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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 %
MSAM
551
Moloney Securities Asset Management
Missouri
$2.36M -$220K -3,216 -9%
SPIA
552
Steward Partners Investment Advisory
New York
$2.35M +$821K +11,986 +54%
Boston Partners
553
Boston Partners
Massachusetts
$2.34M -$629K -9,179 -21%
AP
554
Appleton Partners
Massachusetts
$2.34M -$75.7K -1,104 -3%
VMPIC
555
Varma Mutual Pension Insurance Co
Finland
$2.26M +$399K +5,824 +22%
LD
556
Lipe & Dalton
New York
$2.25M +$823 +12 +0%
RAM
557
Roanoke Asset Management
New Jersey
$2.24M +$37.7K +550 +2%
SW
558
SVB Wealth
Massachusetts
$2.24M +$402K +5,862 +22%
MCM
559
Mitchell Capital Management
Kansas
$2.24M +$1.23M +17,900 +121%
SP
560
Symmetry Partners
Connecticut
$2.24M +$216K +3,145 +11%
SLI
561
Sumitomo Life Insurance
Japan
$2.23M -$265K -3,872 -11%
RFC
562
Regions Financial Corp
Alabama
$2.21M +$113K +1,652 +5%
HCCM
563
Hudson Canyon Capital Management
New York
$2.19M +$2.19M +31,923 New
LNWWM
564
Laird Norton Wetherby Wealth Management
California
$2.16M +$350K +5,100 +19%
NERM
565
New England Research & Management
Illinois
$2.15M +$449K +6,550 +26%
ACP
566
Arcus Capital Partners
Georgia
$2.13M – – –
QSS
567
Quantitative Systematic Strategies
Florida
$2.12M -$1.42M -20,669 -40%
LAM
568
L2 Asset Management
Massachusetts
$2.11M +$2.11M +30,722 New
UIM
569
USS Investment Management
United Kingdom
$2.09M – – –
HFG
570
Heron Financial Group
New York
$2.06M -$39.7K -530 -2%
CI
571
Capital International
California
$2.06M -$825K -12,041 -29%
GFA
572
Gifford Fong Associates
California
$2.06M – – –
ECM
573
Everence Capital Management
Indiana
$2.05M +$375K +5,470 +22%
Koshinski Asset Management
574
Koshinski Asset Management
Illinois
$2.05M +$393K +5,729 +24%
HNB
575
Huntington National Bank
Ohio
$2.04M -$90.8K -1,324 -4%
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