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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 %
IAS
501
IMA Advisory Services
Colorado
$3.23M +$288K +4,202 +10%
MC
502
MRJ Capital
New York
$3.23M – – –
SW
503
SkyOak Wealth
Michigan
$3.18M -$97.6K -1,424 -3%
RIM
504
Redwood Investment Management
Arizona
$3.17M -$1.58M -23,075 -33%
AFG
505
Albion Financial Group
Utah
$3.13M +$145K +2,118 +5%
NO
506
Ninety One
South Africa
$3.1M +$63.4K +934 +2%
APF
507
Alaska Permanent Fund
Alaska
$3.08M – – –
LFAS
508
Level Four Advisory Services
Texas
$3.06M -$273K -3,985 -8%
V
509
Veritable
Delaware
$3.06M +$288K +4,200 +10%
PFT
510
Providence First Trust
Arizona
$3.04M +$1.11M +16,254 +58%
Rockefeller Capital Management
511
Rockefeller Capital Management
New York
$3.04M +$94.5K +1,380 +3%
JIC
512
Joel Isaacson & Co
New York
$3.03M +$1.51K +22 +0%
BFPW
513
BOK Financial Private Wealth
Colorado
$3.02M -$45.4K -663 -1%
IFAM
514
Institutional & Family Asset Management
Colorado
$3.01M -$754K -10,996 -20%
BBI
515
Baxter Bros Inc
Connecticut
$3M – – –
WAM
516
World Asset Management
Michigan
$2.99M +$217K +3,160 +8%
PAG
517
Private Advisor Group
New Jersey
$2.98M +$153K +2,232 +5%
BWL
518
Bogart Wealth LLC
Virginia
$2.92M +$264K +3,848 +10%
KWA
519
KCS Wealth Advisory
California
$2.92M +$636K +9,280 +28%
EIM
520
Essex Investment Management
Massachusetts
$2.91M -$512K -7,477 -15%
AI
521
Atria Investments
North Carolina
$2.91M +$431K +6,283 +17%
LIA
522
LS Investment Advisors
Michigan
$2.89M -$120K -1,756 -4%
VAS
523
Vestmark Advisory Solutions
Massachusetts
$2.89M +$139K +2,034 +5%
NB
524
Norinchukin Bank
Japan
$2.89M +$459K +6,704 +19%
AAM
525
Advisors Asset Management
Colorado
$2.88M +$796K +11,614 +38%
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