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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 %
RA
651
Rational Advisors
New York
$1.35M -$132K -1,926 -9%
TIA
652
Tiemann Investment Advisors
California
$1.3M +$950K +13,870 +269%
WIS
653
Wright Investors Service
Connecticut
$1.29M -$1.28M -18,735 -50%
BOH
654
Bank of Hawaii
Hawaii
$1.29M +$109K +1,585 +9%
FM
655
Foster & Motley
Ohio
$1.29M +$824K +12,015 +178%
WANY
656
Wealthspire Advisors (New York)
New York
$1.29M +$565K +8,248 +78%
CTC
657
Central Trust Company
Missouri
$1.27M +$253K +3,692 +25%
BAM
658
Blueshift Asset Management
New Jersey
$1.27M +$753K +10,984 +146%
CAG
659
Csenge Advisory Group
Florida
$1.26M -$161K -2,344 -11%
TIA
660
Trust Investment Advisors
Indiana
$1.26M +$1.26M +18,440 New
RBA
661
Richard Bernstein Advisors
New York
$1.26M – – –
WSFS
662
Wilmington Savings Fund Society
Delaware
$1.25M +$50.5K +738 +4%
PAS
663
Park Avenue Securities
New York
$1.25M +$263K +3,832 +27%
CAIMH
664
Central Asset Investments & Management Holdings
Hong Kong
$1.24M +$1.24M +18,133 New
PI
665
Parkside Investments
Illinois
$1.23M – – –
FF
666
FourThought Financial
Florida
$1.23M +$1.23M +17,983 New
ABC
667
Associated Banc-Corp
Wisconsin
$1.23M – – –
IAA
668
Independent Advisor Alliance
North Carolina
$1.23M +$173K +2,527 +16%
WJWM
669
Williams Jones Wealth Management
New York
$1.22M +$625K +9,111 +105%
WHG
670
Westwood Holdings Group
Texas
$1.22M +$1.22M +17,761 New
RWM
671
Ritholtz Wealth Management
New York
$1.22M +$216K +3,154 +22%
DAS
672
Dynamic Advisor Solutions
Arizona
$1.21M +$61.4K +896 +5%
PA
673
Profund Advisors
Maryland
$1.21M +$188K +2,738 +18%
CG
674
Caprock Group
Idaho
$1.21M +$47.3K +690 +4%
HAG
675
HighPoint Advisor Group
Illinois
$1.21M +$163K +2,195 +16%
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