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Morgan Stanley
MS

Overview Fund Activity

1,029 hedge funds and large institutions have $47.1B invested in Morgan Stanley in 2020 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 356 increasing their positions, 383 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,029
Holders Change
-61
Holders Change %
-5.6%
% of All Funds
22.73%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.44%
New
130
Increased
356
Reduced
383
Closed
178
Calls
$651M
Puts
$1.48B
Net Calls
-$832M
Net Calls Change
+$398M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$286M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$186M
3
Franklin Resources
Franklin Resources
California
+$152M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$130M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$116M

Top Sellers

1
State Street
State Street
Massachusetts
-$236M
2
BlackRock
BlackRock
New York
-$231M
3
Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group
Japan
-$186M
4
Ameriprise
Ameriprise
Minnesota
-$96.8M
5
Man Group
Man Group
United Kingdom
-$62.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMPW
626
Mitchell McLeod Pugh & Williams
Alabama
$469K – – –
GCP
627
GSA Capital Partners
United Kingdom
$467K +$259K +7,637 +125%
FMWA
628
Forvis Mazars Wealth Advisors
Missouri
$465K -$4.18K -123 -0.9%
FNT
629
First National Trust
Pennsylvania
$464K -$34.2K -1,008 -7%
CG
630
Caprock Group
Idaho
$461K +$170K +5,008 +59%
IRC
631
Investors Research Corp
Georgia
$460K -$17K -500 -4%
SFM
632
Systematic Financial Management
New Jersey
$459K – – –
PGIM
633
Pacific Global Investment Management
California
$457K -$15.2K -448 -3%
CGL
634
Clarius Group LLC
Washington
$457K +$119K +3,497 +35%
BWM
635
Buckley Wealth Management
Nevada
$456K -$1.19K -35 -0.3%
QC
636
Quadrature Capital
United Kingdom
$449K +$449K +13,200 New
DAM
637
Delta Asset Management
Tennessee
$448K -$1.7K -50 -0.4%
MIH
638
Meitav Investment House
Israel
$446K +$181K +5,190 +68%
1SB
639
1ST Source Bank
Indiana
$435K -$12.6K -369 -3%
VAS
640
Vestmark Advisory Solutions
Massachusetts
$435K +$63.6K +1,871 +17%
FIB
641
First Interstate Bank
Montana
$434K -$1.53K -45 -0.4%
BDS
642
Banco de Sabadell
Florida
$434K – – –
SWP
643
Stratos Wealth Partners
Ohio
$433K +$14.7K +433 +4%
AW
644
ACG Wealth
Georgia
$432K -$169K -4,987 -28%
PCM
645
Prelude Capital Management
New York
$432K +$332K +9,773 +334%
NERM
646
New England Research & Management
Illinois
$431K +$76.5K +2,250 +22%
AG
647
Algert Global
California
$431K +$431K +12,691 New
SWM
648
SeaCrest Wealth Management
New York
$430K -$42.8K -1,260 -9%
EWM
649
Empirical Wealth Management
Washington
$429K +$76.1K +2,238 +22%
SEC
650
Seven Eight Capital
New York
$425K +$425K +12,500 New
24 25
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