MS icon

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 %
BBHC
651
Brown Brothers Harriman & Co
New York
$422K -$5.81K -171 -1%
BP
652
Ballentine Partners
Massachusetts
$418K +$56.5K +1,662 +16%
CANY
653
Caxton Associates (New York)
New York
$418K +$418K +12,289 New
CIP
654
Cornerstone Investment Partners
Georgia
$416K – – –
MWM
655
Meridian Wealth Management
Kentucky
$416K +$30.6K +900 +8%
FWIA
656
Fort Washington Investment Advisors
Ohio
$415K – – –
FNFDCM
657
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$411K – – –
DT
658
Diversified Trust
Tennessee
$406K -$214K -6,278 -34%
EI
659
Ethic Inc
New York
$406K +$25.8K +760 +7%
SFS
660
Sowell Financial Services
Arkansas
$405K +$5.03K +148 +1%
SAM
661
Strategy Asset Managers
California
$404K -$1.53K -45 -0.4%
DAS
662
Dynamic Advisor Solutions
Arizona
$402K -$4.08K -120 -1%
TCOT
663
Trust Company of Toledo
Ohio
$399K – – –
BB
664
Busey Bank
Illinois
$398K -$20K -587 -5%
GC
665
GFG Capital
Florida
$398K +$5.61K +165 +1%
SC
666
Savant Capital
Illinois
$396K +$44.9K +1,318 +13%
CTC
667
Central Trust Company
Missouri
$395K -$168K -4,938 -30%
NSIM
668
North Star Investment Management
Illinois
$393K +$67.3K +1,980 +21%
AAM
669
AR Asset Management
California
$388K +$388K +11,400 New
APWM
670
Atlas Private Wealth Management
New York
$384K +$19.3K +568 +5%
FVCM
671
F&V Capital Management
Florida
$382K +$77.9K +2,290 +26%
LOAME
672
Lombard Odier Asset Management (Europe)
United Kingdom
$378K -$3.27M -95,984 -90%
CAG
673
Csenge Advisory Group
Florida
$377K -$49.4K -1,454 -12%
CAM
674
CenterStar Asset Management
Illinois
$365K – – –
IB
675
Intrust Bank
Kansas
$364K +$49.7K +1,464 +16%
25 26
27
28 29