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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 %
SFG
701
SevenBridge Financial Group
Pennsylvania
$1.08M +$1.71K +25 +0.2%
WPC
702
White Pine Capital
Minnesota
$1.08M -$27.4K -400 -2%
Walleye Trading
703
Walleye Trading
New York
$1.08M -$1.63M -23,811 -60%
IB
704
Intrust Bank
Kansas
$1.07M +$28K +408 +3%
XWM
705
Xcel Wealth Management
Florida
$1.07M -$23.3K -340 -2%
CCG
706
Cloverfields Capital Group
Minnesota
$1.04M +$1.04M +15,229 New
TSWM
707
Triangle Securities Wealth Management
North Carolina
$1.04M +$46.4K +677 +5%
ER
708
Enlightenment Research
Florida
$1.04M +$1.04M +15,100 New
KFP
709
KMG Fiduciary Partners
Ohio
$1.03M +$1.03M +14,822 New
JCIA
710
Jackson Creek Investment Advisors
Colorado
$1.03M -$306K -4,471 -23%
SM
711
Southport Management
Wyoming
$1.03M -$685K -10,000 -40%
CSM
712
CAMG Solamere Management
North Carolina
$1.03M +$43.4K +633 +4%
MWM
713
Meridian Wealth Management
Kentucky
$1.02M +$239K +3,492 +30%
EM
714
Excalibur Management
Massachusetts
$1.02M -$20.6K -300 -2%
HT
715
HighTower Trust
Texas
$1.01M -$20.5K -299 -2%
FMWA
716
Forvis Mazars Wealth Advisors
Missouri
$1.01M +$165K +2,408 +20%
KA
717
Kintegral Advisory
New York
$1.01M – – –
DI
718
Diligent Investors
California
$996K -$11.9K -174 -1%
EF
719
Empirical Finance
Pennsylvania
$994K +$285K +4,156 +40%
AIS
720
AM Investment Strategies
Tennessee
$990K +$122K +1,783 +14%
AIM
721
Acropolis Investment Management
Missouri
$988K +$169K +2,460 +21%
VWM
722
Venturi Wealth Management
Texas
$977K +$31.9K +465 +3%
BWCS
723
Beirne Wealth Consulting Services
Connecticut
$968K -$1.01M -14,700 -51%
ICP
724
Interchange Capital Partners
Pennsylvania
$962K +$962K +14,051 New
LWAM
725
Legacy Wealth Asset Management
Minnesota
$961K +$961K +14,022 New
27 28
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