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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 %
UCFA
626
United Capital Financial Advisors
Texas
$723K -$141K -2,929 -16%
WAM
627
Wealthspire Advisors (Maryland)
Maryland
$711K +$21.8K +452 +3%
AGM
628
Alpine Global Management
New York
$707K +$707K +14,645 New
Bank Julius Baer & Co
629
Bank Julius Baer & Co
Switzerland
$700K -$231K -4,784 -25%
DPIM
630
Duff & Phelps Investment Management
Illinois
$688K – – –
PWP
631
Principle Wealth Partners
Connecticut
$688K – – –
CMTU
632
Capital Markets Trading (UK)
United Kingdom
$686K +$686K +14,193 New
PAWC
633
P.A.W. Capital
Connecticut
$676K +$193K +4,000 +40%
IAA
634
Independent Advisor Alliance
North Carolina
$670K -$513K -10,627 -43%
MMPW
635
Mitchell McLeod Pugh & Williams
Alabama
$666K – – –
EWM
636
Empirical Wealth Management
Washington
$661K +$51.8K +1,073 +9%
FNT
637
First National Trust
Pennsylvania
$660K – – –
MLL
638
Moody Lynn & Lieberson
Massachusetts
$659K +$659K +13,640 New
LTI
639
Laffer Tengler Investments
Tennessee
$656K -$756K -15,649 -54%
IRC
640
Investors Research Corp
Georgia
$654K – – –
1SB
641
1ST Source Bank
Indiana
$653K +$35.5K +735 +6%
SFM
642
Systematic Financial Management
New Jersey
$652K – – –
SEC
643
Seven Eight Capital
New York
$652K +$48.3K +1,000 +8%
TCM
644
Tuttle Capital Management
Connecticut
$652K +$652K +13,493 New
BDF
645
Balasa Dinverno & Foltz
$650K -$19.3K -399 -3%
BWM
646
Buckley Wealth Management
Nevada
$647K -$725 -15 -0.1%
ACM
647
AlphaCrest Capital Management
New York
$644K -$145K -3,011 -18%
VWM
648
Venturi Wealth Management
Texas
$638K +$155K +3,216 +32%
HAG
649
HighPoint Advisor Group
Illinois
$636K -$32.8K -690 -5%
DAM
650
Delta Asset Management
Tennessee
$636K – – –
24 25
26
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