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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 %
EM
601
Excalibur Management
Massachusetts
$808K +$360K +7,460 +80%
SP
602
Symmetry Partners
Connecticut
$804K +$369K +7,638 +85%
DAS
603
Dynamic Advisor Solutions
Arizona
$800K +$228K +4,724 +40%
OAM
604
Oak Asset Management
California
$793K -$73.2K -1,516 -8%
ATPW
605
Ashton Thomas Private Wealth
Arizona
$792K +$792K +16,399 New
WSFS
606
Wilmington Savings Fund Society
Delaware
$789K – – –
CAN
607
Cetera Advisor Networks
California
$782K -$67.7K -1,403 -8%
WPC
608
White Pine Capital
Minnesota
$778K – – –
AI
609
Atom Investors
Texas
$769K +$769K +15,922 New
XWM
610
Xcel Wealth Management
Florida
$767K +$89.9K +1,864 +13%
DI
611
Diligent Investors
California
$764K +$11.8K +245 +2%
PA
612
Profund Advisors
Maryland
$762K +$16.7K +345 +2%
TCOT
613
Trust Company of Toledo
Ohio
$760K +$193K +4,000 +34%
RIL
614
Rothschild Investment LLC
Illinois
$759K -$126K -2,600 -14%
IB
615
Intrust Bank
Kansas
$751K +$233K +4,825 +45%
Credit Agricole
616
Credit Agricole
France
$746K +$57.9K +1,200 +8%
ER
617
Enlightenment Research
Florida
$744K +$227K +4,708 +44%
CG
618
Caprock Group
Idaho
$743K +$87.6K +1,814 +13%
BRWA
619
B. Riley Wealth Advisors
Florida
$739K +$44.3K +916 +6%
SFG
620
SevenBridge Financial Group
Pennsylvania
$738K -$45.2K -937 -6%
TAM
621
Tocqueville Asset Management
New York
$737K +$225K +4,668 +44%
IFWM
622
Institute for Wealth Management
Colorado
$736K +$12.5K +259 +2%
TSWM
623
Triangle Securities Wealth Management
North Carolina
$734K +$20.7K +428 +3%
KA
624
Kintegral Advisory
New York
$732K – – –
B
625
Bailard
California
$732K +$732K +15,161 New
23 24
25
26 27