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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
+$1.57B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.26B
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.26B
4
BlackRock
BlackRock
New York
+$1.16B
5
Primecap Management
Primecap Management
California
+$827M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$397M
2
VH
ValueAct Holdings
California
-$220M
3
Invesco
Invesco
Georgia
-$129M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$112M
5
EIP
Easterly Investment Partners
Massachusetts
-$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
576
Cerity Partners
New York
$2.02M +$123K +1,795 +6%
PP
577
Paloma Partners
Connecticut
$2.02M -$4.42M -64,437 -69%
GDP
578
Great Diamond Partners
Maine
$2.02M -$168K -2,451 -8%
MYAM
579
Meiji Yasuda Asset Management
Japan
$2.01M -$195K -2,841 -9%
IWA
580
IBEX Wealth Advisors
New Jersey
$2.01M +$256K +3,731 +15%
GCP
581
GSA Capital Partners
United Kingdom
$2.01M +$2.01M +29,292 New
CS
582
Comerica Securities
Michigan
$1.99M -$18.9K -276 -0.9%
PAM
583
Palisade Asset Management
Minnesota
$1.96M +$58.5K +854 +3%
ACM
584
Alethea Capital Management
Washington
$1.94M +$1.94M +28,363 New
WorldQuant Millennium Advisors
585
WorldQuant Millennium Advisors
New York
$1.92M – – –
HWA
586
HCR Wealth Advisors
California
$1.92M +$172K +2,511 +10%
GAM
587
Gotham Asset Management
New York
$1.91M +$68.6K +1,001 +4%
TAM
588
Tocqueville Asset Management
New York
$1.89M +$531K +7,750 +39%
CAM
589
Carret Asset Management
New York
$1.88M +$456K +6,650 +32%
MOS
590
MGO One Seven
Ohio
$1.88M +$252K +3,683 +16%
MAM
591
Morse Asset Management
Connecticut
$1.88M +$1.88M +27,402 New
GWM
592
Greenwich Wealth Management
Connecticut
$1.87M +$1.58M +23,036 +538%
PCIA
593
Prime Capital Investment Advisors
Kansas
$1.87M +$1.5M +21,882 +411%
TAM
594
Toscafund Asset Management
United Kingdom
$1.85M +$137K +2,000 +8%
BPM
595
Bowling Portfolio Management
Ohio
$1.85M +$29.8K +435 +2%
PA
596
Parallel Advisors
California
$1.83M +$125K +1,818 +7%
SFI
597
Siemens Fonds Invest
Germany
$1.82M +$1.82M +26,893 New
PMA
598
Prudent Man Advisors
Illinois
$1.82M +$1.23K +18 +0.1%
Northwestern Mutual Wealth Management
599
Northwestern Mutual Wealth Management
Wisconsin
$1.77M +$154K +2,252 +10%
Bank Julius Baer & Co
600
Bank Julius Baer & Co
Switzerland
$1.77M +$807K +11,772 +84%
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