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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 %
VCA
726
Verdence Capital Advisors
Maryland
$960K +$166K +2,415 +21%
HA
727
H2O AM
United Kingdom
$957K -$1.22M -17,800 -56%
HH
728
Hilltop Holdings
Texas
$951K +$174K +2,535 +22%
PWP
729
Principle Wealth Partners
Connecticut
$943K -$33.6K -490 -3%
BRWA
730
B. Riley Wealth Advisors
Florida
$927K -$297K -4,327 -24%
IRC
731
Investors Research Corp
Georgia
$927K – – –
SFM
732
Systematic Financial Management
New Jersey
$925K – – –
CCMT
733
CMT Capital Markets Trading
Germany
$925K +$925K +13,500 New
UR
734
USCA RIA
Texas
$923K +$923K +13,462 New
1SB
735
1ST Source Bank
Indiana
$922K +$43.5K +635 +5%
UCFA
736
United Capital Financial Advisors
Texas
$915K -$58.4K -852 -6%
S
737
SignatureFD
Georgia
$913K +$62K +905 +7%
SWP
738
Stratos Wealth Partners
Ohio
$910K +$84.2K +1,229 +10%
HI
739
Hoey Investments
Pennsylvania
$906K +$906K +13,220 New
VPIM
740
Vanguard Personalized Indexing Management
California
$904K +$164K +2,391 +22%
MMPW
741
Mitchell McLeod Pugh & Williams
Alabama
$902K -$43K -627 -5%
DAM
742
Delta Asset Management
Tennessee
$902K – – –
APWM
743
Atlas Private Wealth Management
New York
$898K -$10.1K -147 -1%
CWM
744
Calamos Wealth Management
Illinois
$891K +$101K +1,472 +13%
HPC
745
Hobart Private Capital
North Carolina
$886K +$46.3K +675 +6%
FNT
746
First National Trust
Pennsylvania
$884K -$52.1K -760 -6%
CCA
747
Checchi Capital Advisers
California
$884K +$244K +3,567 +38%
KOCAA
748
Knights of Columbus Asset Advisors
Connecticut
$881K +$754 +11 +0.1%
BHB
749
Bank Hapoalim BM
Israel
$879K +$289K +4,224 +49%
VVP
750
Venture Visionary Partners
Ohio
$871K +$871K +12,712 New
28 29
30
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