable Trust
Tennessee
$1.67M -$46.4K -960 -3%
CMTU
511
Capital Markets Trading (UK)
United Kingdom
$1.64M +$916K +17,971 +127%
Acadian Asset Management
512
Acadian Asset Management
Massachusetts
$1.63M +$431K +8,911 +36%
KWA
513
KCS Wealth Advisory
California
$1.61M -$36K -745 -2%
CK
514
Cohen Klingenstein
New York
$1.61M
Simplex Trading
515
Simplex Trading
Illinois
$1.6M -$8.13M -168,315 -84%
LD
516
Lipe & Dalton
New York
$1.59M -$13.3K -274 -0.8%
SRAM
517
Spouting Rock Asset Management
Pennsylvania
$1.58M +$90.2K +1,866 +6%
AC
518
Allstate Corporation
Illinois
$1.56M +$71.2K +1,473 +5%
MYAM
519
Meiji Yasuda Asset Management
Japan
$1.56M -$371K -7,680 -19%
RAM
520
Roanoke Asset Management
New Jersey
$1.56M +$1.21K +25 +0.1%
GDP
521
Great Diamond Partners
Maine
$1.54M +$59.8K +1,237 +4%
AWM
522
AE Wealth Management
Kansas
$1.54M -$179K -3,693 -10%
HA
523
H2O AM
United Kingdom
$1.54M
KRSITF
524
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.52M +$94.6K +1,957 +7%
HW
525
Hancock Whitney
Mississippi
$1.51M +$240K +4,959 +19%