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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 %
AIM
601
Aigen Investment Management
New York
$1.77M -$36.2K -528 -2%
LIM
602
Longfellow Investment Management
Massachusetts
$1.76M +$1.76M +25,726 New
PWMAG
603
Pinnacle Wealth Management Advisory Group
New Jersey
$1.74M +$1.74M +25,340 New
AWM
604
AE Wealth Management
Kansas
$1.74M -$444K -6,480 -20%
FHA
605
First Horizon Advisors
Tennessee
$1.73M -$685 -10 -0%
GWM
606
Geneos Wealth Management
Colorado
$1.72M +$1.45M +20,304 +524%
GT
607
Greenleaf Trust
Michigan
$1.72M +$228K +3,333 +15%
MCA
608
Mendon Capital Advisors
Florida
$1.71M +$1.71M +25,000 New
LWCFA
609
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.71M – – –
TC
610
TownSquare Capital
Utah
$1.71M +$349K +5,093 +26%
RJT
611
Raymond James Trust
Florida
$1.7M +$176K +2,567 +12%
VFA
612
Voya Financial Advisors
Connecticut
$1.69M -$51.8K -764 -3%
CC
613
Courier Capital
New York
$1.68M +$69 +1 +0%
SF
614
Synovus Financial
Georgia
$1.67M -$2.81K -41 -0.2%
NEI
615
Northwest & Ethical Investments
Ontario, Canada
$1.67M +$134K +1,949 +9%
CCP
616
Corient Capital Partners
California
$1.64M +$330K +4,817 +25%
CICI
617
Capital Investment Counsel Inc
North Carolina
$1.61M -$17.3K -252 -1%
SC
618
SouthState Corp
Florida
$1.6M -$87.5K -1,276 -5%
Kovitz Investment Group Partners
619
Kovitz Investment Group Partners
Illinois
$1.59M +$177K +2,577 +12%
TYCC
620
Texas Yale Capital Corp
Florida
$1.58M – – –
B
621
Barings
North Carolina
$1.58M -$1.2M -17,569 -43%
ANRIA
622
American National Registered Investment Advisor
Texas
$1.57M – – –
NA
623
NewEdge Advisors
Louisiana
$1.55M +$105K +1,535 +7%
LOAME
624
Lombard Odier Asset Management (Europe)
United Kingdom
$1.55M +$304K +4,457 +24%
DA
625
DCF Advisers
Connecticut
$1.54M +$1.54M +22,500 New
23 24
25
26 27