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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 %
ED
701
Exane Derivatives
France
$326K -$89.9K -2,644 -22%
IA
702
IFG Advisory
Georgia
$323K +$323K +9,504 New
RIM
703
Rampart Investment Management
Connecticut
$319K -$189K -5,556 -37%
SPC
704
Sigma Planning Corp
Michigan
$319K -$17.9K -527 -5%
AWM
705
Altium Wealth Management
New York
$319K +$81.2K +2,391 +34%
CG
706
Cutler Group
California
$315K -$257K -7,562 -45%
WIA
707
Wealthstreet Investment Advisors
Texas
$315K – – –
EM
708
Excalibur Management
Massachusetts
$315K +$36.9K +1,085 +13%
S
709
SignatureFD
Georgia
$313K +$40K +1,176 +15%
MIA
710
MainStreet Investment Advisors
Illinois
$313K +$313K +9,208 New
TWI
711
Thomas White International
Illinois
$313K +$313K +9,220 New
GFP
712
Gryphon Financial Partners
Ohio
$312K +$18.8K +552 +6%
QCG
713
Quadrant Capital Group
Ohio
$312K +$130K +3,766 +71%
WT
714
Whittier Trust
California
$309K -$4.32K -127 -1%
DWT
715
Dorsey & Whitney Trust
South Dakota
$309K -$2.3K -68 -0.7%
OI
716
Oakbrook Investments
Illinois
$306K -$408K -12,000 -57%
SP
717
Symmetry Partners
Connecticut
$306K +$306K +8,999 New
PP
718
Paloma Partners
Connecticut
$304K -$8.56M -251,932 -97%
AC
719
Abbrea Capital
California
$304K -$10.9K -320 -3%
RSS
720
Rosenblum Silverman Sutton
California
$303K -$108K -3,166 -26%
RIG
721
Renaissance Investment Group
Massachusetts
$302K – – –
LAM
722
Lingohr Asset Management
Germany
$299K -$734K -21,600 -71%
EMG
723
Ellington Management Group
Connecticut
$299K +$299K +8,800 New
BSA
724
Bull Street Advisors
Georgia
$298K – – –
OWA
725
Outlook Wealth Advisors
Texas
$298K +$11K +323 +4%
27 28
29
30 31