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 %
TAM
676
Tocqueville Asset Management
New York
$360K +$94.4K +2,778 +36%
CPC
677
Congress Park Capital
New York
$360K +$139K +4,100 +63%
ARMT
678
Amica Retiree Medical Trust
Rhode Island
$355K – – –
HKAM
679
Horizon Kinetics Asset Management
New York
$355K +$30.9K +910 +10%
TPWA
680
TRUE Private Wealth Advisors
Oregon
$351K +$206K +6,058 +142%
SAM
681
Silvercrest Asset Management
New York
$347K -$135K -3,966 -28%
TF
682
TLWM Financial
Texas
$346K -$10.1K -300 -3%
SIP
683
Stoneridge Investment Partners
Pennsylvania
$346K – – –
SW
684
SlateStone Wealth
Florida
$346K +$10.8K +318 +3%
CIA
685
Capital Investment Advisors
Georgia
$346K +$41.2K +1,211 +14%
HPC
686
Hobart Private Capital
North Carolina
$344K +$38.3K +1,126 +13%
BAC
687
Boys Arnold & Co
North Carolina
$343K -$10.2K -300 -3%
HH
688
Hilltop Holdings
Texas
$342K +$123K +3,610 +56%
RZH
689
Relyea Zuckerberg Hanson
Connecticut
$341K – – –
PAWC
690
P.A.W. Capital
Connecticut
$340K -$68K -2,000 -17%
VWM
691
Venturi Wealth Management
Texas
$340K +$340K +9,993 New
HIM
692
Hillsdale Investment Management
Ontario, Canada
$339K -$34K -1,000 -9%
SPIA
693
Steward Partners Investment Advisory
New York
$337K +$10.5K +311 +3%
CS
694
Comerica Securities
Michigan
$337K +$13.2K +388 +4%
MGIA
695
Moneta Group Investment Advisors
Missouri
$334K -$159K -4,691 -32%
CCA
696
Checchi Capital Advisers
California
$331K -$47.5K -1,399 -13%
BHB
697
Bank Hapoalim BM
Israel
$331K -$12.1K -355 -4%
SDAM
698
Shulman DeMeo Asset Management
New York
$331K +$18.3K +538 +6%
TCOV
699
Trust Company of Vermont
Vermont
$329K +$13.3K +392 +4%
VCA
700
Verdence Capital Advisors
Maryland
$328K +$328K +9,649 New
26 27
28
29 30