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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 %
NG
676
NatWest Group
United Kingdom
$1.2M – – –
SC
677
Savant Capital
Illinois
$1.2M +$259K +3,781 +28%
KPWS
678
Kestra Private Wealth Services
Texas
$1.19M +$513K +7,571 +75%
DT
679
Diversified Trust
Tennessee
$1.18M +$34.7K +506 +3%
FTDI
680
First Trust Direct Indexing
Massachusetts
$1.17M +$1.17M +17,135 New
CLCM
681
Crawford Lake Capital Management
New Jersey
$1.17M +$1.17M +17,033 New
CI Investments Inc
682
CI Investments Inc
Ontario, Canada
$1.15M -$17.3M -253,178 -94%
SS
683
Simplicity Solutions
Minnesota
$1.15M -$294K -4,293 -20%
4WM
684
44 Wealth Management
Oregon
$1.15M +$1.15M +16,798 New
DPIM
685
Duff & Phelps Investment Management
Illinois
$1.15M +$171K +2,500 +18%
BDF
686
Balasa Dinverno & Foltz
$1.14M +$9.93K +145 +0.9%
OAM
687
Oak Asset Management
California
$1.13M -$15.4K -225 -1%
QI
688
Qtron Investments
Massachusetts
$1.13M +$303K +4,426 +37%
CIM
689
CIM Investment Management
Pennsylvania
$1.13M -$18.7K -273 -2%
S
690
swisspartners
Liechtenstein
$1.12M +$1.12M +16,625 New
FB
691
Fulton Bank
Pennsylvania
$1.12M +$3.77K +55 +0.3%
HBT
692
Hills Bank & Trust
Iowa
$1.11M +$857K +12,509 +335%
WAP
693
Wealthcare Advisory Partners
Pennsylvania
$1.11M -$171K -2,495 -13%
CGL
694
Clarius Group LLC
Washington
$1.11M +$267K +3,899 +32%
SFA
695
Sequoia Financial Advisors
Ohio
$1.11M +$823K +21,129 +293%
ASN
696
Advisory Services Network
Georgia
$1.1M -$42.1K -614 -4%
IFWM
697
Institute for Wealth Management
Colorado
$1.1M +$51K +745 +5%
CAN
698
Cetera Advisor Networks
California
$1.08M -$13.8K -208 -1%
AC
699
Asio Capital
Kentucky
$1.08M +$1.08M +15,770 New
AG
700
AIA Group
Hong Kong
$1.08M +$1.08M +15,300 New
26 27
28
29 30