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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 %
QI
626
QS Investors
New York
$1.53M -$268K -3,908 -15%
OPPTF
627
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.53M +$112K +1,622 +8%
OAM
628
Occidental Asset Management
California
$1.51M +$1.51M +22,060 New
DLG
629
Daniel L. Goodwin
$1.51M – – –
CAM
630
Cresset Asset Management
Illinois
$1.51M +$376K +5,489 +33%
CAM
631
Cacti Asset Management
Georgia
$1.49M – – –
MSRPS
632
Maryland State Retirement & Pension System
Maryland
$1.48M +$1.48M +21,610 New
EI
633
Ethic Inc
New York
$1.48M +$529K +7,717 +56%
SW
634
SteelPeak Wealth
California
$1.45M -$103K -1,499 -7%
Fuller & Thaler Asset Management
635
Fuller & Thaler Asset Management
California
$1.45M +$2.67K +39 +0.2%
DAM
636
Deltec Asset Management
New York
$1.44M -$137K -2,000 -9%
Assenagon Asset Management
637
Assenagon Asset Management
Luxembourg
$1.44M +$228K +3,328 +19%
BIM
638
Baldwin Investment Management
Pennsylvania
$1.43M +$141K +2,050 +11%
TH
639
TCTC Holdings
Texas
$1.42M – – –
WCA
640
Windsor Creek Advisors
Vermont
$1.42M +$1.05M +15,365 +285%
TSS
641
Two Sigma Securities
New York
$1.42M +$1.06M +15,488 +294%
CANC
642
Culbertson A N & Co
Virginia
$1.42M -$41.1K -600 -3%
CI
643
Conning Inc
Connecticut
$1.42M +$157K +2,291 +12%
BF
644
BOK Financial
Oklahoma
$1.39M -$2.21M -32,308 -61%
AFM
645
Abbot Financial Management
Massachusetts
$1.38M +$30.1K +439 +2%
CF
646
Centaurus Financial
California
$1.38M +$1.13M +16,516 +449%
UIA
647
UBP Investment Advisors
Switzerland
$1.37M – – –
SC
648
Shay Capital
New York
$1.37M +$1.37M +20,000 New
RE
649
RBC Europe
United Kingdom
$1.37M +$149K +2,171 +12%
IA
650
IndexIQ Advisors
New York
$1.37M +$758K +11,065 +124%
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