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 %
WOC
726
West Oak Capital
California
$296K – – –
CAW
727
Cornerstone Advisors (Washington)
Washington
$294K +$39.8K +1,170 +16%
BHBT
728
Burke & Herbert Bank & Trust
Virginia
$293K – – –
BRWM
729
B. Riley Wealth Management
Tennessee
$293K +$293K +8,629 New
Kovitz Investment Group Partners
730
Kovitz Investment Group Partners
Illinois
$292K -$1.14M -33,420 -80%
GLA
731
Good Life Advisors
Pennsylvania
$292K +$25.3K +750 +9%
LB
732
Legacy Bridge
Iowa
$286K -$18.3K -540 -6%
WS
733
Wedbush Securities
California
$284K +$5.55K +163 +2%
FPCP
734
Fort Point Capital Partners
California
$281K -$3.3K -97 -1%
CCP
735
Corient Capital Partners
California
$277K +$26.5K +779 +11%
PPW
736
Parcion Private Wealth
Washington
$276K +$95.8K +2,816 +53%
DIA
737
Davidson Investment Advisors
Montana
$275K -$111K -3,255 -29%
WCA
738
Westover Capital Advisors
Delaware
$272K -$3.4K -100 -1%
RR
739
Robotti Robert
$272K +$272K +8,000 New
WCM
740
Weld Capital Management
New York
$271K +$271K +7,982 New
MS
741
Maven Securities
Jersey
$268K +$268K +7,891 New
QP
742
Quilter Plc
United Kingdom
$267K -$50.6K -1,486 -16%
BCM
743
Brown Capital Management
Maryland
$267K – – –
TH
744
Timber Hill
Connecticut
$266K – – –
SRC
745
Shufro Rose & Co
New York
$263K – – –
EGA
746
E&G Advisors
Texas
$262K -$27.2K -800 -9%
BCM
747
Bienville Capital Management
New York
$261K +$261K +7,682 New
OFS
748
OneAscent Financial Services
Alabama
$259K -$44.7K -1,314 -15%
CG
749
Cynosure Group
Utah
$258K -$45.5K -1,340 -15%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
750
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$254K -$17.1M -502,680 -99%
28 29
30
31 32