MS icon

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 %
EP
526
Edgestream Partners
New Jersey
$2.87M -$2.73M -39,890 -49%
ADBIC
527
A.D. Beadell Investment Counsel
Wisconsin
$2.85M +$2.85M +41,550 New
SFS
528
Sowell Financial Services
Arkansas
$2.84M -$11K -160 -0.4%
TCA
529
Transcend Capital Advisors
New Jersey
$2.78M +$1.92M +27,967 +221%
KRSITF
530
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.73M +$578K +8,428 +27%
CIG
531
Consolidated Investment Group
Colorado
$2.71M +$2.71M +39,600 New
AC
532
Allstate Corporation
Illinois
$2.69M +$477K +6,957 +22%
FDCDDQ
533
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.69M +$573K +8,358 +27%
PCM
534
Prelude Capital Management
New York
$2.66M -$111K -1,622 -4%
ERWM
535
Elk River Wealth Management
Colorado
$2.64M +$2.64M +38,552 New
CA
536
Cornerstone Advisors
North Carolina
$2.6M +$2.6M +38,000 New
SRAM
537
Spouting Rock Asset Management
Pennsylvania
$2.58M +$339K +4,949 +15%
IIM
538
Intact Investment Management
Quebec, Canada
$2.54M +$678K +9,900 +37%
VanEck Associates
539
VanEck Associates
New York
$2.52M +$57.6K +840 +2%
SWM
540
Sculati Wealth Management
Michigan
$2.51M +$10.3K +150 +0.4%
Baird Financial Group
541
Baird Financial Group
Wisconsin
$2.46M +$408K +5,951 +20%
MYLI
542
Meiji Yasuda Life Insurance
Japan
$2.45M -$1.29M -18,849 -35%
FA
543
FMA Advisory
Pennsylvania
$2.45M +$2.45M +35,705 New
KIA
544
KCM Investment Advisors
California
$2.45M -$16.3K -238 -0.7%
ET
545
Equitable Trust
Tennessee
$2.41M +$40.2K +586 +2%
Verition Fund Management
546
Verition Fund Management
Connecticut
$2.4M -$507K -7,403 -17%
BCV
547
Banque Cantonale Vaudoise
Switzerland
$2.38M +$437K +6,372 +23%
FDS
548
Freedom Day Solutions
Texas
$2.37M +$1M +14,617 +73%
KAS
549
Kestra Advisory Services
Texas
$2.37M +$1.23M +18,175 +108%
CK
550
Cohen Klingenstein
New York
$2.36M – – –
20 21
22
23 24