MS icon

Morgan Stanley
MS

Overview Fund Activity

1,029 hedge funds and large institutions have $47.1B invested in Morgan Stanley in 2020 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 356 increasing their positions, 383 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,029
Holders Change
-61
Holders Change %
-5.6%
% of All Funds
22.73%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.44%
New
130
Increased
356
Reduced
383
Closed
178
Calls
$651M
Puts
$1.48B
Net Calls
-$832M
Net Calls Change
+$398M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$286M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$186M
3
Franklin Resources
Franklin Resources
California
+$152M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$130M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$116M

Top Sellers

1
State Street
State Street
Massachusetts
-$236M
2
BlackRock
BlackRock
New York
-$231M
3
Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group
Japan
-$186M
4
Ameriprise
Ameriprise
Minnesota
-$96.8M
5
Man Group
Man Group
United Kingdom
-$62.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
551
Wealthcare Advisory Partners
Pennsylvania
$770K +$756K +22,227 +5,218%
ACP
552
Arcus Capital Partners
Georgia
$769K – – –
PAM
553
Paradigm Asset Management
New York
$768K – – –
CAM
554
Cacti Asset Management
Georgia
$766K – – –
JG
555
Jefferies Group
New York
$765K +$420K +12,346 +122%
DLG
556
Daniel L. Goodwin
$748K – – –
TYCC
557
Texas Yale Capital Corp
Florida
$744K – – –
CANC
558
Culbertson A N & Co
Virginia
$741K +$146K +4,300 +25%
WANY
559
Wealthspire Advisors (New York)
New York
$738K +$575K +16,926 +354%
AFA
560
Abacus FCF Advisors
Florida
$735K +$735K +21,621 New
PA
561
Parallel Advisors
California
$730K +$224K +6,584 +44%
APF
562
Alaska Permanent Fund
Alaska
$730K +$730K +21,470 New
Fuller & Thaler Asset Management
563
Fuller & Thaler Asset Management
California
$717K +$717K +21,100 New
TH
564
TCTC Holdings
Texas
$706K – – –
MFG
565
Magnus Financial Group
New York
$697K +$398K +11,708 +133%
CAM
566
Carret Asset Management
New York
$688K -$22.9K -675 -3%
TC
567
TownSquare Capital
Utah
$685K -$118K -3,076 -15%
RCG
568
Rock Creek Group
District of Columbia
$680K – – –
UIA
569
UBP Investment Advisors
Switzerland
$680K – – –
SW
570
SVB Wealth
Massachusetts
$680K +$283K +8,310 +71%
AFM
571
Abbot Financial Management
Massachusetts
$670K – – –
GJCM
572
Grand Jean Capital Management
California
$668K – – –
BC
573
Burney Company
Virginia
$658K -$103K -3,019 -13%
Bank Julius Baer & Co
574
Bank Julius Baer & Co
Switzerland
$655K +$655K +19,278 New
SIM
575
Sterling Investment Management
Arizona
$651K +$651K +19,144 New
21 22
23
24 25