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Morgan Stanley
MS

Overview Fund Activity

1,099 hedge funds and large institutions have $68.5B invested in Morgan Stanley in 2020 Q2 according to their latest regulatory filings, with 189 funds opening new positions, 374 increasing their positions, 377 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,099
Holders Change
+70
Holders Change %
+6.8%
% of All Funds
22.59%
Holding in Top 10
36
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+80%
% of All Funds
0.74%
New
189
Increased
374
Reduced
377
Closed
109
Calls
$1.4B
Puts
$2.11B
Net Calls
-$712M
Net Calls Change
+$119M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.41B
2
Fisher Asset Management
Fisher Asset Management
Washington
+$382M
3
GA
Greenhaven Associates
New York
+$318M
4
Goldman Sachs
Goldman Sachs
New York
+$204M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$197M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$468M
2
WT
Wellcome Trust
United Kingdom
-$272M
3
Prudential Financial
Prudential Financial
New Jersey
-$126M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$123M
5
Invesco
Invesco
Georgia
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
551
Northwestern Mutual Wealth Management
Wisconsin
$1.1M -$84.1K -1,741 -7%
ACP
552
Arcus Capital Partners
Georgia
$1.09M – – –
ECM
553
Everence Capital Management
Indiana
$1.08M – – –
DLG
554
Daniel L. Goodwin
$1.06M – – –
TYCC
555
Texas Yale Capital Corp
Florida
$1.06M – – –
CANC
556
Culbertson A N & Co
Virginia
$1.06M +$3.38K +70 +0.3%
SW
557
SVB Wealth
Massachusetts
$1.05M +$87.7K +1,815 +9%
SCM
558
Shelton Capital Management
Colorado
$1.05M -$307K -6,360 -23%
NG
559
NatWest Group
United Kingdom
$1.05M -$209K -4,316 -17%
APF
560
Alaska Permanent Fund
Alaska
$1.04M – – –
CAM
561
Cacti Asset Management
Georgia
$1.03M – – –
PL
562
Polianta Ltd
Jersey
$1.02M +$1.02M +21,200 New
Fuller & Thaler Asset Management
563
Fuller & Thaler Asset Management
California
$1.02M – – –
AG
564
Algert Global
California
$1.02M +$402K +8,333 +66%
BCP
565
Blue Chip Partners
Michigan
$1.01M -$105K -2,176 -9%
CAM
566
Carret Asset Management
New York
$1.01M +$27.1K +560 +3%
RE
567
RBC Europe
United Kingdom
$1M +$156K +3,235 +18%
TH
568
TCTC Holdings
Texas
$1M – – –
PAM
569
Paradigm Asset Management
New York
$995K -$96.6K -2,000 -9%
GAG
570
GM Advisory Group
New York
$993K +$993K +20,560 New
CAM
571
Cresset Asset Management
Illinois
$992K +$301K +6,228 +43%
HI
572
Horizon Investments
North Carolina
$986K +$161K +3,360 +20%
CCP
573
Corient Capital Partners
California
$986K +$594K +12,298 +151%
3C
574
361 Capital
Colorado
$977K -$192K -3,968 -16%
TRCT
575
Tower Research Capital (TRC)
New York
$969K +$867K +17,961 +851%
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